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 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-65- 18.21% |
$47.3K - $60.6K
|
292
$233K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$1.91M - $2.45M
|
2.63K
$2.1M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.36K- 99.06% |
$991K - $1.27M
|
13
$10.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
56New |
$40.7K - $52.2K
|
56
$44.8K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.06KNew |
$771K - $988K
|
1.06K
$847K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-70- 0.97% |
$50.9K - $65.2K
|
7.13K
$5.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
623New |
$453K - $581K
|
623
$498K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
616New |
$448K - $574K
|
616
$492K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-210- 12.9% |
$153K - $196K
|
1.42K
$1.13M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
233New |
$169K - $217K
|
233
$186K
|
|
|
Feb 27, 2025
Q4 2024
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
7.36KNew |
$5.35M - $6.86M
|
7.36K
$5.88M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-34- 12.69% |
$24.7K - $31.7K
|
234
$187K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.49K- 9.36% |
$2.54M - $3.25M
|
33.8K
$27M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-824K- 99.87% |
$599M - $768M
|
1.07K
$854K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-2- 1.45% |
$1.45K - $1.86K
|
136
$109K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
496+ 2.31% |
$361K - $462K
|
22K
$17.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-4- 1.23% |
$2.91K - $3.73K
|
321
$257K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
288New |
$209K - $268K
|
288
$230K
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5New |
$3.64K - $4.66K
|
5
$4K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
267New |
$194K - $249K
|
267
$213K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
549New |
$399K - $512K
|
549
$439K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
17+ 0.15% |
$12.4K - $15.8K
|
11.1K
$8.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
449+ 33.96% |
$327K - $418K
|
1.77K
$1.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.33K+ 57.23% |
$3.15M - $4.04M
|
11.9K
$9.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
615New |
$447K - $573K
|
615
$492K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
688New |
$500K - $641K
|
688
$550K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.24KNew |
$898K - $1.15M
|
1.24K
$987K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
2.03K+ 90.53% |
$1.47M - $1.89M
|
4.26K
$3.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
674+ 107.67% |
$490K - $628K
|
1.3K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
33.4KNew |
$24.3M - $31.2M
|
33.4K
$26.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
7.38KNew |
$5.36M - $6.87M
|
7.38K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.36K+ 19.75% |
$1.72M - $2.2M
|
14.3K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
136K+ 2.68% |
$98.8M - $127M
|
5.2M
$4.16B
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
11+ 0.63% |
$8K - $10.3K
|
1.76K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-12.7K- 93.86% |
$9.21M - $11.8M
|
829
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-16.5K- 97.95% |
$12M - $15.4M
|
346
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Integral Health Asset Management, LLC
|
BUY
|
- |
28K+ 280.0% |
$20.4M - $26.1M
|
38K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
52+ 17.75% |
$37.8K - $48.5K
|
345
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-42.7K- 63.27% |
$31.1M - $39.8M
|
24.8K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-40.9K- 56.43% |
$29.8M - $38.1M
|
31.6K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-55.4K- 63.68% |
$40.3M - $51.6M
|
31.6K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 6.19% |
$1.16M - $1.49M
|
24.2K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-194- 65.54% |
$141K - $181K
|
102
$81.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-35K- 79.78% |
$25.5M - $32.6M
|
8.87K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
166New |
$121K - $155K
|
166
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
3.8KNew |
$2.76M - $3.54M
|
3.8K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
26.3KNew |
$19.1M - $24.5M
|
26.3K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
PUT |
1.4K+ 31.82% |
$1.02M - $1.3M
|
5.8K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
3.8KNew |
$2.76M - $3.54M
|
3.8K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-22- 3.24% |
$16K - $20.5K
|
656
$524K
|