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 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
18+ 1.24% |
$13.1K - $16.8K
|
1.48K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-59- 1.44% |
$42.9K - $55K
|
4.04K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
9New |
$6.54K - $8.39K
|
9
$7.97K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-72- 11.52% |
$52.4K - $67.1K
|
553
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-100- 25.0% |
$72.7K - $93.2K
|
300
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
340New |
$247K - $317K
|
340
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
2.14K+ 0.99% |
$1.56M - $2M
|
219K
$193M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-78- 9.95% |
$56.7K - $72.7K
|
706
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
250New |
$182K - $233K
|
250
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
695+ 35.46% |
$505K - $648K
|
2.66K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
222+ 0.25% |
$161K - $207K
|
90.3K
$79.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-685- 16.26% |
$498K - $638K
|
3.53K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 6.84% |
$145K - $186K
|
2.73K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-99- 3.74% |
$72K - $92.3K
|
2.55K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
29+ 2.98% |
$21.1K - $27K
|
1K
$887K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1- 0.23% |
$727 - $932
|
436
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-26- 2.26% |
$18.9K - $24.2K
|
1.13K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-134- 31.75% |
$97.4K - $125K
|
288
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-136- 47.22% |
$98.9K - $127K
|
152
$135K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-75- 5.9% |
$54.5K - $69.9K
|
1.2K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-21- 1.08% |
$15.3K - $19.6K
|
1.93K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
66+ 26.83% |
$48K - $61.5K
|
312
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-40- 3.48% |
$29.1K - $37.3K
|
1.11K
$981K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-44- 30.77% |
$32K - $41K
|
99
$87.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2+ 0.5% |
$1.45K - $1.86K
|
405
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 3.16% |
$9.45K - $12.1K
|
425
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-13- 1.62% |
$9.45K - $12.1K
|
789
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.38KNew |
$1.01M - $1.29M
|
1.38K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-84- 1.54% |
$61.1K - $78.3K
|
5.36K
$4.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.94% |
$1.45K - $1.86K
|
211
$187K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6New |
$4.36K - $5.59K
|
6
$5.31K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-46- 4.37% |
$33.5K - $42.9K
|
1.01K
$891K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
381+ 4.58% |
$277K - $355K
|
8.7K
$7.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
257+ 10.84% |
$187K - $240K
|
2.63K
$2.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-6- 1.21% |
$4.36K - $5.59K
|
488
$432K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-25- 3.42% |
$18.2K - $23.3K
|
707
$626K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
96+ 6.03% |
$69.8K - $89.5K
|
1.69K
$1.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.07% |
$5.09K - $6.52K
|
660
$584K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.22KNew |
$888K - $1.14M
|
1.22K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.06KNew |
$773K - $991K
|
1.06K
$941K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
139K+ 13.67% |
$101M - $129M
|
1.15M
$1.02B
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
278New |
$202K - $259K
|
278
$246K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 66.67% |
$7.27K - $9.32K
|
25
$22.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-32- 1.57% |
$23.3K - $29.8K
|
2.01K
$1.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
309New |
$225K - $288K
|
309
$274K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
20+ 1.37% |
$14.5K - $18.6K
|
1.48K
$1.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
17+ 1.34% |
$12.4K - $15.8K
|
1.28K
$1.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 20.0% |
$145K - $186K
|
800
$708K
|
|
| Q3 2024 | |||||||
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
51+ 11.56% |
$39.4K - $49K
|
492
$436K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
78.6K+ 1.41% |
$60.7M - $75.5M
|
5.66M
$5.01B
|
|