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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-277- 26.16% |
$201K - $258K
|
782
$692K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
684+ 4.83% |
$497K - $638K
|
14.9K
$13.1M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.15K+ 671.88% |
$1.56M - $2M
|
2.47K
$2.19M
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
14.3KNew |
$10.4M - $13.3M
|
14.3K
$12.6M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-6- 0.24% |
$4.36K - $5.59K
|
2.5K
$2.21M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
47.9K+ 42.15% |
$34.9M - $44.7M
|
162K
$143M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
700+ 700.0% |
$509K - $652K
|
800
$708K
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-4.44K- 23.75% |
$3.23M - $4.13M
|
14.2K
$12.6M
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
309New |
$225K - $288K
|
309
$274K
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 3.59% |
$1.02M - $1.3M
|
37.6K
$33.3M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-244- 9.92% |
$177K - $227K
|
2.22K
$1.96M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.73K- 60.12% |
$2.71M - $3.48M
|
2.47K
$2.19M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-91- 4.55% |
$66.2K - $84.8K
|
1.91K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
155+ 8.77% |
$113K - $144K
|
1.92K
$1.7M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
17+ 4.15% |
$12.4K - $15.8K
|
427
$378K
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
349New |
$254K - $325K
|
349
$309K
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-432- 3.61% |
$314K - $403K
|
11.5K
$10.2M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
113+ 6.99% |
$82.2K - $105K
|
1.73K
$1.53M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5+ 0.77% |
$3.64K - $4.66K
|
658
$582K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
812+ 17.26% |
$590K - $757K
|
5.52K
$4.88M
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-22- 4.08% |
$16K - $20.5K
|
517
$458K
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-71- 4.4% |
$51.6K - $66.2K
|
1.54K
$1.37M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.12K- 17.89% |
$3.72M - $4.77M
|
23.5K
$20.8M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$8K - $10.3K
|
13.4K
$11.8M
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8- 0.6% |
$5.82K - $7.46K
|
1.32K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
297+ 54.5% |
$216K - $277K
|
842
$745K
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
676New |
$492K - $630K
|
676
$598K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
6.95KNew |
$5.06M - $6.48M
|
6.95K
$6.15M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
23+ 0.63% |
$16.7K - $21.4K
|
3.69K
$3.27M
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$14.5K - $18.6K
|
56K
$49.6M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
230+ 0.72% |
$167K - $214K
|
32.2K
$28.5M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$746K - $956K
|
1.03K
$908K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-95- 2.59% |
$69.1K - $88.5K
|
3.58K
$3.17M
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-30- 9.15% |
$21.8K - $28K
|
298
$264K
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-539- 4.46% |
$392K - $502K
|
11.6K
$10.2M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
110+ 4.77% |
$80K - $103K
|
2.42K
$2.14M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.3K+ 40.4% |
$3.13M - $4.01M
|
15K
$13.2M
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
200+ 28.74% |
$145K - $186K
|
896
$793K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.66K+ 17.53% |
$1.94M - $2.48M
|
17.9K
$15.8M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.37K- 22.93% |
$996K - $1.28M
|
4.6K
$4.08M
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
80+ 33.9% |
$58.2K - $74.6K
|
316
$280K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-237- 2.57% |
$172K - $221K
|
8.97K
$7.94M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9New |
$6.54K - $8.39K
|
9
$7.97K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.5KNew |
$1.82M - $2.33M
|
2.5K
$2.21M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
300+ 3.14% |
$218K - $280K
|
9.85K
$8.72M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-46- 1.22% |
$33.5K - $42.9K
|
3.71K
$3.28M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-239- 5.18% |
$174K - $223K
|
4.38K
$3.88M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 6.14% |
$5.09K - $6.52K
|
107
$94.7K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.75K+ 218.87% |
$2M - $2.56M
|
4.01K
$3.55M
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
SELL
|
- |
-813- 3.86% |
$591K - $758K
|
20.2K
$17.9M
|