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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
84+ 9.39% |
$64.9K - $80.6K
|
979
$767K
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
15+ 1.48% |
$11.6K - $14.4K
|
1.03K
$804K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-343- 7.23% |
$265K - $329K
|
4.4K
$3.45M
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
270+ 18.29% |
$208K - $259K
|
1.75K
$1.37M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5- 0.66% |
$3.86K - $4.8K
|
758
$594K
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
45+ 3.35% |
$34.7K - $43.2K
|
1.39K
$1.09M
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-700- 63.64% |
$540K - $672K
|
400
$313K
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
650+ 33.23% |
$502K - $624K
|
2.61K
$2.04M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-798- 33.9% |
$616K - $766K
|
1.56K
$1.22M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$3.09K - $3.84K
|
1.5K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-207- 15.12% |
$160K - $199K
|
1.16K
$910K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-2.07K- 17.48% |
$1.6M - $1.98M
|
9.76K
$7.64M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-272- 3.75% |
$210K - $261K
|
6.99K
$5.47M
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.14% |
$772 - $960
|
730
$572K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
131+ 7.96% |
$101K - $126K
|
1.78K
$1.39M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1+ 0.19% |
$772 - $960
|
536
$420K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
107+ 1.74% |
$82.6K - $103K
|
6.24K
$4.89M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
813+ 52.22% |
$628K - $780K
|
2.37K
$1.86M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 10.21% |
$287K - $357K
|
4.01K
$3.14M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
178+ 30.43% |
$137K - $171K
|
763
$598K
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-78- 3.3% |
$60.2K - $74.9K
|
2.29K
$1.79M
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-10- 0.46% |
$7.72K - $9.6K
|
2.14K
$1.68M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
8.93K+ 1.18% |
$6.89M - $8.57M
|
767K
$601M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
107+ 19.78% |
$82.6K - $103K
|
648
$507K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 2.89% |
$9.27K - $11.5K
|
427
$334K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-128- 0.99% |
$98.8K - $123K
|
12.8K
$9.99M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
666+ 72.63% |
$514K - $639K
|
1.58K
$1.24M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-226- 6.11% |
$175K - $217K
|
3.48K
$2.72M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.29K- 34.78% |
$4.86M - $6.04M
|
11.8K
$9.24M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-143- 7.79% |
$110K - $137K
|
1.69K
$1.33M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
24+ 0.47% |
$18.5K - $23K
|
5.15K
$4.03M
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
199+ 19.08% |
$154K - $191K
|
1.24K
$973K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8+ 2.29% |
$6.18K - $7.68K
|
358
$280K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-250- 2.4% |
$193K - $240K
|
10.2K
$7.95M
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3+ 0.96% |
$2.32K - $2.88K
|
316
$247K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 13.45% |
$54.8K - $68.2K
|
599
$469K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-21.5K- 3.78% |
$16.6M - $20.6M
|
547K
$428M
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.09% |
$772 - $960
|
1.12K
$878K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
15+ 1.43% |
$11.6K - $14.4K
|
1.06K
$833K
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
708New |
$547K - $680K
|
708
$554K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-22- 1.44% |
$17K - $21.1K
|
1.51K
$1.18M
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-17- 6.32% |
$13.1K - $16.3K
|
252
$197K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
82+ 0.84% |
$63.3K - $78.7K
|
9.89K
$7.74M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.93K
$2.29M
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5+ 2.07% |
$3.86K - $4.8K
|
246
$193K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
255+ 8.12% |
$197K - $245K
|
3.4K
$2.66M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13- 1.12% |
$10K - $12.5K
|
1.15K
$899K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-72- 2.29% |
$55.6K - $69.1K
|
3.07K
$2.41M
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7- 1.97% |
$5.4K - $6.72K
|
348
$273K
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-41- 7.02% |
$31.7K - $39.4K
|
543
$425K
|