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 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
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
425+ 16.66% |
$309K - $396K
|
2.98K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-483- 40.25% |
$351K - $450K
|
717
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
342New |
$249K - $319K
|
342
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-3.95K- 78.93% |
$2.87M - $3.68M
|
1.06K
$934K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-154K- 32.82% |
$112M - $143M
|
315K
$279M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-7- 0.76% |
$5.09K - $6.52K
|
918
$813K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1+ 0.05% |
$727 - $932
|
2.21K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7- 0.36% |
$5.09K - $6.52K
|
1.95K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.3KNew |
$1.67M - $2.14M
|
2.3K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-62- 11.63% |
$45.1K - $57.8K
|
471
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
864+ 4.97% |
$628K - $805K
|
18.3K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-120- 2.64% |
$87.3K - $112K
|
4.43K
$3.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-23- 1.7% |
$16.7K - $21.4K
|
1.33K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-60- 14.71% |
$43.6K - $55.9K
|
348
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 1.1% |
$16K - $20.5K
|
2.03K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
62+ 25.41% |
$45.1K - $57.8K
|
306
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-1.87K- 11.99% |
$1.36M - $1.74M
|
13.7K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.93K+ 28.06% |
$1.4M - $1.79M
|
8.79K
$7.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
211+ 1.95% |
$153K - $197K
|
11K
$9.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-31.6K- 97.03% |
$23M - $29.4M
|
966
$855K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
488New |
$355K - $455K
|
488
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
118+ 5.33% |
$85.8K - $110K
|
2.33K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.3K+ 1011.04% |
$2.4M - $3.07M
|
3.62K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
59+ 0.79% |
$42.9K - $55K
|
7.52K
$6.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
149+ 12.97% |
$108K - $139K
|
1.3K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
240+ 4.7% |
$175K - $224K
|
5.34K
$4.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-21- 1.73% |
$15.3K - $19.6K
|
1.2K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
466+ 9.4% |
$339K - $434K
|
5.42K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.6K- 67.28% |
$8.42M - $10.8M
|
5.63K
$4.98M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.1K+ 8.21% |
$4.44M - $5.69M
|
80.4K
$71.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-15- 1.97% |
$10.9K - $14K
|
748
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
510+ 3.87% |
$371K - $475K
|
13.7K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.81K- 21.82% |
$2.04M - $2.62M
|
10.1K
$8.92M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
878+ 0.83% |
$638K - $818K
|
107K
$94.4M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
8.91K+ 0.58% |
$6.48M - $8.3M
|
1.55M
$1.38B
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
267New |
$194K - $249K
|
267
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.41% |
$9.45K - $12.1K
|
3.19K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-16- 5.59% |
$11.6K - $14.9K
|
270
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.09KNew |
$790K - $1.01M
|
1.09K
$961K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
281New |
$204K - $262K
|
281
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.29K+ 5.86% |
$937K - $1.2M
|
23.3K
$20.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-84- 4.12% |
$61.1K - $78.3K
|
1.95K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-50- 14.29% |
$36.4K - $46.6K
|
300
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
457+ 6.65% |
$332K - $426K
|
7.33K
$6.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
126+ 12.55% |
$91.6K - $117K
|
1.13K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
878New |
$638K - $818K
|
878
$777K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
595+ 36.68% |
$433K - $555K
|
2.22K
$1.96M
|