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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
589+ 6.69% |
$427K - $548K
|
9.39K
$7.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 11.5% |
$95.1K - $122K
|
1.27K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
113+ 1.1% |
$82K - $105K
|
10.4K
$8.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-16- 4.83% |
$11.6K - $14.9K
|
315
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
210New |
$152K - $195K
|
210
$168K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-24- 2.65% |
$17.4K - $22.3K
|
883
$706K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.37K+ 6.2% |
$5.35M - $6.86M
|
126K
$101M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$726 - $930
|
5.01K
$4M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 1.65% |
$19.6K - $25.1K
|
1.67K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-1.23K- 9.72% |
$893K - $1.14M
|
11.4K
$9.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
101+ 19.77% |
$73.3K - $93.9K
|
612
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-184- 12.37% |
$134K - $171K
|
1.3K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
84+ 6.87% |
$61K - $78.1K
|
1.31K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
186+ 4.48% |
$135K - $173K
|
4.34K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 19.8% |
$14.5K - $18.6K
|
81
$64.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6+ 24.0% |
$4.35K - $5.58K
|
31
$24.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
137+ 4.28% |
$99.4K - $127K
|
3.34K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
435+ 5.3% |
$316K - $404K
|
8.65K
$6.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
47.1K+ 122.29% |
$34.2M - $43.8M
|
85.6K
$68.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
49+ 11.98% |
$35.6K - $45.6K
|
458
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-35- 6.39% |
$25.4K - $32.5K
|
513
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-27- 0.35% |
$19.6K - $25.1K
|
7.59K
$6.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-128- 3.74% |
$92.9K - $119K
|
3.3K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-75- 4.22% |
$54.4K - $69.7K
|
1.7K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
191+ 1.87% |
$139K - $178K
|
10.4K
$8.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
484+ 8.81% |
$351K - $450K
|
5.98K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
101K+ 19.4% |
$73M - $93.6M
|
620K
$495M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 0.17% |
$726 - $930
|
587
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 1.52% |
$20.3K - $26K
|
1.88K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
777+ 14.14% |
$564K - $722K
|
6.27K
$5.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-218- 9.82% |
$158K - $203K
|
2K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
307+ 13.79% |
$223K - $285K
|
2.53K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.5K+ 17.21% |
$8.33M - $10.7M
|
78.2K
$62.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-331- 9.56% |
$240K - $308K
|
3.13K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
125+ 5.56% |
$90.7K - $116K
|
2.38K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
19+ 1.67% |
$13.8K - $17.7K
|
1.16K
$925K
|
|
|
Apr 16, 2025
Q1 2025
|
Lilly Endowment Inc
Indianapolis, IN |
SELL
|
- |
-875K- 0.9% |
$635M - $814M
|
96M
$76.8B
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.07% |
$726 - $930
|
1.42K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13- 0.92% |
$9.43K - $12.1K
|
1.4K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-3.42K- 40.38% |
$2.48M - $3.18M
|
5.05K
$4.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-4.4K- 7.37% |
$3.19M - $4.09M
|
55.3K
$44.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-395- 9.38% |
$287K - $367K
|
3.82K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
192+ 7.08% |
$139K - $179K
|
2.91K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
792+ 15.92% |
$575K - $736K
|
5.77K
$4.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 1.02% |
$36.3K - $46.5K
|
4.85K
$3.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-62- 2.64% |
$45K - $57.6K
|
2.29K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
286New |
$208K - $266K
|
286
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 3.73% |
$82K - $105K
|
3.15K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-852- 5.96% |
$618K - $792K
|
13.5K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-835- 1.09% |
$606K - $776K
|
76.1K
$60.8M
|