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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
6.5K+ 17.52% |
$5.02M - $6.24M
|
43.6K
$38.6M
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-630- 30.0% |
$486K - $605K
|
1.47K
$1.3M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12+ 1.67% |
$9.27K - $11.5K
|
731
$647K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33- 14.41% |
$25.5K - $31.7K
|
196
$173K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
113+ 8.05% |
$87.3K - $108K
|
1.52K
$1.34M
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
427New |
$330K - $410K
|
427
$378K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
60+ 24.9% |
$46.3K - $57.6K
|
301
$266K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
29+ 9.45% |
$22.4K - $27.8K
|
336
$297K
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 2.63% |
$8.49K - $10.6K
|
408
$361K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-50- 13.33% |
$38.6K - $48K
|
325
$288K
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.14% |
$3.86K - $4.8K
|
443
$392K
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
717New |
$554K - $688K
|
717
$635K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
515New |
$398K - $494K
|
515
$456K
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-5.77K- 50.46% |
$4.46M - $5.54M
|
5.67K
$5.01M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.26K- 30.4% |
$974K - $1.21M
|
2.89K
$2.56M
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
360New |
$278K - $346K
|
360
$319K
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
79+ 5.98% |
$61K - $75.8K
|
1.4K
$1.24M
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 2.87% |
$77.2K - $96K
|
3.38K
$3M
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-11- 4.4% |
$8.49K - $10.6K
|
239
$212K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$57.5K
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-30- 6.37% |
$23.2K - $28.8K
|
441
$390K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.94K- 90.14% |
$3.04M - $3.78M
|
431
$382K
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-35- 2.68% |
$27K - $33.6K
|
1.27K
$1.13M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$77.2K - $96K
|
100
$88.5K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-21- 3.8% |
$16.2K - $20.2K
|
531
$470K
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-9.45K- 77.68% |
$7.3M - $9.08M
|
2.72K
$2.4M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.2% |
$4.63K - $5.76K
|
3.01K
$2.67M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
PUT |
700New |
$540K - $672K
|
700
$620K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
80+ 6.12% |
$61.8K - $76.8K
|
1.39K
$1.23M
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-6- 0.93% |
$4.63K - $5.76K
|
640
$567K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-301- 11.68% |
$232K - $289K
|
2.28K
$2.01M
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-69- 23.31% |
$53.3K - $66.2K
|
227
$201K
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
360New |
$278K - $346K
|
360
$319K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
121+ 1.77% |
$93.4K - $116K
|
6.95K
$6.15M
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
80+ 10.2% |
$61.8K - $76.8K
|
864
$765K
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-150- 8.15% |
$116K - $144K
|
1.69K
$1.5M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
731New |
$564K - $702K
|
731
$647K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-17- 0.11% |
$13.1K - $16.3K
|
14.9K
$13.2M
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
40+ 17.09% |
$30.9K - $38.4K
|
274
$243K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
16+ 1.55% |
$12.4K - $15.4K
|
1.05K
$927K
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
606+ 50.5% |
$468K - $582K
|
1.81K
$1.6M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.32K+ 6.32% |
$1.02M - $1.26M
|
22.2K
$19.6M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
25New |
$19.3K - $24K
|
25
$22.1K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.87K- 0.2% |
$1.44M - $1.8M
|
915K
$810M
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26- 9.25% |
$20.1K - $25K
|
255
$226K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
119+ 7.6% |
$91.9K - $114K
|
1.68K
$1.49M
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.04KNew |
$805K - $1M
|
1.04K
$922K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11+ 3.4% |
$8.49K - $10.6K
|
335
$297K
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1- 0.4% |
$772 - $960
|
249
$220K
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-901- 53.41% |
$696K - $865K
|
786
$696K
|