A detailed history of Avantax Planning Partners, Inc. transactions in Eli Lilly & CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,804 shares of LLY stock, worth $4.22 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,804
Previous 3,633 32.23%
Holding current value
$4.22 Million
Previous $3.22 Million 15.23%
% of portfolio
0.13%
Previous 0.12%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$727.2 - $932.06 $851,551 - $1.09 Million
1,171 Added 32.23%
4,804 $3.71 Million
Q3 2024

Nov 13, 2024

SELL
$772.14 - $960.02 $881,011 - $1.1 Million
-1,141 Reduced 23.9%
3,633 $3.22 Million
Q2 2024

Aug 09, 2024

SELL
$724.87 - $909.04 $1.26 Million - $1.58 Million
-1,739 Reduced 26.7%
4,774 $4.32 Million
Q1 2024

May 02, 2024

BUY
$592.2 - $792.28 $252,277 - $337,511
426 Added 7.0%
6,513 $5.07 Million
Q4 2023

Feb 09, 2024

BUY
$525.19 - $619.13 $1.16 Million - $1.36 Million
2,204 Added 56.76%
6,087 $3.55 Million
Q3 2023

Nov 03, 2023

BUY
$434.7 - $599.3 $548,156 - $755,717
1,261 Added 48.09%
3,883 $2.09 Million
Q2 2023

Jul 17, 2023

BUY
$350.74 - $468.98 $23,499 - $31,421
67 Added 2.62%
2,622 $1.23 Million
Q1 2023

Apr 20, 2023

BUY
$310.63 - $364.82 $9,008 - $10,579
29 Added 1.15%
2,555 $877,000
Q4 2022

Feb 09, 2023

SELL
$321.55 - $374.67 $40,836 - $47,583
-127 Reduced 4.79%
2,526 $924,000
Q3 2022

Oct 14, 2022

SELL
$296.48 - $337.87 $4,447 - $5,068
-15 Reduced 0.56%
2,653 $858,000
Q2 2022

Jul 18, 2022

BUY
$278.73 - $327.27 $3,344 - $3,927
12 Added 0.45%
2,668 $865,000
Q1 2022

May 09, 2022

BUY
$234.69 - $291.66 $1,408 - $1,749
6 Added 0.23%
2,656 $761,000
Q4 2021

Jan 28, 2022

BUY
$224.85 - $279.04 $145,927 - $181,096
649 Added 32.43%
2,650 $732,000
Q3 2021

Oct 27, 2021

BUY
$221.6 - $272.71 $57,837 - $71,177
261 Added 15.0%
2,001 $462,000
Q2 2021

Aug 10, 2021

SELL
$180.55 - $233.54 $79,080 - $102,290
-438 Reduced 20.11%
1,740 $399,000
Q1 2021

May 06, 2021

SELL
$164.32 - $212.72 $7,065 - $9,146
-43 Reduced 1.94%
2,178 $407,000
Q4 2020

Feb 04, 2021

SELL
$130.46 - $172.63 $434,823 - $575,375
-3,333 Reduced 60.01%
2,221 $375,000
Q3 2020

Oct 28, 2020

SELL
$146.22 - $169.13 $8,626 - $9,978
-59 Reduced 1.05%
5,554 $822,000
Q2 2020

Jul 15, 2020

BUY
$136.42 - $164.18 $11,459 - $13,791
84 Added 1.52%
5,613 $922,000
Q1 2020

Apr 27, 2020

BUY
$119.05 - $147.35 $3,928 - $4,862
33 Added 0.6%
5,529 $767,000
Q4 2019

Jan 15, 2020

BUY
$106.92 - $132.43 $29,296 - $36,285
274 Added 5.25%
5,496 $722,000
Q3 2019

Nov 08, 2019

SELL
$106.79 - $116.16 $148,010 - $160,997
-1,386 Reduced 20.97%
5,222 $584,000
Q2 2019

Aug 07, 2019

BUY
$110.79 - $129.32 $135,053 - $157,641
1,219 Added 22.62%
6,608 $737,000
Q1 2019

May 08, 2019

BUY
$111.31 - $131.02 $32,725 - $38,519
294 Added 5.77%
5,389 $699,000
Q4 2018

Feb 14, 2019

BUY
$105.9 - $118.64 $56,338 - $63,116
532 Added 11.66%
5,095 $590,000
Q3 2018

Nov 13, 2018

BUY
$85.86 - $107.31 $25,758 - $32,193
300 Added 7.04%
4,563 $490,000
Q2 2018

Aug 13, 2018

SELL
$75.7 - $86.88 $40,196 - $46,133
-531 Reduced 11.08%
4,263 $364,000
Q1 2018

May 15, 2018

SELL
$74.21 - $87.6 $74,358 - $87,775
-1,002 Reduced 17.29%
4,794 $371,000
Q4 2017

Feb 09, 2018

SELL
$81.94 - $87.89 $626,267 - $671,743
-7,643 Reduced 56.87%
5,796 $490,000
Q3 2017

Oct 19, 2017

BUY
$77.07 - $85.54 $1.04 Million - $1.15 Million
13,439
13,439 $1.15 Million

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $835B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
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