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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.93KNew |
$1.4M - $1.75M
|
1.93K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
224New |
$162K - $204K
|
224
$178K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
51+ 12.78% |
$37K - $46.4K
|
450
$357K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40+ 5.87% |
$29K - $36.4K
|
722
$573K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
81+ 27.84% |
$58.7K - $73.6K
|
372
$295K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
288New |
$209K - $262K
|
288
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-20- 0.64% |
$14.5K - $18.2K
|
3.12K
$2.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-671- 12.53% |
$486K - $610K
|
4.68K
$3.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-63- 21.5% |
$45.7K - $57.3K
|
230
$183K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
PUT |
-500- 45.45% |
$362K - $455K
|
600
$476K
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
320New |
$232K - $291K
|
320
$254K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-43- 10.72% |
$31.2K - $39.1K
|
358
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
85+ 4.62% |
$61.6K - $77.3K
|
1.93K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
228New |
$165K - $207K
|
228
$181K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
408New |
$296K - $371K
|
408
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-28- 1.26% |
$20.3K - $25.5K
|
2.2K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
233+ 233.0% |
$169K - $212K
|
333
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-3- 0.04% |
$2.17K - $2.73K
|
7.82K
$6.21M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
294New |
$213K - $267K
|
294
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
1.16KNew |
$839K - $1.05M
|
1.16K
$919K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
227New |
$165K - $206K
|
227
$180K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-70- 4.15% |
$50.7K - $63.6K
|
1.62K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.24% |
$725 - $909
|
415
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
216+ 38.1% |
$157K - $196K
|
783
$622K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.84% |
$7.25K - $9.09K
|
1.18K
$938K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
606+ 5.65% |
$439K - $551K
|
11.3K
$8.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-532- 3.13% |
$386K - $484K
|
16.5K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
250New |
$181K - $227K
|
250
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-189- 8.87% |
$137K - $172K
|
1.94K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
952New |
$690K - $865K
|
952
$756K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
46+ 4.21% |
$33.3K - $41.8K
|
1.14K
$904K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15- 2.09% |
$10.9K - $13.6K
|
702
$557K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 18.18% |
$36.2K - $45.5K
|
225
$179K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
18.2KNew |
$13.2M - $16.6M
|
18.2K
$14.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
20+ 4.03% |
$14.5K - $18.2K
|
516
$410K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
530New |
$384K - $482K
|
530
$421K
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-10- 2.66% |
$7.25K - $9.09K
|
366
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-148- 5.36% |
$107K - $135K
|
2.61K
$2.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3- 1.01% |
$2.17K - $2.73K
|
293
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-18- 1.14% |
$13K - $16.4K
|
1.56K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
9.6KNew |
$6.96M - $8.73M
|
9.6K
$7.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-79- 5.16% |
$57.3K - $71.8K
|
1.45K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-391- 16.29% |
$283K - $355K
|
2.01K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-73.8K- 42.38% |
$53.5M - $67.1M
|
100K
$79.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.04K- 25.3% |
$755K - $947K
|
3.08K
$2.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
173+ 7.93% |
$125K - $157K
|
2.35K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
813+ 28.27% |
$589K - $739K
|
3.69K
$2.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1- 0.22% |
$725 - $909
|
452
$359K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-2- 0.54% |
$1.45K - $1.82K
|
369
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
235New |
$170K - $214K
|
235
$187K
|