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
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1- 0.27% |
$727 - $932
|
374
$331K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
43+ 358.33% |
$31.3K - $40.1K
|
55
$48.7K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-9- 0.7% |
$6.54K - $8.39K
|
1.28K
$1.14M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
3.26KNew |
$2.37M - $3.04M
|
3.26K
$2.88M
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
11.6KNew |
$8.44M - $10.8M
|
11.6K
$10.3M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-171- 22.5% |
$124K - $159K
|
589
$521K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.78K+ 23.08% |
$2.75M - $3.52M
|
20.1K
$17.8M
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-942- 0.32% |
$685K - $878K
|
297K
$263M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-590- 5.77% |
$429K - $550K
|
9.63K
$8.52M
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
2.6K+ 15.29% |
$1.89M - $2.42M
|
19.6K
$17.3M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.89K- 80.33% |
$2.1M - $2.7M
|
708
$627K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-99- 4.41% |
$72K - $92.3K
|
2.14K
$1.9M
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6.14KNew |
$4.47M - $5.72M
|
6.14K
$5.44M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.4K- 4.63% |
$8.31M - $10.7M
|
236K
$209M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-365- 13.58% |
$265K - $340K
|
2.32K
$2.06M
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
560New |
$407K - $522K
|
560
$496K
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
126+ 6.04% |
$91.6K - $117K
|
2.21K
$1.96M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.01K- 49.93% |
$731K - $937K
|
1.01K
$892K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-392- 30.51% |
$285K - $365K
|
893
$790K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
287+ 1.88% |
$209K - $268K
|
15.6K
$13.8M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.31K+ 4.03% |
$6.04M - $7.75M
|
214K
$190M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-606- 35.29% |
$441K - $565K
|
1.11K
$983K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
54.2K+ 38.92% |
$39.4M - $50.5M
|
193K
$171M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.63K- 37.09% |
$1.19M - $1.52M
|
2.77K
$2.45M
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.91K+ 98.14% |
$2.84M - $3.64M
|
7.89K
$6.98M
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
164+ 2.85% |
$119K - $153K
|
5.91K
$5.23M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.21K- 9.91% |
$3.06M - $3.92M
|
38.3K
$33.9M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
1KNew |
$727K - $932K
|
1K
$885K
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-500- 22.64% |
$364K - $466K
|
1.71K
$1.51M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.39K- 1.84% |
$1.74M - $2.22M
|
128K
$113M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1K+ 6.59% |
$801K - $1.03M
|
17.8K
$15.8M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
366+ 16.19% |
$266K - $341K
|
2.63K
$2.32M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.49KNew |
$1.08M - $1.39M
|
1.49K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.57% |
$3.64K - $4.66K
|
888
$786K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.09K- 25.47% |
$1.52M - $1.95M
|
6.12K
$5.42M
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-1K- 20.0% |
$727K - $932K
|
4K
$3.54M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
221+ 85.33% |
$161K - $206K
|
480
$425K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-241- 8.11% |
$175K - $225K
|
2.73K
$2.42M
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-547- 3.68% |
$398K - $510K
|
14.3K
$12.7M
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-17.7K- 1.55% |
$12.9M - $16.5M
|
1.13M
$998M
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-30- 2.7% |
$21.8K - $28K
|
1.08K
$956K
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
18+ 7.14% |
$13.1K - $16.8K
|
270
$239K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
66+ 3.98% |
$48K - $61.5K
|
1.73K
$1.53M
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7+ 0.38% |
$5.09K - $6.52K
|
1.87K
$1.65M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.42KNew |
$1.76M - $2.25M
|
2.42K
$2.14M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
764New |
$556K - $712K
|
764
$676K
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 2.71% |
$7.27K - $9.32K
|
359
$318K
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
218+ 7.76% |
$159K - $203K
|
3.03K
$2.68M
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-27- 2.27% |
$19.6K - $25.2K
|
1.16K
$1.03M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5+ 0.8% |
$3.64K - $4.66K
|
632
$559K
|