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 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
300+ 5.98% |
$218K - $280K
|
5.32K
$4.71M
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 2.51% |
$26.9K - $34.5K
|
1.51K
$1.34M
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
79+ 8.74% |
$57.4K - $73.6K
|
983
$870K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7- 0.6% |
$5.09K - $6.52K
|
1.17K
$1.03M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 4.04% |
$2.91K - $3.73K
|
95
$84.1K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
609New |
$443K - $568K
|
609
$539K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-3.4K- 53.97% |
$2.47M - $3.17M
|
2.9K
$2.57M
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-175- 26.84% |
$127K - $163K
|
477
$422K
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-257- 21.71% |
$187K - $240K
|
927
$821K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.22K- 65.82% |
$886K - $1.14M
|
633
$560K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-71- 14.14% |
$51.6K - $66.2K
|
431
$382K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-35- 3.51% |
$25.5K - $32.6K
|
963
$852K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-59.2K- 9.51% |
$43.1M - $55.2M
|
563K
$499M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
5.9K+ 12.34% |
$4.29M - $5.5M
|
53.7K
$47.5M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
142+ 3.46% |
$103K - $132K
|
4.25K
$3.76M
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2K- 85.11% |
$1.45M - $1.86M
|
350
$310K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-930- 4.51% |
$676K - $867K
|
19.7K
$17.4M
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
8+ 0.26% |
$5.82K - $7.46K
|
3.04K
$2.69M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-65- 2.44% |
$47.3K - $60.6K
|
2.6K
$2.3M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19New |
$13.8K - $17.7K
|
19
$16.8K
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-305- 11.65% |
$222K - $284K
|
2.31K
$2.05M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 0.81% |
$32.7K - $41.9K
|
5.62K
$4.97M
|
|
Feb 03, 2025
Q4 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$740K - $949K
|
1.02K
$901K
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
350New |
$255K - $326K
|
350
$310K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.91K- 50.72% |
$2.12M - $2.71M
|
2.83K
$2.5M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-55- 2.16% |
$40K - $51.3K
|
2.5K
$2.21M
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-258- 2.2% |
$188K - $240K
|
11.5K
$10.2M
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-880- 1.45% |
$640K - $820K
|
59.8K
$53M
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
282New |
$205K - $263K
|
282
$250K
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-24- 2.92% |
$17.5K - $22.4K
|
798
$706K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.38K- 7.38% |
$1M - $1.29M
|
17.3K
$15.3M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-147- 13.46% |
$107K - $137K
|
945
$837K
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.34KNew |
$976K - $1.25M
|
1.34K
$1.19M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
225+ 32.01% |
$164K - $210K
|
928
$821K
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
7+ 0.13% |
$5.09K - $6.52K
|
5.53K
$4.9M
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.03K+ 4.11% |
$747K - $957K
|
26K
$23M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
263New |
$191K - $245K
|
263
$233K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14- 19.72% |
$10.2K - $13K
|
57
$50.5K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.01K+ 8.73% |
$735K - $942K
|
12.6K
$11.1M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1- 0.32% |
$727 - $932
|
314
$278K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.39% |
$727 - $932
|
254
$225K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 2.93% |
$1.1M - $1.41M
|
50.1K
$44.3M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
392+ 5.49% |
$285K - $365K
|
7.53K
$6.67M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.69K- 68.52% |
$1.23M - $1.57M
|
774
$685K
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
27+ 8.68% |
$19.6K - $25.2K
|
338
$299K
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
294New |
$214K - $274K
|
294
$260K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
863+ 26.66% |
$628K - $804K
|
4.1K
$3.63M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.67K+ 23.76% |
$1.22M - $1.56M
|
8.71K
$7.71M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10+ 1.87% |
$7.27K - $9.32K
|
544
$482K
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
43+ 2.39% |
$31.3K - $40.1K
|
1.84K
$1.63M
|