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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
5.8KNew |
$4.22M - $5.41M
|
5.8K
$4.56M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-103- 1.97% |
$74.9K - $96K
|
5.14K
$4.04M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-20- 43.48% |
$14.5K - $18.6K
|
26
$20.5K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-195- 12.65% |
$142K - $182K
|
1.35K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.61K- 58.81% |
$1.17M - $1.5M
|
1.13K
$886K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5+ 0.78% |
$3.64K - $4.66K
|
643
$506K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
44+ 9.48% |
$32K - $41K
|
508
$400K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
136New |
$98.9K - $127K
|
136
$107K
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-3.6K- 11.76% |
$2.62M - $3.36M
|
27K
$21.2M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-100- 86.21% |
$72.7K - $93.2K
|
16
$12.6K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
27+ 2.4% |
$19.6K - $25.2K
|
1.15K
$907K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
416New |
$303K - $388K
|
416
$327K
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1- 0.1% |
$727 - $932
|
1.03K
$807K
|
|
Jan 17, 2025
Q4 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-2.5K- 46.3% |
$1.82M - $2.33M
|
2.9K
$2.28M
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-20- 6.25% |
$14.5K - $18.6K
|
300
$236K
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
200New |
$145K - $186K
|
200
$157K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
200New |
$145K - $186K
|
200
$157K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-234- 7.65% |
$170K - $218K
|
2.82K
$2.22M
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1+ 0.38% |
$727 - $932
|
263
$207K
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
391New |
$284K - $364K
|
391
$308K
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
485+ 21.41% |
$353K - $452K
|
2.75K
$2.16M
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 41.67% |
$364K - $466K
|
700
$551K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-29- 0.55% |
$21.1K - $27K
|
5.25K
$4.13M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$727 - $932
|
602
$474K
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-30- 7.79% |
$21.8K - $28K
|
355
$279K
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2New |
$1.45K - $1.86K
|
2
$1.57K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
51+ 4.9% |
$37.1K - $47.5K
|
1.09K
$859K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$2.91K - $3.73K
|
4
$3.15K
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
16+ 6.18% |
$11.6K - $14.9K
|
275
$216K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.41% |
$2.91K - $3.73K
|
964
$759K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.23K- 92.76% |
$3.07M - $3.94M
|
330
$260K
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-76- 19.49% |
$55.3K - $70.8K
|
314
$247K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
149New |
$108K - $139K
|
149
$117K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3- 0.95% |
$2.18K - $2.8K
|
312
$246K
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-8K- 5.78% |
$5.82M - $7.46M
|
130K
$103M
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-86- 1.95% |
$62.5K - $80.2K
|
4.32K
$3.4M
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.16K- 54.68% |
$3.03M - $3.88M
|
3.45K
$2.72M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
617New |
$449K - $575K
|
617
$486K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-75- 19.84% |
$54.5K - $69.9K
|
303
$238K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
414New |
$301K - $386K
|
414
$326K
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
600New |
$436K - $559K
|
600
$472K
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
175+ 18.25% |
$127K - $163K
|
1.13K
$892K
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-10- 0.47% |
$7.27K - $9.32K
|
2.13K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-92- 7.72% |
$66.9K - $85.7K
|
1.1K
$866K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-165- 11.58% |
$120K - $154K
|
1.26K
$992K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-19- 29.23% |
$13.8K - $17.7K
|
46
$36.2K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-18- 1.2% |
$13.1K - $16.8K
|
1.48K
$1.17M
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-10- 1.37% |
$7.27K - $9.32K
|
720
$567K
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-29- 3.76% |
$21.1K - $27K
|
742
$584K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-13- 0.58% |
$9.45K - $12.1K
|
2.24K
$1.76M
|