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 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-200- 0.45% |
$86.9K - $120K
|
44K
$35M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-7.45K- 12.31% |
$3.24M - $4.46M
|
53.1K
$42.2M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
66New |
$28.7K - $39.6K
|
66
$52.5K
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
429New |
$186K - $257K
|
429
$341K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$1.3K - $1.8K
|
4.29K
$3.42M
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
14+ 12.07% |
$6.09K - $8.39K
|
130
$103K
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
626New |
$272K - $375K
|
626
$498K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-24- 8.51% |
$10.4K - $14.4K
|
258
$205K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-736- 13.68% |
$320K - $441K
|
4.65K
$3.7M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$14.3K - $19.8K
|
33
$26.3K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
171+ 1.99% |
$74.3K - $102K
|
8.77K
$6.97M
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
413New |
$180K - $248K
|
413
$329K
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$435 - $599
|
635
$505K
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-71- 7.94% |
$30.9K - $42.6K
|
823
$655K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.7KNew |
$7.7M - $10.6M
|
17.7K
$14.1M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
22New |
$9.56K - $13.2K
|
22
$17.5K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
86New |
$37.4K - $51.5K
|
86
$68.4K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.77K- 13.15% |
$1.64M - $2.26M
|
24.9K
$19.8M
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
25+ 3.78% |
$10.9K - $15K
|
686
$546K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
382New |
$166K - $229K
|
382
$304K
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
14.6KNew |
$6.34M - $8.74M
|
14.6K
$11.6M
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-111- 2.66% |
$48.3K - $66.5K
|
4.06K
$3.23M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
25New |
$10.9K - $15K
|
25
$19.9K
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
43New |
$18.7K - $25.8K
|
43
$34.2K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5+ 1.07% |
$2.17K - $3K
|
471
$375K
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
125+ 16.67% |
$54.3K - $74.9K
|
875
$696K
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
652New |
$283K - $391K
|
652
$519K
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-45- 36.0% |
$19.6K - $27K
|
80
$63.7K
|
|
Q2 2023 | |||||||
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
255+ 40.28% |
$89.4K - $120K
|
888
$707K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
885+ 25.56% |
$310K - $415K
|
4.35K
$3.46M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 40.0% |
$3.51K - $4.69K
|
15
$11.9K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
PUT |
100New |
$35.1K - $46.9K
|
100
$79.6K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-26.4K- 54.81% |
$9.26M - $12.4M
|
21.8K
$17.3M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
24.3K+ 419.85% |
$8.54M - $11.4M
|
30.1K
$24M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4New |
$1.4K - $1.88K
|
4
$3.18K
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
37.8K+ 46.23% |
$13.3M - $17.7M
|
120K
$95.1M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
475New |
$167K - $223K
|
475
$378K
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-1.81K- 91.49% |
$633K - $847K
|
168
$134K
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$3.51M - $4.69M
|
10K
$7.96M
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
664New |
$233K - $311K
|
664
$528K
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
CALL |
20KNew |
$7.01M - $9.38M
|
20K
$15.9M
|
|
Aug 14, 2023
Q2 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
9.92K+ 22.32% |
$3.48M - $4.65M
|
54.4K
$43.3M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-517- 33.42% |
$181K - $242K
|
1.03K
$820K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
56New |
$19.6K - $26.3K
|
56
$44.6K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-53- 1.72% |
$18.6K - $24.9K
|
3.03K
$2.41M
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-500- 66.93% |
$175K - $234K
|
247
$197K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.81KNew |
$1.69M - $2.26M
|
4.81K
$3.83M
|
|
Aug 14, 2023
Q2 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
32.5KNew |
$11.4M - $15.2M
|
32.5K
$25.9M
|
|
Aug 14, 2023
Q2 2023
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
34.6KNew |
$12.1M - $16.2M
|
34.6K
$27.5M
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-105- 7.37% |
$36.8K - $49.2K
|
1.32K
$1.05M
|