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 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
17+ 0.2% |
$12.4K - $15.8K
|
8.56K
$7.57M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-161- 7.21% |
$117K - $150K
|
2.07K
$1.83M
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
68+ 4.08% |
$49.4K - $63.4K
|
1.73K
$1.53M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-41- 9.11% |
$29.8K - $38.2K
|
409
$362K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-34- 0.52% |
$24.7K - $31.7K
|
6.54K
$5.79M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56+ 4.69% |
$40.7K - $52.2K
|
1.25K
$1.11M
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-44- 0.53% |
$32K - $41K
|
8.24K
$7.29M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-3.55K- 97.1% |
$2.58M - $3.31M
|
106
$93.8K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-45- 6.52% |
$32.7K - $41.9K
|
645
$571K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-62- 4.67% |
$45.1K - $57.8K
|
1.27K
$1.12M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
68+ 5.76% |
$49.4K - $63.4K
|
1.25K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.22K- 1.43% |
$3.07M - $3.93M
|
291K
$257M
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.05K- 51.45% |
$760K - $974K
|
986
$873K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
929+ 13.74% |
$676K - $866K
|
7.69K
$6.81M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2K- 4.5% |
$1.45M - $1.86M
|
42.4K
$37.5M
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-95- 5.8% |
$69.1K - $88.5K
|
1.54K
$1.37M
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
14+ 0.37% |
$10.2K - $13K
|
3.83K
$3.39M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 50.0% |
$2.91K - $3.73K
|
4
$3.54K
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-131- 7.52% |
$95.3K - $122K
|
1.61K
$1.43M
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-942- 1.9% |
$685K - $878K
|
48.7K
$43.1M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.71% |
$8.73K - $11.2K
|
1.67K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
304+ 4.96% |
$221K - $283K
|
6.43K
$5.7M
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-10- 0.65% |
$7.27K - $9.32K
|
1.54K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-60- 0.37% |
$43.6K - $55.9K
|
16.1K
$14.2M
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
139+ 1.66% |
$101K - $130K
|
8.54K
$7.56M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
912+ 7.71% |
$663K - $850K
|
12.7K
$11.3M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.94K+ 107.08% |
$2.13M - $2.74M
|
5.68K
$5.02M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-272- 13.76% |
$198K - $254K
|
1.71K
$1.51M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-164- 36.28% |
$119K - $153K
|
288
$255K
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.62K- 52.75% |
$1.18M - $1.51M
|
1.45K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-23- 3.28% |
$16.7K - $21.4K
|
678
$600K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
386+ 494.87% |
$281K - $360K
|
464
$411K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.07K+ 1.51% |
$2.96M - $3.79M
|
274K
$242M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.98K+ 17.16% |
$2.89M - $3.71M
|
27.1K
$24M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
603New |
$439K - $562K
|
603
$534K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.35% |
$2.18K - $2.8K
|
861
$762K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
519New |
$377K - $484K
|
519
$459K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-130- 1.86% |
$94.5K - $121K
|
6.87K
$6.08M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
422+ 27.87% |
$307K - $393K
|
1.94K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-30- 0.4% |
$21.8K - $28K
|
7.55K
$6.68M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
933+ 15.85% |
$678K - $870K
|
6.82K
$6.04M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
CALL |
2K+ 666.67% |
$1.45M - $1.86M
|
2.3K
$2.04M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
249+ 8.9% |
$181K - $232K
|
3.05K
$2.7M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
805+ 70.49% |
$585K - $750K
|
1.95K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-10- 0.93% |
$7.27K - $9.32K
|
1.06K
$939K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
77+ 21.69% |
$56K - $71.8K
|
432
$382K
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
107+ 19.74% |
$77.8K - $99.7K
|
649
$574K
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10+ 1.16% |
$7.27K - $9.32K
|
875
$775K
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-65- 3.69% |
$47.3K - $60.6K
|
1.7K
$1.5M
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.79K+ 620.22% |
$2.03M - $2.6M
|
3.24K
$2.87M
|