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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
400+ 74.07% |
$309K - $384K
|
940
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
11.7K+ 131.14% |
$9.07M - $11.3M
|
20.7K
$18.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-14- 6.54% |
$10.8K - $13.4K
|
200
$175K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-93- 11.51% |
$71.8K - $89.3K
|
715
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-50- 83.33% |
$38.6K - $48K
|
10
$8.77K
|
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-17- 2.06% |
$13.1K - $16.3K
|
809
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
241New |
$186K - $231K
|
241
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
19+ 0.49% |
$14.7K - $18.2K
|
3.91K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 8.61% |
$35.5K - $44.2K
|
488
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5- 0.48% |
$3.86K - $4.8K
|
1.03K
$904K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.47% |
$6.95K - $8.64K
|
1.92K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-194- 19.88% |
$150K - $186K
|
782
$686K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.38KNew |
$1.83M - $2.28M
|
2.38K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-69- 5.76% |
$53.3K - $66.2K
|
1.13K
$990K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
19+ 5.86% |
$14.7K - $18.2K
|
343
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
233New |
$180K - $224K
|
233
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
16+ 5.61% |
$12.4K - $15.4K
|
301
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
18KNew |
$13.9M - $17.3M
|
18K
$15.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
122+ 5.89% |
$94.2K - $117K
|
2.19K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
16+ 1.03% |
$12.4K - $15.4K
|
1.57K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-90- 5.94% |
$69.5K - $86.4K
|
1.42K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.22% |
$772 - $960
|
460
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-17- 4.11% |
$13.1K - $16.3K
|
397
$348K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.03KNew |
$795K - $988K
|
1.03K
$903K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4- 1.56% |
$3.09K - $3.84K
|
253
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-28- 4.99% |
$21.6K - $26.9K
|
533
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
197+ 16.97% |
$152K - $189K
|
1.36K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
384New |
$297K - $369K
|
384
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-43- 14.98% |
$33.2K - $41.3K
|
244
$214K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 2.89% |
$9.27K - $11.5K
|
427
$375K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8+ 2.29% |
$6.18K - $7.68K
|
358
$314K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
15+ 1.43% |
$11.6K - $14.4K
|
1.06K
$933K
|
|
|
Oct 03, 2024
Q3 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
4.59KNew |
$3.54M - $4.4M
|
4.59K
$4.02M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
44+ 2.5% |
$34K - $42.2K
|
1.8K
$1.58M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-69- 3.78% |
$53.3K - $66.2K
|
1.76K
$1.54M
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
43.9K+ 3.47% |
$31.9M - $39.9M
|
1.31M
$1.15B
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-540- 2.36% |
$391K - $491K
|
22.4K
$19.6M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1- 0.07% |
$725 - $909
|
1.36K
$1.19M
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
38.8K+ 11.33% |
$28.2M - $35.3M
|
382K
$335M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-14.3K- 85.37% |
$10.4M - $13M
|
2.45K
$2.15M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
226New |
$164K - $205K
|
226
$198K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-2.3K- 8.67% |
$1.67M - $2.09M
|
24.2K
$21.2M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-122- 44.36% |
$88.4K - $111K
|
153
$134K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
718New |
$520K - $653K
|
718
$630K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
253New |
$183K - $230K
|
253
$222K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
CALL |
300New |
$217K - $273K
|
300
$263K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.26KNew |
$916K - $1.15M
|
1.26K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-2.01K- 15.54% |
$1.46M - $1.83M
|
10.9K
$9.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-50- 1.57% |
$36.2K - $45.5K
|
3.14K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$1.09M - $1.36M
|
1.5K
$1.32M
|
|