Latest Institutional Purchases of Eli Lilly & CO (LLY)
This list provides information on the latest institutional transactions involving Eli Lilly & CO (LLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
102+ 21.75% |
$53.6K - $63.2K
|
571
$472K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$52.5K - $61.9K
|
100
$82.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
100New |
$52.5K - $61.9K
|
100
$82.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
68+ 3.02% |
$35.7K - $42.1K
|
2.32K
$1.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
55+ 0.91% |
$28.9K - $34.1K
|
6.09K
$5.03M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49+ 19.52% |
$25.7K - $30.3K
|
300
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
44+ 6.23% |
$23.1K - $27.2K
|
750
$619K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
39+ 3.83% |
$20.5K - $24.1K
|
1.06K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 188.24% |
$16.8K - $19.8K
|
49
$40.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
31+ 3.1% |
$16.3K - $19.2K
|
1.03K
$852K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
31+ 2.33% |
$16.3K - $19.2K
|
1.36K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
24+ 4.94% |
$12.6K - $14.9K
|
510
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
17New |
$8.93K - $10.5K
|
17
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
15+ 3.75% |
$7.88K - $9.29K
|
415
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$5.25K - $6.19K
|
10
$8.26K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.61K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6New |
$3.15K - $3.71K
|
6
$4.96K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3+ 300.0% |
$1.58K - $1.86K
|
4
$3.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$525 - $619
|
4.99K
$4.12M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
811KNew |
$353M - $486M
|
811K
$670M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
41.2KNew |
$17.9M - $24.7M
|
41.2K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$17M - $23.4M
|
39.1K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
PUT |
20.4KNew |
$8.87M - $12.2M
|
20.4K
$16.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.7KNew |
$7.7M - $10.6M
|
17.7K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Monaco Asset Management Sam
|
BUY
|
PUT |
15KNew |
$6.52M - $8.99M
|
15K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
14.6KNew |
$6.35M - $8.76M
|
14.6K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.4KNew |
$4.97M - $6.85M
|
11.4K
$9.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.09KNew |
$2.65M - $3.65M
|
6.09K
$5.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
5.32K+ 521.76% |
$2.31M - $3.19M
|
6.34K
$5.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
5KNew |
$2.17M - $3M
|
5K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.74K+ 832.86% |
$2.06M - $2.84M
|
5.31K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Kopernik Global Investors, LLC
Tampa, FL |
BUY
|
PUT |
2.3KNew |
$1M - $1.38M
|
2.3K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.9KNew |
$828K - $1.14M
|
1.9K
$1.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
1.86KNew |
$807K - $1.11M
|
1.86K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ikarian Capital, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$533K - $735K
|
1.23K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 11.18% |
$499K - $687K
|
11.4K
$9.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.13KNew |
$490K - $676K
|
1.13K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
984New |
$428K - $590K
|
984
$813K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
953New |
$414K - $571K
|
953
$787K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
759+ 1.55% |
$330K - $455K
|
49.6K
$40.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
705New |
$306K - $423K
|
705
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
661New |
$287K - $396K
|
661
$546K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
652New |
$283K - $391K
|
652
$538K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
626New |
$272K - $375K
|
626
$517K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
561New |
$244K - $336K
|
561
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
469New |
$204K - $281K
|
469
$387K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
429New |
$186K - $257K
|
429
$354K
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
413New |
$180K - $248K
|
413
$341K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
411New |
$179K - $246K
|
411
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
407New |
$177K - $244K
|
407
$336K
|
|