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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-142- 2.49% |
$103K - $132K
|
5.57K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
285+ 41.24% |
$207K - $266K
|
976
$864K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4+ 0.2% |
$2.91K - $3.73K
|
2.04K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7- 0.24% |
$5.09K - $6.52K
|
2.93K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
290New |
$211K - $270K
|
290
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
347New |
$252K - $323K
|
347
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
151+ 4.14% |
$110K - $141K
|
3.8K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
548+ 0.13% |
$399K - $511K
|
434K
$384M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-16.8K- 75.72% |
$12.2M - $15.6M
|
5.38K
$4.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
872New |
$634K - $813K
|
872
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
305+ 42.54% |
$222K - $284K
|
1.02K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-224- 2.48% |
$163K - $209K
|
8.81K
$7.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 3.11% |
$5.09K - $6.52K
|
232
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
950+ 256.06% |
$691K - $885K
|
1.32K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-458- 5.07% |
$333K - $427K
|
8.58K
$7.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9- 2.41% |
$6.54K - $8.39K
|
365
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
5.8KNew |
$4.22M - $5.41M
|
5.8K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-103- 1.97% |
$74.9K - $96K
|
5.14K
$4.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
335+ 4.69% |
$244K - $312K
|
7.48K
$6.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
351New |
$255K - $327K
|
351
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-20- 43.48% |
$14.5K - $18.6K
|
26
$23K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
143+ 4.98% |
$104K - $133K
|
3.01K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-57- 4.11% |
$41.5K - $53.1K
|
1.33K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41+ 0.98% |
$29.8K - $38.2K
|
4.24K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-195- 12.65% |
$142K - $182K
|
1.35K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.61K- 58.81% |
$1.17M - $1.5M
|
1.13K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5+ 0.78% |
$3.64K - $4.66K
|
643
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-132- 0.58% |
$96K - $123K
|
22.6K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-12- 1.31% |
$8.73K - $11.2K
|
901
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-60- 9.4% |
$43.6K - $55.9K
|
578
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-175- 10.12% |
$127K - $163K
|
1.56K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$1.08M - $1.38M
|
1.48K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
44+ 9.48% |
$32K - $41K
|
508
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37- 1.05% |
$26.9K - $34.5K
|
3.5K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
136New |
$98.9K - $127K
|
136
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
136+ 59.39% |
$98.9K - $127K
|
365
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
92+ 1.27% |
$66.9K - $85.7K
|
7.36K
$6.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
185+ 8.01% |
$135K - $172K
|
2.5K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-3.6K- 11.76% |
$2.62M - $3.36M
|
27K
$23.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.4K- 77.78% |
$1.02M - $1.3M
|
400
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
50+ 13.97% |
$36.4K - $46.6K
|
408
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.24K- 74.35% |
$900K - $1.15M
|
427
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-309- 10.84% |
$225K - $288K
|
2.54K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-214- 3.71% |
$156K - $199K
|
5.56K
$4.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
321New |
$233K - $299K
|
321
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
28K+ 11.96% |
$20.4M - $26.1M
|
262K
$232M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-100- 86.21% |
$72.7K - $93.2K
|
16
$14.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
27+ 2.4% |
$19.6K - $25.2K
|
1.15K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4+ 0.92% |
$2.91K - $3.73K
|
440
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.83K- 3.16% |
$1.33M - $1.71M
|
56.1K
$49.7M
|