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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.15K+ 703.28% |
$1.56M - $2M
|
2.45K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
503New |
$366K - $469K
|
503
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
643+ 124.85% |
$468K - $599K
|
1.16K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
3.65KNew |
$2.65M - $3.4M
|
3.65K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
127+ 1.14% |
$92.4K - $118K
|
11.3K
$9.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-60- 1.82% |
$43.6K - $55.9K
|
3.24K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
3+ 0.28% |
$2.18K - $2.8K
|
1.07K
$871K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.25K+ 63.61% |
$3.09M - $3.96M
|
10.9K
$8.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-2.15M- 30.96% |
$1.56B - $2B
|
4.8M
$3.89B
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12+ 0.58% |
$8.73K - $11.2K
|
2.09K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.5KNew |
$1.09M - $1.4M
|
1.5K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$191K - $245K
|
263
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.36% |
$2.18K - $2.8K
|
832
$675K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.48K- 13.48% |
$1.8M - $2.31M
|
15.9K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.59K+ 205.07% |
$1.88M - $2.41M
|
3.85K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.08KNew |
$786K - $1.01M
|
1.08K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 14.65% |
$291K - $373K
|
2.33K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-311- 3.32% |
$226K - $290K
|
9.06K
$7.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
782+ 17.92% |
$569K - $729K
|
5.15K
$4.17M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
100+ 2.56% |
$72.7K - $93.2K
|
4.01K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.43K+ 1.19% |
$2.5M - $3.2M
|
292K
$237M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
319+ 1.14% |
$232K - $297K
|
28.3K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-373- 8.74% |
$271K - $348K
|
3.9K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 0.79% |
$20.4K - $26.1K
|
3.56K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
356+ 14.87% |
$259K - $332K
|
2.75K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.66K- 81.03% |
$3.39M - $4.35M
|
1.09K
$886K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-32.3K- 3.34% |
$23.5M - $30.1M
|
935K
$758M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-1.46K- 37.75% |
$1.06M - $1.36M
|
2.41K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-4.2K- 56.0% |
$3.05M - $3.91M
|
3.3K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31- 1.27% |
$22.5K - $28.9K
|
2.41K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-30- 0.74% |
$21.8K - $28K
|
4.02K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
32+ 5.81% |
$23.3K - $29.8K
|
583
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
25+ 0.59% |
$18.2K - $23.3K
|
4.25K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-14.8K- 88.85% |
$10.8M - $13.8M
|
1.86K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-48- 0.73% |
$34.9K - $44.7K
|
6.5K
$5.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
405+ 5.8% |
$295K - $377K
|
7.39K
$6M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
100+ 4.98% |
$72.7K - $93.2K
|
2.11K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-85- 45.7% |
$61.8K - $79.2K
|
101
$81.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
131+ 15.76% |
$95.3K - $122K
|
962
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
150+ 5.09% |
$109K - $140K
|
3.1K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.23K+ 60.37% |
$897K - $1.15M
|
3.28K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
476+ 1.93% |
$346K - $444K
|
25.1K
$20.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.6K- 0.75% |
$1.16M - $1.49M
|
210K
$171M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.7K+ 70.98% |
$9.27M - $11.9M
|
30.7K
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-162- 3.81% |
$118K - $151K
|
4.09K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6+ 0.85% |
$4.36K - $5.59K
|
709
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-213- 39.74% |
$155K - $199K
|
323
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
135+ 1.65% |
$98.2K - $126K
|
8.31K
$6.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
536+ 62.04% |
$390K - $500K
|
1.4K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.15% |
$12.4K - $15.8K
|
11.5K
$9.36M
|