A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Eli Lilly & CO stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 975 shares of LLY stock, worth $774,286. This represents 0.61% of its overall portfolio holdings.

Number of Shares
975
Previous 978 0.31%
Holding current value
$774,286
Previous $885 Million 2.45%
% of portfolio
0.61%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$772.14 - $960.02 $2,316 - $2,880
-3 Reduced 0.31%
975 $864 Million
Q2 2024

Jul 25, 2024

SELL
$724.87 - $909.04 $43,492 - $54,542
-60 Reduced 5.78%
978 $885 Million
Q1 2024

May 06, 2024

BUY
$592.2 - $792.28 $3,553 - $4,753
6 Added 0.58%
1,038 $808 Million
Q4 2023

Feb 14, 2024

BUY
$525.19 - $619.13 $541,996 - $638,942
1,032 New
1,032 $602 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 $755B
  • 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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