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 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.62% |
$14.5K - $18.6K
|
742
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
100+ 24.33% |
$72.7K - $93.2K
|
511
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
39+ 2.51% |
$28.4K - $36.4K
|
1.6K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-51.3K- 6.2% |
$37.3M - $47.8M
|
776K
$674M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-75- 0.18% |
$54.5K - $69.9K
|
42.6K
$37M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
21+ 3.7% |
$15.3K - $19.6K
|
589
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-142- 2.49% |
$103K - $132K
|
5.57K
$4.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
285+ 41.24% |
$207K - $266K
|
976
$848K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-122- 20.27% |
$88.7K - $114K
|
480
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-40- 1.83% |
$29.1K - $37.3K
|
2.15K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4+ 0.2% |
$2.91K - $3.73K
|
2.04K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7- 0.24% |
$5.09K - $6.52K
|
2.93K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
290New |
$211K - $270K
|
290
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
347New |
$252K - $323K
|
347
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
5.39K+ 8.31% |
$3.92M - $5.02M
|
70.2K
$61M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-39- 2.38% |
$28.4K - $36.4K
|
1.6K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
151+ 4.14% |
$110K - $141K
|
3.8K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
70+ 8.71% |
$50.9K - $65.2K
|
874
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.38KNew |
$1.01M - $1.29M
|
1.38K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.43KNew |
$1.04M - $1.33M
|
1.43K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
548+ 0.13% |
$399K - $511K
|
434K
$377M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
85+ 7.88% |
$61.8K - $79.2K
|
1.16K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 13.39% |
$877K - $1.12M
|
10.2K
$8.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-104- 28.42% |
$75.6K - $96.9K
|
262
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 0.8% |
$27.6K - $35.4K
|
4.81K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-81- 19.95% |
$58.9K - $75.5K
|
325
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.73K+ 13.89% |
$3.44M - $4.41M
|
38.8K
$33.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-16.8K- 75.72% |
$12.2M - $15.6M
|
5.38K
$4.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.45K+ 23.22% |
$3.24M - $4.15M
|
23.6K
$20.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
872New |
$634K - $813K
|
872
$758K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-131- 8.49% |
$95.3K - $122K
|
1.41K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
305+ 42.54% |
$222K - $284K
|
1.02K
$888K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-224- 2.48% |
$163K - $209K
|
8.81K
$7.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 3.11% |
$5.09K - $6.52K
|
232
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6- 1.59% |
$4.36K - $5.59K
|
372
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2- 0.63% |
$1.45K - $1.86K
|
314
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
301+ 76.01% |
$219K - $281K
|
697
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
950+ 256.06% |
$691K - $885K
|
1.32K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
568+ 0.1% |
$413K - $529K
|
547K
$476M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19- 2.17% |
$13.8K - $17.7K
|
857
$745K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
57+ 10.5% |
$41.5K - $53.1K
|
600
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-219- 1.91% |
$159K - $204K
|
11.2K
$9.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11- 0.3% |
$8K - $10.3K
|
3.65K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-458- 5.07% |
$333K - $427K
|
8.58K
$7.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9- 2.41% |
$6.54K - $8.39K
|
365
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.62K- 9.5% |
$1.18M - $1.51M
|
15.4K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
5.8KNew |
$4.22M - $5.41M
|
5.8K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-103- 1.97% |
$74.9K - $96K
|
5.14K
$4.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
45+ 4.44% |
$32.7K - $41.9K
|
1.06K
$919K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
832+ 7.52% |
$605K - $775K
|
11.9K
$10.3M
|