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 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
305New |
$181K - $242K
|
305
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
260New |
$154K - $206K
|
260
$207K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
312New |
$185K - $247K
|
312
$248K
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$4.74M - $6.34M
|
8K
$6.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
20+ 2.16% |
$11.8K - $15.8K
|
945
$752K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 1.26% |
$2.96K - $3.96K
|
402
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-26- 4.15% |
$15.4K - $20.6K
|
601
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
890New |
$527K - $705K
|
890
$708K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4+ 0.2% |
$2.37K - $3.17K
|
2.04K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-58- 7.4% |
$34.3K - $46K
|
726
$578K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
984+ 1312.0% |
$583K - $780K
|
1.06K
$843K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
38+ 7.27% |
$22.5K - $30.1K
|
561
$446K
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-1.5K- 60.0% |
$888K - $1.19M
|
1K
$796K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.47K- 65.8% |
$873K - $1.17M
|
766
$609K
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
121New |
$71.7K - $95.9K
|
121
$96.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Lattice Capital Management, LLC
|
SELL
|
- |
-400- 9.26% |
$237K - $317K
|
3.92K
$3.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-208- 48.6% |
$123K - $165K
|
220
$175K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
318New |
$188K - $252K
|
318
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.64% |
$1.78K - $2.38K
|
473
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-3.71K- 64.23% |
$2.2M - $2.94M
|
2.07K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-100- 14.93% |
$59.2K - $79.2K
|
570
$454K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-90- 10.18% |
$53.3K - $71.3K
|
794
$632K
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
280New |
$166K - $222K
|
280
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
293New |
$174K - $232K
|
293
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-672- 15.3% |
$398K - $532K
|
3.72K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.7K- 86.05% |
$2.19M - $2.93M
|
600
$477K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
51New |
$30.2K - $40.4K
|
51
$40.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-6- 0.53% |
$3.55K - $4.75K
|
1.13K
$896K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-6- 1.05% |
$3.55K - $4.75K
|
568
$452K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.86KNew |
$1.1M - $1.47M
|
1.86K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 2.52% |
$29.6K - $39.6K
|
1.94K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-150- 18.75% |
$88.8K - $119K
|
650
$517K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
286New |
$169K - $227K
|
286
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
287New |
$170K - $227K
|
287
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-230- 14.74% |
$136K - $182K
|
1.33K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
341New |
$202K - $270K
|
341
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
259New |
$153K - $205K
|
259
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
67+ 18.31% |
$39.7K - $53.1K
|
433
$345K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$355K - $475K
|
600
$477K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.53KNew |
$905K - $1.21M
|
1.53K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-20- 28.57% |
$11.8K - $15.8K
|
50
$39.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 4.0% |
$2.37K - $3.17K
|
104
$82.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
347+ 59.62% |
$205K - $275K
|
929
$739K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-34- 10.4% |
$20.1K - $26.9K
|
293
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-14- 2.95% |
$8.29K - $11.1K
|
460
$366K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
276New |
$163K - $219K
|
276
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
5+ 0.66% |
$2.96K - $3.96K
|
759
$604K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
327New |
$194K - $259K
|
327
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
20+ 3.67% |
$11.8K - $15.8K
|
565
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-86- 13.48% |
$50.9K - $68.1K
|
552
$439K
|