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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.27K- 6.17% |
$2.38M - $3.05M
|
49.7K
$44M
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 7.02% |
$17.5K - $22.4K
|
366
$324K
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-156- 10.33% |
$113K - $145K
|
1.35K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-44- 11.34% |
$32K - $41K
|
344
$305K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$223K - $286K
|
307
$272K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 32.61% |
$21.8K - $28K
|
122
$108K
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.22K- 31.85% |
$887K - $1.14M
|
2.61K
$2.31M
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-87- 3.31% |
$63.3K - $81.1K
|
2.54K
$2.25M
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 8.97% |
$1.18M - $1.51M
|
19.7K
$17.4M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.19KNew |
$863K - $1.11M
|
1.19K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-591- 12.96% |
$430K - $551K
|
3.97K
$3.51M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.11K- 3.12% |
$808K - $1.04M
|
34.5K
$30.5M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104+ 1.51% |
$75.6K - $96.9K
|
7.01K
$6.21M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-28- 2.77% |
$20.4K - $26.1K
|
983
$870K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
5.81KNew |
$4.23M - $5.42M
|
5.81K
$5.14M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
720+ 27.09% |
$524K - $671K
|
3.38K
$2.99M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
6.51K+ 38.8% |
$4.73M - $6.07M
|
23.3K
$20.6M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 25.74% |
$25.5K - $32.6K
|
171
$151K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-28- 5.82% |
$20.4K - $26.1K
|
453
$401K
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-300- 4.96% |
$218K - $280K
|
5.75K
$5.09M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-47- 0.95% |
$34.2K - $43.8K
|
4.93K
$4.36M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.94K- 6.35% |
$1.41M - $1.8M
|
28.6K
$25.3M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
548+ 16.4% |
$399K - $511K
|
3.89K
$3.44M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11+ 1.43% |
$8K - $10.3K
|
778
$689K
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
417New |
$303K - $389K
|
417
$369K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-9- 0.32% |
$6.54K - $8.39K
|
2.79K
$2.47M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
403New |
$293K - $376K
|
403
$357K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
18+ 0.57% |
$13.1K - $16.8K
|
3.18K
$2.82M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5+ 0.95% |
$3.64K - $4.66K
|
533
$472K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-64- 4.75% |
$46.5K - $59.7K
|
1.28K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.45K+ 23.6% |
$1.05M - $1.35M
|
7.59K
$6.72M
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
345+ 1.8% |
$251K - $322K
|
19.5K
$17.3M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18- 11.76% |
$13.1K - $16.8K
|
135
$120K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-36- 0.56% |
$26.2K - $33.6K
|
6.35K
$5.62M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
PUT |
-1.09K- 99.0% |
$792K - $1.02M
|
11
$9.74K
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
265New |
$193K - $247K
|
265
$235K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
708+ 2.79% |
$515K - $660K
|
26K
$23.1M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-182- 2.09% |
$132K - $170K
|
8.54K
$7.56M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
6.9KNew |
$5.01M - $6.43M
|
6.9K
$6.1M
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
156+ 12.06% |
$113K - $145K
|
1.45K
$1.28M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2+ 0.57% |
$1.45K - $1.86K
|
355
$314K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
173+ 9.85% |
$126K - $161K
|
1.93K
$1.71M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
34.4K+ 240.09% |
$25M - $32.1M
|
48.7K
$43.1M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
371+ 22.96% |
$270K - $346K
|
1.99K
$1.76M
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-743- 5.34% |
$540K - $693K
|
13.2K
$11.7M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
922+ 31.88% |
$670K - $859K
|
3.81K
$3.38M
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
11KNew |
$8M - $10.3M
|
11K
$9.74M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
264New |
$192K - $246K
|
264
$234K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
117+ 2.58% |
$85.1K - $109K
|
4.65K
$4.12M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.4K+ 22.63% |
$7.59M - $9.73M
|
56.6K
$50.1M
|