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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-294- 17.03% |
$103K - $138K
|
1.43K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
620New |
$217K - $291K
|
620
$493K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
134+ 8.03% |
$47K - $62.8K
|
1.8K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
488New |
$171K - $229K
|
488
$388K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
700+ 116.28% |
$246K - $328K
|
1.3K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
64+ 3.1% |
$22.4K - $30K
|
2.13K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
892New |
$313K - $418K
|
892
$710K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
500New |
$175K - $234K
|
500
$398K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
15KNew |
$5.26M - $7.03M
|
15K
$11.9M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-240- 11.24% |
$84.2K - $113K
|
1.9K
$1.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
6+ 0.08% |
$2.1K - $2.81K
|
8.01K
$6.37M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
3+ 0.25% |
$1.05K - $1.41K
|
1.2K
$952K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.1KNew |
$651K - $765K
|
2.1K
$1.67M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
421+ 14.5% |
$131K - $154K
|
3.32K
$2.64M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$3.11K - $3.65K
|
10
$7.96K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
110+ 4.65% |
$34.2K - $40.1K
|
2.48K
$1.97M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-200- 4.29% |
$62.1K - $73K
|
4.47K
$3.55M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-129- 94.85% |
$40.1K - $47.1K
|
7
$5.57K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.54K- 2.42% |
$479K - $563K
|
62.2K
$49.5M
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-30- 4.69% |
$9.32K - $10.9K
|
609
$485K
|
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
50KNew |
$15.5M - $18.2M
|
50K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
229+ 13.58% |
$71.1K - $83.5K
|
1.92K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
CALL |
39.7KNew |
$12.3M - $14.5M
|
39.7K
$31.6M
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1.1KNew |
$342K - $401K
|
1.1K
$875K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
86+ 4.46% |
$26.7K - $31.4K
|
2.01K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
89+ 0.99% |
$27.6K - $32.5K
|
9.07K
$7.22M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
621+ 12.93% |
$193K - $227K
|
5.43K
$4.32M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-240- 13.56% |
$74.6K - $87.6K
|
1.53K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.21K+ 108.86% |
$687K - $807K
|
4.24K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-6.04K- 78.7% |
$1.88M - $2.2M
|
1.64K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.98MNew |
$2.79B - $3.28B
|
8.98M
$7.14B
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-200- 50.0% |
$62.1K - $73K
|
200
$159K
|
|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
CALL |
3.6KNew |
$1.12M - $1.31M
|
3.6K
$2.86M
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
3KNew |
$932K - $1.09M
|
3K
$2.39M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
5.38K+ 93.01% |
$1.67M - $1.96M
|
11.2K
$8.87M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
14+ 0.9% |
$4.35K - $5.11K
|
1.56K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-238- 11.14% |
$73.9K - $86.8K
|
1.9K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-45- 1.52% |
$14K - $16.4K
|
2.92K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
307New |
$95.4K - $112K
|
307
$244K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
301New |
$93.5K - $110K
|
301
$239K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
1.71M+ 2882.6% |
$530M - $623M
|
1.77M
$1.4B
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
16New |
$4.97K - $5.84K
|
16
$12.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-32- 20.0% |
$9.94K - $11.7K
|
128
$102K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
35+ 1.95% |
$10.9K - $12.8K
|
1.83K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-290- 3.41% |
$90.1K - $106K
|
8.21K
$6.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
590New |
$183K - $215K
|
590
$469K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
730New |
$227K - $266K
|
730
$581K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-35- 32.11% |
$10.9K - $12.8K
|
74
$58.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.09% |
$311 - $365
|
1.06K
$843K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
68+ 0.79% |
$21.1K - $24.8K
|
8.63K
$6.86M
|
|