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 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-44- 0.91% |
$31.9K - $40.9K
|
4.78K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
165+ 89.19% |
$120K - $153K
|
350
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-641- 51.16% |
$465K - $596K
|
612
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-3- 0.36% |
$2.18K - $2.79K
|
823
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
22+ 7.48% |
$16K - $20.5K
|
316
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.54K+ 37.0% |
$1.84M - $2.36M
|
9.4K
$7.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
276+ 10.89% |
$200K - $257K
|
2.81K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-410- 1.73% |
$298K - $381K
|
23.3K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.53% |
$41.4K - $53K
|
10.8K
$8.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
79+ 10.3% |
$57.3K - $73.4K
|
846
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-41- 5.58% |
$29.8K - $38.1K
|
694
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 1.4% |
$850K - $1.09M
|
82.2K
$65.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 2.22% |
$14.5K - $18.6K
|
919
$735K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-164- 5.23% |
$119K - $152K
|
2.97K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
190+ 45.35% |
$138K - $177K
|
609
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
48+ 12.7% |
$34.8K - $44.6K
|
426
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.92K+ 114.89% |
$2.12M - $2.71M
|
5.46K
$4.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
93+ 2.22% |
$67.5K - $86.5K
|
4.27K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-65- 0.73% |
$47.2K - $60.4K
|
8.83K
$7.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-199- 1.25% |
$144K - $185K
|
15.7K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
104+ 0.98% |
$75.5K - $96.7K
|
10.7K
$8.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
829+ 8.51% |
$602K - $771K
|
10.6K
$8.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-8- 0.09% |
$5.81K - $7.44K
|
8.67K
$6.93M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
55+ 2.11% |
$39.9K - $51.1K
|
2.66K
$2.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-1.62K- 14.89% |
$1.18M - $1.51M
|
9.28K
$7.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-20- 1.95% |
$14.5K - $18.6K
|
1.01K
$803K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.02KNew |
$737K - $944K
|
1.02K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
122+ 2.49% |
$88.5K - $113K
|
5.03K
$4.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
244+ 28.27% |
$177K - $227K
|
1.11K
$885K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-11- 0.48% |
$7.98K - $10.2K
|
2.29K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
54+ 6.44% |
$39.2K - $50.2K
|
893
$714K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
54+ 0.42% |
$39.2K - $50.2K
|
12.8K
$10.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
21+ 2.08% |
$15.2K - $19.5K
|
1.03K
$826K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
103+ 1.71% |
$74.7K - $95.8K
|
6.13K
$4.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
30+ 2.31% |
$21.8K - $27.9K
|
1.33K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
342+ 31.75% |
$248K - $318K
|
1.42K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
644+ 26.24% |
$467K - $599K
|
3.1K
$2.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-15- 0.12% |
$10.9K - $13.9K
|
12.3K
$9.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
841+ 15.96% |
$610K - $782K
|
6.11K
$4.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
143+ 4.45% |
$104K - $133K
|
3.36K
$2.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
61+ 3.5% |
$44.3K - $56.7K
|
1.8K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
224+ 15.33% |
$163K - $208K
|
1.69K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
35+ 3.34% |
$25.4K - $32.5K
|
1.08K
$866K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
15+ 0.88% |
$10.9K - $13.9K
|
1.72K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.88% |
$1.45K - $1.86K
|
230
$184K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-189- 5.52% |
$137K - $176K
|
3.24K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4- 0.53% |
$2.9K - $3.72K
|
744
$595K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-62- 0.52% |
$45K - $57.6K
|
11.8K
$9.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
28+ 4.1% |
$20.3K - $26K
|
711
$568K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
245New |
$178K - $228K
|
245
$196K
|