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 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$727 - $932
|
2.13K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-101- 7.62% |
$73.4K - $94.1K
|
1.22K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.15K+ 223.64% |
$839K - $1.08M
|
1.67K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-42- 0.38% |
$30.5K - $39.1K
|
11.1K
$8.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
5.31KNew |
$3.86M - $4.95M
|
5.31K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
SELL
|
- |
-14K- 98.01% |
$10.1M - $13M
|
283
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2+ 0.29% |
$1.45K - $1.86K
|
684
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-61- 3.77% |
$44.4K - $56.9K
|
1.56K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
50+ 16.95% |
$36.4K - $46.6K
|
345
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.33K+ 113.56% |
$3.15M - $4.03M
|
8.14K
$6.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
24+ 8.05% |
$17.5K - $22.4K
|
322
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-31- 1.61% |
$22.5K - $28.9K
|
1.9K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
581+ 62.81% |
$423K - $542K
|
1.51K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
56+ 7.25% |
$40.7K - $52.2K
|
828
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65New |
$47.3K - $60.6K
|
65
$51.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$223K - $286K
|
307
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.22K- 31.85% |
$887K - $1.14M
|
2.61K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 8.97% |
$1.18M - $1.51M
|
19.7K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-300- 4.96% |
$218K - $280K
|
5.75K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
265New |
$193K - $247K
|
265
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
156+ 12.06% |
$113K - $145K
|
1.45K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
34.4K+ 240.09% |
$25M - $32.1M
|
48.7K
$38.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
140New |
$102K - $130K
|
140
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
23+ 6.1% |
$16.7K - $21.4K
|
400
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-63- 17.55% |
$45.8K - $58.7K
|
296
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$191K - $245K
|
263
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
657New |
$478K - $612K
|
657
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-16- 2.62% |
$11.6K - $14.9K
|
594
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.48% |
$7.27K - $9.32K
|
2.1K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-40- 7.6% |
$29.1K - $37.3K
|
486
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
75New |
$54.5K - $69.9K
|
75
$59K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-19- 8.68% |
$13.8K - $17.7K
|
200
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2- 0.31% |
$1.45K - $1.86K
|
645
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-700- 65.91% |
$509K - $652K
|
362
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-19- 6.42% |
$13.8K - $17.7K
|
277
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-99- 9.59% |
$72K - $92.3K
|
933
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-6.1K- 6.31% |
$4.44M - $5.69M
|
90.5K
$71.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
175+ 15.38% |
$127K - $163K
|
1.31K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
95+ 11.64% |
$69.1K - $88.5K
|
911
$717K
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
14+ 1.75% |
$10.2K - $13K
|
814
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
7.5KNew |
$5.45M - $6.99M
|
7.5K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-276- 28.93% |
$201K - $257K
|
678
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2- 0.37% |
$1.45K - $1.86K
|
540
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2+ 0.07% |
$1.45K - $1.86K
|
2.99K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-13- 1.59% |
$9.45K - $12.1K
|
807
$635K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
290New |
$211K - $270K
|
290
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
347New |
$252K - $323K
|
347
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
151+ 4.14% |
$110K - $141K
|
3.8K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-16.8K- 75.72% |
$12.2M - $15.6M
|
5.38K
$4.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9- 2.41% |
$6.54K - $8.39K
|
365
$287K
|