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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-1.07K- 78.94% |
$774K - $971K
|
285
$250K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6+ 0.43% |
$4.35K - $5.45K
|
1.4K
$1.23M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
170KNew |
$123M - $154M
|
170K
$149M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-47- 0.91% |
$34.1K - $42.7K
|
5.13K
$4.5M
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.93KNew |
$1.4M - $1.75M
|
1.93K
$1.69M
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
224New |
$162K - $204K
|
224
$197K
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-671- 12.53% |
$486K - $610K
|
4.68K
$4.11M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-63- 21.5% |
$45.7K - $57.3K
|
230
$202K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
PUT |
-500- 45.45% |
$362K - $455K
|
600
$526K
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
228New |
$165K - $207K
|
228
$200K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-28- 1.26% |
$20.3K - $25.5K
|
2.2K
$1.93M
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-3- 0.04% |
$2.17K - $2.73K
|
7.82K
$6.86M
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
227New |
$165K - $206K
|
227
$199K
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-532- 3.13% |
$386K - $484K
|
16.5K
$14.4M
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
250New |
$181K - $227K
|
250
$219K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-189- 8.87% |
$137K - $172K
|
1.94K
$1.7M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
46+ 4.21% |
$33.3K - $41.8K
|
1.14K
$998K
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 18.18% |
$36.2K - $45.5K
|
225
$197K
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
18.2KNew |
$13.2M - $16.6M
|
18.2K
$16M
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
20+ 4.03% |
$14.5K - $18.2K
|
516
$453K
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-18- 1.14% |
$13K - $16.4K
|
1.56K
$1.37M
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
9.6KNew |
$6.96M - $8.73M
|
9.6K
$8.42M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-79- 5.16% |
$57.3K - $71.8K
|
1.45K
$1.27M
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-73.8K- 42.38% |
$53.5M - $67.1M
|
100K
$88M
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
235New |
$170K - $214K
|
235
$206K
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10+ 0.43% |
$7.25K - $9.09K
|
2.33K
$2.04M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
24New |
$17.4K - $21.8K
|
24
$21.1K
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
255New |
$185K - $232K
|
255
$224K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
51+ 4.03% |
$37K - $46.4K
|
1.32K
$1.16M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3+ 6.12% |
$2.17K - $2.73K
|
52
$45.6K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-125- 0.82% |
$90.6K - $114K
|
15.1K
$13.3M
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
257New |
$186K - $234K
|
257
$225K
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
78+ 17.85% |
$56.5K - $70.9K
|
515
$452K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
351+ 8.0% |
$254K - $319K
|
4.74K
$4.16M
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
229New |
$166K - $208K
|
229
$201K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
50New |
$36.2K - $45.5K
|
50
$43.9K
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
292New |
$212K - $265K
|
292
$256K
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-205Closed |
$149K - $186K
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-398- 50.57% |
$288K - $362K
|
389
$341K
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
140+ 3.41% |
$101K - $127K
|
4.25K
$3.73M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-68- 18.58% |
$49.3K - $61.8K
|
298
$261K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-62- 1.14% |
$44.9K - $56.4K
|
5.38K
$4.72M
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-198- 2.34% |
$144K - $180K
|
8.27K
$7.26M
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-480- 6.46% |
$348K - $436K
|
6.95K
$6.09M
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
20+ 6.21% |
$14.5K - $18.2K
|
342
$300K
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.33K- 3.93% |
$964K - $1.21M
|
32.5K
$28.5M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
398New |
$288K - $362K
|
398
$349K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$4.35K - $5.45K
|
5.1K
$4.48M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
40New |
$29K - $36.4K
|
40
$35.1K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
125New |
$90.6K - $114K
|
125
$110K
|