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 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
870+ 93.25% |
$280K - $326K
|
1.8K
$1.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-776- 15.25% |
$250K - $291K
|
4.31K
$3.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
754New |
$242K - $283K
|
754
$600K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
782New |
$251K - $293K
|
782
$622K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-167- 38.48% |
$53.7K - $62.6K
|
267
$212K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22+ 55.0% |
$7.07K - $8.24K
|
62
$49.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.91% |
$1.93K - $2.25K
|
667
$531K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-63- 3.87% |
$20.3K - $23.6K
|
1.57K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
232+ 0.9% |
$74.6K - $86.9K
|
26K
$20.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
173+ 5.32% |
$55.6K - $64.8K
|
3.43K
$2.73M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
28+ 2.99% |
$9K - $10.5K
|
965
$768K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-50- 1.2% |
$16.1K - $18.7K
|
4.13K
$3.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
45+ 97.83% |
$14.5K - $16.9K
|
91
$72.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-916- 8.69% |
$295K - $343K
|
9.62K
$7.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
PUT |
-3K- 11.49% |
$965K - $1.12M
|
23.1K
$18.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-87- 4.93% |
$28K - $32.6K
|
1.68K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$418K - $487K
|
1.3K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
69+ 65.09% |
$22.2K - $25.9K
|
175
$139K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.11KNew |
$1M - $1.17M
|
3.11K
$2.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
600New |
$193K - $225K
|
600
$477K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
643+ 5.89% |
$207K - $241K
|
11.6K
$9.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-596- 0.4% |
$192K - $223K
|
150K
$120M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
42+ 0.78% |
$13.5K - $15.7K
|
5.4K
$4.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-4.34K- 17.76% |
$1.4M - $1.63M
|
20.1K
$16M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
368+ 13.58% |
$118K - $138K
|
3.08K
$2.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-35- 3.78% |
$11.3K - $13.1K
|
892
$710K
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
3.5KNew |
$1.13M - $1.31M
|
3.5K
$2.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-477- 12.52% |
$153K - $179K
|
3.33K
$2.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
609New |
$196K - $228K
|
609
$485K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
372+ 1.56% |
$120K - $139K
|
24.2K
$19.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
159+ 0.91% |
$51.1K - $59.6K
|
17.6K
$14M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
400New |
$129K - $150K
|
400
$318K
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.34KNew |
$431K - $502K
|
1.34K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-564- 7.18% |
$181K - $211K
|
7.29K
$5.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
56New |
$18K - $21K
|
56
$44.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
24New |
$7.72K - $8.99K
|
24
$19.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-53- 2.86% |
$17K - $19.9K
|
1.8K
$1.43M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
241New |
$77.5K - $90.3K
|
241
$192K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
154New |
$49.5K - $57.7K
|
154
$123K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-310- 24.53% |
$91.9K - $105K
|
954
$759K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-281Closed |
$83.3K - $94.9K
|
0
$0
|
|
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
918+ 35.19% |
$272K - $310K
|
3.53K
$2.81M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-22.4K- 24.97% |
$6.64M - $7.56M
|
67.3K
$53.5M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
12.5K+ 16.67% |
$3.71M - $4.22M
|
87.5K
$69.6M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
7KNew |
$2.08M - $2.37M
|
7K
$5.57M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1+ 0.16% |
$296 - $338
|
622
$495K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.3K- 8.57% |
$4.83M - $5.51M
|
174K
$138M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
640New |
$190K - $216K
|
640
$509K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
52+ 2.08% |
$15.4K - $17.6K
|
2.56K
$2.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-191- 4.63% |
$56.6K - $64.5K
|
3.93K
$3.13M
|
|