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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
848New |
$502K - $672K
|
848
$667K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
CALL |
-7K- 46.67% |
$4.15M - $5.55M
|
8K
$6.3M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.29% |
$592 - $792
|
345
$271K
|
|
|
May 07, 2024
Q1 2024
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-1K- 5.56% |
$592K - $792K
|
17K
$13.4M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-141- 0.96% |
$83.5K - $112K
|
14.6K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-25.4K- 81.44% |
$15M - $20.1M
|
5.79K
$4.55M
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
1KNew |
$593K - $794K
|
1K
$788K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.91K- 26.96% |
$1.72M - $2.3M
|
7.87K
$6.19M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
155+ 5.07% |
$91.8K - $123K
|
3.21K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-285- 47.42% |
$169K - $226K
|
316
$249K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.6KNew |
$948K - $1.27M
|
1.6K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-38- 7.57% |
$22.5K - $30.1K
|
464
$365K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.16KNew |
$686K - $918K
|
1.16K
$912K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
264New |
$156K - $209K
|
264
$208K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
261New |
$155K - $207K
|
261
$205K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
400+ 80.0% |
$237K - $317K
|
900
$708K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$59.2K - $79.2K
|
100
$78.7K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
300New |
$178K - $238K
|
300
$236K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.79K+ 11.7% |
$1.06M - $1.42M
|
17.1K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-350- 35.0% |
$207K - $277K
|
650
$511K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
263New |
$156K - $208K
|
263
$207K
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-75- 2.75% |
$44.4K - $59.4K
|
2.66K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.5KNew |
$888K - $1.19M
|
1.5K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-475- 35.9% |
$281K - $376K
|
848
$667K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
271New |
$160K - $215K
|
271
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 10.23% |
$53.3K - $71.3K
|
790
$622K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.09% |
$592 - $792
|
1.07K
$844K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-200- 16.13% |
$118K - $158K
|
1.04K
$818K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$3.55K - $4.75K
|
2.09K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 3.34% |
$59.2K - $79.2K
|
2.89K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
260New |
$154K - $206K
|
260
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$4.74M - $6.34M
|
8K
$6.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 1.26% |
$2.96K - $3.96K
|
402
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4+ 0.2% |
$2.37K - $3.17K
|
2.04K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-58- 7.4% |
$34.3K - $46K
|
726
$571K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
984+ 1312.0% |
$583K - $780K
|
1.06K
$833K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-208- 48.6% |
$123K - $165K
|
220
$173K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
318New |
$188K - $252K
|
318
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.64% |
$1.78K - $2.38K
|
473
$372K
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-3.71K- 64.23% |
$2.2M - $2.94M
|
2.07K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-90- 10.18% |
$53.3K - $71.3K
|
794
$625K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
293New |
$174K - $232K
|
293
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-672- 15.3% |
$398K - $532K
|
3.72K
$2.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.7K- 86.05% |
$2.19M - $2.93M
|
600
$472K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
51New |
$30.2K - $40.4K
|
51
$40.1K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.86KNew |
$1.1M - $1.47M
|
1.86K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 2.52% |
$29.6K - $39.6K
|
1.94K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
287New |
$170K - $227K
|
287
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-230- 14.74% |
$136K - $182K
|
1.33K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$355K - $475K
|
600
$472K
|