Latest Institutional Transactions on Eli Lilly & CO (LLY)
This table provides information on the latest institutional transactions involving Eli Lilly & CO (LLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-57- 6.62% |
$41.5K - $53.1K
|
804
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-348- 21.14% |
$253K - $324K
|
1.3K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.05K+ 77.53% |
$2.22M - $2.85M
|
6.99K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-381- 3.22% |
$277K - $355K
|
11.5K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
208+ 8.44% |
$151K - $194K
|
2.67K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 17.07% |
$20.4K - $26.1K
|
192
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 16.04% |
$894K - $1.15M
|
8.9K
$7.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
113+ 4.68% |
$82.2K - $105K
|
2.53K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
586New |
$426K - $546K
|
586
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23+ 5.9% |
$16.7K - $21.4K
|
413
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-870- 42.32% |
$633K - $811K
|
1.19K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-166- 3.16% |
$121K - $155K
|
5.09K
$4.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
PUT |
1.7KNew |
$1.24M - $1.58M
|
1.7K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-7- 1.29% |
$5.09K - $6.52K
|
537
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.69K- 3.17% |
$1.23M - $1.57M
|
51.5K
$45.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.5K+ 30.38% |
$19.3M - $24.7M
|
114K
$101M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
511+ 3.04% |
$372K - $476K
|
17.3K
$15.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20KNew |
$14.5M - $18.6M
|
20K
$17.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
119+ 3.06% |
$86.5K - $111K
|
4.01K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10- 0.75% |
$7.27K - $9.32K
|
1.32K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 2.26% |
$8K - $10.3K
|
498
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-800- 0.46% |
$582K - $746K
|
175K
$155M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
585+ 14.22% |
$425K - $545K
|
4.7K
$4.16M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.46K- 3.73% |
$1.79M - $2.29M
|
63.5K
$56.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.73KNew |
$4.89M - $6.27M
|
6.73K
$5.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.5K- 66.27% |
$7.66M - $9.82M
|
5.36K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-216- 11.19% |
$157K - $201K
|
1.71K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
236New |
$172K - $220K
|
236
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
9.38K+ 100.31% |
$6.82M - $8.74M
|
18.7K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.47% |
$7.27K - $9.32K
|
2.12K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 32.1% |
$2.47M - $3.17M
|
14K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
53+ 12.21% |
$38.5K - $49.4K
|
487
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-677- 18.51% |
$492K - $631K
|
2.98K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
364+ 1.02% |
$265K - $339K
|
36.1K
$31.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Health Invest Partners Ab
|
BUY
|
- |
6.5K+ 21.28% |
$4.73M - $6.06M
|
37.1K
$32.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19.6K+ 26.14% |
$14.3M - $18.3M
|
94.7K
$83.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-109- 0.16% |
$79.3K - $102K
|
67.7K
$59.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19+ 9.5% |
$13.8K - $17.7K
|
219
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-62- 4.65% |
$45.1K - $57.8K
|
1.27K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.45% |
$10.2K - $13K
|
952
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.44K- 12.01% |
$1.04M - $1.34M
|
10.5K
$9.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-143- 26.14% |
$104K - $133K
|
404
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.78K+ 35.86% |
$2.02M - $2.59M
|
10.5K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
23+ 3.1% |
$16.7K - $21.4K
|
764
$676K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.62KNew |
$5.54M - $7.1M
|
7.62K
$6.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
625New |
$455K - $583K
|
625
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-48- 3.03% |
$34.9K - $44.7K
|
1.54K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
89+ 14.96% |
$64.7K - $83K
|
684
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.29% |
$1.45K - $1.86K
|
691
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-26- 0.34% |
$18.9K - $24.2K
|
7.53K
$6.67M
|