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 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
101+ 27.75% |
$73.3K - $93.9K
|
465
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-8- 2.52% |
$5.81K - $7.44K
|
310
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
448New |
$325K - $417K
|
448
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
132+ 41.12% |
$95.8K - $123K
|
453
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
132+ 6.15% |
$95.8K - $123K
|
2.28K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-237- 2.51% |
$172K - $220K
|
9.19K
$7.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-173- 1.69% |
$126K - $161K
|
10.1K
$8.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
250New |
$181K - $232K
|
250
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-14- 2.2% |
$10.2K - $13K
|
621
$496K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.78K+ 73.44% |
$2.02M - $2.59M
|
6.57K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-501- 66.27% |
$364K - $466K
|
255
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
15+ 3.66% |
$10.9K - $13.9K
|
425
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
6.22K+ 78.44% |
$4.51M - $5.78M
|
14.1K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-180- 3.14% |
$131K - $167K
|
5.55K
$4.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.16% |
$726 - $930
|
622
$497K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
162+ 5.74% |
$118K - $151K
|
2.99K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-260- 1.22% |
$189K - $242K
|
21K
$16.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-174- 35.95% |
$126K - $162K
|
310
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 3.27% |
$36.3K - $46.5K
|
1.58K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-12.1K- 97.93% |
$8.75M - $11.2M
|
255
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.27K+ 81.61% |
$1.65M - $2.11M
|
5.05K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
109+ 14.29% |
$79.1K - $101K
|
872
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
142+ 27.95% |
$103K - $132K
|
650
$520K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
11+ 0.38% |
$7.98K - $10.2K
|
2.9K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1- 0.05% |
$726 - $930
|
1.9K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.25% |
$726 - $930
|
400
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
305+ 3.07% |
$221K - $284K
|
10.2K
$8.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-10- 1.51% |
$7.26K - $9.3K
|
652
$521K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-3- 0.14% |
$2.18K - $2.79K
|
2.15K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10- 1.06% |
$7.26K - $9.3K
|
935
$747K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.75K+ 23.12% |
$3.45M - $4.42M
|
25.3K
$20.2M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55+ 3.41% |
$39.9K - $51.1K
|
1.67K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.28K- 39.06% |
$927K - $1.19M
|
1.99K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 17.24% |
$1.28M - $1.64M
|
12K
$9.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
53+ 4.47% |
$38.5K - $49.3K
|
1.24K
$991K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-40- 1.53% |
$29K - $37.2K
|
2.57K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-487- 34.81% |
$353K - $453K
|
912
$729K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4+ 1.02% |
$2.9K - $3.72K
|
398
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-9- 2.56% |
$6.53K - $8.37K
|
343
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12+ 0.72% |
$8.71K - $11.2K
|
1.69K
$1.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-28- 1.24% |
$20.3K - $26K
|
2.23K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
683+ 91.8% |
$496K - $635K
|
1.43K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
533+ 5.41% |
$387K - $496K
|
10.4K
$8.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.52KNew |
$2.55M - $3.27M
|
3.52K
$2.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
263New |
$191K - $245K
|
263
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.09% |
$1.45K - $1.86K
|
2.11K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-32- 4.57% |
$23.2K - $29.8K
|
668
$534K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-162- 0.56% |
$118K - $151K
|
28.9K
$23.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.54K+ 255.21% |
$1.12M - $1.44M
|
2.15K
$1.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
9+ 3.05% |
$6.53K - $8.37K
|
304
$243K
|