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
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
89+ 1.84% |
$64.7K - $83K
|
4.93K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-479- 19.2% |
$348K - $446K
|
2.02K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
2.29K+ 79.38% |
$1.67M - $2.13M
|
5.18K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.02M- 99.88% |
$743M - $952M
|
1.19K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
24.4K+ 67.12% |
$17.7M - $22.7M
|
60.7K
$53.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$727 - $932
|
2.13K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
99+ 3.63% |
$72K - $92.3K
|
2.83K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-101- 7.62% |
$73.4K - $94.1K
|
1.22K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.15K+ 223.64% |
$839K - $1.08M
|
1.67K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-42- 0.38% |
$30.5K - $39.1K
|
11.1K
$9.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-167- 14.99% |
$121K - $156K
|
947
$838K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
5.31KNew |
$3.86M - $4.95M
|
5.31K
$4.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
13+ 0.6% |
$9.45K - $12.1K
|
2.17K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
34+ 3.04% |
$24.7K - $31.7K
|
1.15K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-51- 14.05% |
$37.1K - $47.5K
|
312
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
SELL
|
- |
-14K- 98.01% |
$10.1M - $13M
|
283
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.19% |
$2.91K - $3.73K
|
2.11K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.17K+ 16.76% |
$6.67M - $8.54M
|
63.8K
$56.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2+ 0.29% |
$1.45K - $1.86K
|
684
$605K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
77+ 2.31% |
$56K - $71.8K
|
3.41K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-61- 3.77% |
$44.4K - $56.9K
|
1.56K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.42K+ 38.1% |
$3.94M - $5.05M
|
19.7K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
70+ 26.42% |
$50.9K - $65.2K
|
335
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
74+ 4.92% |
$53.8K - $69K
|
1.58K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
50+ 16.95% |
$36.4K - $46.6K
|
345
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-51- 0.78% |
$37.1K - $47.5K
|
6.49K
$5.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
382+ 23.74% |
$278K - $356K
|
1.99K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-60- 2.32% |
$43.6K - $55.9K
|
2.53K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
779+ 1.94% |
$566K - $726K
|
40.8K
$36.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
429New |
$312K - $400K
|
429
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-365- 1.33% |
$265K - $340K
|
27.2K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.05K+ 9.58% |
$2.21M - $2.84M
|
34.8K
$30.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.33K+ 113.56% |
$3.15M - $4.03M
|
8.14K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
250+ 84.46% |
$182K - $233K
|
546
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
24+ 8.05% |
$17.5K - $22.4K
|
322
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-14.7K- 29.43% |
$10.7M - $13.7M
|
35.3K
$31.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-255- 6.64% |
$185K - $238K
|
3.58K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
145+ 4.82% |
$105K - $135K
|
3.15K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
77+ 2.96% |
$56K - $71.8K
|
2.68K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-31- 1.61% |
$22.5K - $28.9K
|
1.9K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.39K+ 19.37% |
$4.64M - $5.95M
|
39.4K
$34.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 1.57% |
$8K - $10.3K
|
691
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
581+ 62.81% |
$423K - $542K
|
1.51K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
127+ 1.81% |
$92.4K - $118K
|
7.13K
$6.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
56+ 7.25% |
$40.7K - $52.2K
|
828
$733K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65New |
$47.3K - $60.6K
|
65
$57.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-2- 1.72% |
$1.45K - $1.86K
|
114
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375+ 7.6% |
$273K - $350K
|
5.31K
$4.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-47- 0.98% |
$34.2K - $43.8K
|
4.76K
$4.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
11.9K+ 4959.0% |
$8.62M - $11M
|
12.1K
$10.7M
|