Burt Wealth Advisors Eli Lilly & CO Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Eli Lilly & CO stock. As of the latest transaction made, Burt Wealth Advisors holds 2,494 shares of LLY stock, worth $1.98 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

2,494

Previous 2,504 0.4%

Holding current value

$1.98 Million

Previous $2.27 Million 2.56%

% of portfolio

0.55%

Previous 0.6%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$772.14 - $960.02 $7,721 - $9,600	-10 Reduced 0.4%	2,494 $2.21 Million
Q2 2024 Jul 16, 2024	SELL	$724.87 - $909.04 $102,206 - $128,174	-141 Reduced 5.33%	2,504 $2.27 Million
Q1 2024 Apr 18, 2024	BUY	$592.2 - $792.28 $133,837 - $179,055	226 Added 9.34%	2,645 $2.06 Million
Q4 2023 Feb 01, 2024	SELL	$525.19 - $619.13 $18,381 - $21,669	-35 Reduced 1.43%	2,419 $1.41 Million
Q3 2023 Oct 11, 2023	SELL	$434.7 - $599.3 $81,288 - $112,069	-187 Reduced 7.08%	2,454 $1.32 Million
Q2 2023 Jul 18, 2023	SELL	$350.74 - $468.98 $4,559 - $6,096	-13 Reduced 0.49%	2,641 $1.24 Million
Q1 2023 Apr 13, 2023	BUY	$310.63 - $364.82 $931 - $1,094	3 Added 0.11%	2,654 $911,000
Q4 2022 Jan 17, 2023	SELL	$321.55 - $374.67 $10,611 - $12,364	-33 Reduced 1.23%	2,651 $970,000
Q3 2022 Oct 11, 2022	SELL	$296.48 - $337.87 $127,189 - $144,946	-429 Reduced 13.78%	2,684 $868,000
Q3 2021 Oct 06, 2021	SELL	$221.6 - $272.71 $76,895 - $94,630	-347 Reduced 10.03%	3,113 $719,000
Q2 2021 Jul 14, 2021	BUY	$180.55 - $233.54 $1,805 - $2,335	10 Added 0.29%	3,460 $794,000
Q4 2020 Feb 11, 2021	SELL	$130.46 - $172.63 $3,913 - $5,178	-30 Reduced 0.86%	3,450 $582,000
Q2 2020 Aug 05, 2020	SELL	$136.42 - $164.18 $10,231 - $12,313	-75 Reduced 2.11%	3,480 $571,000
Q1 2020 Apr 29, 2020	SELL	$119.05 - $147.35 $8,928 - $11,051	-75 Reduced 2.07%	3,555 $493,000
Q4 2019 Jan 29, 2020	SELL	$106.92 - $132.43 $5,346 - $6,621	-50 Reduced 1.36%	3,630 $477,000
Q4 2018 Feb 08, 2019	SELL	$105.9 - $118.64 $5,295 - $5,932	-50 Reduced 1.34%	3,680 $426,000
Q3 2018 Oct 30, 2018	SELL	$85.86 - $107.31 $21,465 - $26,827	-250 Reduced 6.28%	3,730 $400,000
Q2 2018 Jul 27, 2018	SELL	$75.7 - $86.88 $11,355 - $13,032	-150 Reduced 3.63%	3,980 $340,000
Q4 2017 Jan 30, 2018	SELL	$81.94 - $87.89 $16,388 - $17,578	-200 Reduced 4.62%	4,130 $349,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,330	4,330 $356,000

Others Institutions Holding LLY

# of Institutions

4,011

Shares Held

751M

Call Options Held

8.27M

Put Options Held

10.5M

View Full List

About ELI LILLY & Co

Ticker LLY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 950,174,976
Market Cap $756B
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...

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Burt Wealth Advisors Eli Lilly & CO Transaction History