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 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
15.2K+ 87.97% |
$11.1M - $14.2M
|
32.5K
$28.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-40- 7.6% |
$29.1K - $37.3K
|
486
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.9K+ 11.08% |
$14.5M - $18.6M
|
199K
$177M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.58% |
$2.18K - $2.8K
|
522
$462K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-339- 41.14% |
$247K - $316K
|
485
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
75New |
$54.5K - $69.9K
|
75
$66.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-831- 0.87% |
$604K - $775K
|
94.8K
$83.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-19- 8.68% |
$13.8K - $17.7K
|
200
$177K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2- 0.31% |
$1.45K - $1.86K
|
645
$571K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.67K+ 3.93% |
$1.94M - $2.48M
|
70.4K
$62.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-109- 1.47% |
$79.3K - $102K
|
7.29K
$6.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
158+ 22.04% |
$115K - $147K
|
875
$775K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-700- 65.91% |
$509K - $652K
|
362
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.05% |
$2.18K - $2.8K
|
6.05K
$5.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-19- 6.42% |
$13.8K - $17.7K
|
277
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.65KNew |
$1.92M - $2.47M
|
2.65K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
11+ 0.12% |
$8K - $10.3K
|
8.99K
$7.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-99- 9.59% |
$72K - $92.3K
|
933
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7- 0.97% |
$5.09K - $6.52K
|
715
$633K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
74+ 0.53% |
$53.8K - $69K
|
14.1K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
369+ 1.99% |
$268K - $344K
|
18.9K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
346+ 6.83% |
$252K - $322K
|
5.41K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-6.1K- 6.31% |
$4.44M - $5.69M
|
90.5K
$80.1M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-89- 1.13% |
$64.7K - $83K
|
7.82K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-27- 0.67% |
$19.6K - $25.2K
|
4.01K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
377+ 8.3% |
$274K - $351K
|
4.92K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-167- 27.88% |
$121K - $156K
|
432
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
175+ 15.38% |
$127K - $163K
|
1.31K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
272+ 41.98% |
$198K - $254K
|
920
$814K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
161+ 3.89% |
$117K - $150K
|
4.3K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.93K+ 6.69% |
$2.86M - $3.67M
|
62.7K
$55.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-56- 2.66% |
$40.7K - $52.2K
|
2.05K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
95+ 11.64% |
$69.1K - $88.5K
|
911
$806K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
30+ 2.41% |
$21.8K - $28K
|
1.27K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.85% |
$727 - $932
|
118
$104K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.09K+ 12.36% |
$2.97M - $3.81M
|
37.1K
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
852+ 39.14% |
$620K - $794K
|
3.03K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-2- 0.57% |
$1.45K - $1.86K
|
348
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-19- 0.56% |
$13.8K - $17.7K
|
3.39K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
14+ 1.75% |
$10.2K - $13K
|
814
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
7.5KNew |
$5.45M - $6.99M
|
7.5K
$6.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13+ 3.78% |
$9.45K - $12.1K
|
357
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-276- 28.93% |
$201K - $257K
|
678
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2- 0.37% |
$1.45K - $1.86K
|
540
$478K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42+ 1.34% |
$30.5K - $39.1K
|
3.18K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2+ 0.07% |
$1.45K - $1.86K
|
2.99K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-13- 1.59% |
$9.45K - $12.1K
|
807
$714K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.22K- 30.49% |
$1.61M - $2.06M
|
5.05K
$4.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
100+ 24.33% |
$72.7K - $93.2K
|
511
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-75- 0.18% |
$54.5K - $69.9K
|
42.6K
$37.7M
|