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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-19- 4.03% |
$9.98K - $11.8K
|
452
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
577New |
$303K - $357K
|
577
$459K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-16- 1.13% |
$8.4K - $9.91K
|
1.4K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-139- 5.81% |
$73K - $86.1K
|
2.25K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
347New |
$182K - $215K
|
347
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-8- 40.0% |
$4.2K - $4.95K
|
12
$9.55K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
360New |
$189K - $223K
|
360
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
15+ 3.75% |
$7.88K - $9.29K
|
415
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-441- 36.06% |
$232K - $273K
|
782
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
415+ 17.39% |
$218K - $257K
|
2.8K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$5.25K - $6.19K
|
10
$7.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
44+ 6.23% |
$23.1K - $27.2K
|
750
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.03KNew |
$1.07M - $1.26M
|
2.03K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.4KNew |
$735K - $867K
|
1.4K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5- 0.95% |
$2.63K - $3.1K
|
523
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 3.86% |
$12.6K - $14.9K
|
597
$475K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
267+ 65.93% |
$140K - $165K
|
672
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.67K- 9.3% |
$878K - $1.04M
|
16.3K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.18KNew |
$617K - $727K
|
1.18K
$935K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
429+ 113.19% |
$225K - $266K
|
808
$643K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 6.1% |
$13.1K - $15.5K
|
385
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
68+ 3.02% |
$35.7K - $42.1K
|
2.32K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-11.2K- 31.92% |
$5.9M - $6.95M
|
24K
$19.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.1KNew |
$1.1M - $1.3M
|
2.1K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
11+ 2.28% |
$5.78K - $6.81K
|
494
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-861- 20.84% |
$452K - $533K
|
3.27K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
551New |
$289K - $341K
|
551
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.77K- 19.8% |
$927K - $1.09M
|
7.15K
$5.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6New |
$3.15K - $3.71K
|
6
$4.77K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
30+ 7.39% |
$15.8K - $18.6K
|
436
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$4.2K - $4.95K
|
1.64K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
2KNew |
$1.05M - $1.24M
|
2K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-181- 5.04% |
$95.1K - $112K
|
3.41K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
108+ 0.23% |
$56.7K - $66.9K
|
48.1K
$38.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
945+ 99.16% |
$496K - $585K
|
1.9K
$1.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
534New |
$280K - $331K
|
534
$425K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
375New |
$197K - $232K
|
375
$298K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
31+ 3.1% |
$16.3K - $19.2K
|
1.03K
$820K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
363New |
$191K - $225K
|
363
$289K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.95% |
$6.3K - $7.43K
|
1.25K
$995K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-98- 21.44% |
$51.5K - $60.7K
|
359
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8- 38.1% |
$4.2K - $4.95K
|
13
$10.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.53K- 34.27% |
$801K - $944K
|
2.93K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.84K+ 22.35% |
$967K - $1.14M
|
10.1K
$8.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.37K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$525 - $619
|
4.99K
$3.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
827New |
$434K - $512K
|
827
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-100- 14.27% |
$52.5K - $61.9K
|
601
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-137- 4.02% |
$72K - $84.8K
|
3.27K
$2.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-2- 0.36% |
$1.05K - $1.24K
|
560
$446K
|