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 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 66.67% |
$7.27K - $9.32K
|
25
$21.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-32- 1.57% |
$23.3K - $29.8K
|
2.01K
$1.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 2.29% |
$5.09K - $6.52K
|
313
$273K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.17KNew |
$847K - $1.09M
|
1.17K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.31K- 15.77% |
$956K - $1.22M
|
7.02K
$6.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-810- 3.59% |
$589K - $755K
|
21.7K
$18.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
309New |
$225K - $288K
|
309
$269K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
20+ 1.37% |
$14.5K - $18.6K
|
1.48K
$1.29M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
321+ 67.01% |
$233K - $299K
|
800
$697K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-618- 8.25% |
$449K - $576K
|
6.88K
$5.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
690+ 3.19% |
$502K - $643K
|
22.3K
$19.5M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
5+ 0.14% |
$3.64K - $4.66K
|
3.61K
$3.15M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-172- 2.06% |
$125K - $160K
|
8.2K
$7.14M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4.11K- 38.86% |
$2.99M - $3.83M
|
6.46K
$5.63M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-24- 4.42% |
$17.5K - $22.4K
|
519
$452K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
17+ 1.34% |
$12.4K - $15.8K
|
1.28K
$1.12M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 20.0% |
$145K - $186K
|
800
$697K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 0.85% |
$3.64K - $4.66K
|
581
$507K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
188+ 19.2% |
$137K - $175K
|
1.17K
$1.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-187- 1.29% |
$136K - $174K
|
14.3K
$12.5M
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-53- 3.54% |
$40.9K - $50.9K
|
1.45K
$1.26M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-291K- 20.9% |
$224M - $279M
|
1.1M
$959M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 1.15% |
$3.86K - $4.8K
|
439
$383K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
45+ 3.24% |
$34.7K - $43.2K
|
1.43K
$1.25M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
298New |
$230K - $286K
|
298
$260K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-923- 2.41% |
$713K - $886K
|
37.3K
$32.5M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-203- 7.28% |
$157K - $195K
|
2.59K
$2.25M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.03K- 7.37% |
$791K - $984K
|
12.9K
$11.2M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-20- 5.8% |
$15.4K - $19.2K
|
325
$283K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-128- 0.39% |
$98.8K - $123K
|
32.3K
$28.2M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-52- 0.72% |
$40.2K - $49.9K
|
7.2K
$6.27M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
115+ 4.62% |
$88.8K - $110K
|
2.6K
$2.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
88KNew |
$68M - $84.5M
|
88K
$76.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
370+ 51.18% |
$286K - $355K
|
1.09K
$953K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
1K+ 232.56% |
$772K - $960K
|
1.43K
$1.25M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
157+ 38.77% |
$121K - $151K
|
562
$490K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-28- 0.25% |
$21.6K - $26.9K
|
11K
$9.61M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-349- 32.5% |
$269K - $335K
|
725
$632K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16+ 3.44% |
$12.4K - $15.4K
|
481
$419K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
189+ 3.52% |
$146K - $181K
|
5.55K
$4.84M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
477+ 9.59% |
$368K - $458K
|
5.45K
$4.75M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-129- 7.04% |
$99.6K - $124K
|
1.7K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-4- 0.48% |
$3.09K - $3.84K
|
828
$722K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-14- 3.26% |
$10.8K - $13.4K
|
416
$363K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
227New |
$175K - $218K
|
227
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-26.5K- 6.22% |
$20.5M - $25.5M
|
400K
$349M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
170+ 16.08% |
$131K - $163K
|
1.23K
$1.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-363- 8.27% |
$280K - $348K
|
4.03K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
26+ 5.38% |
$20.1K - $25K
|
509
$444K
|
|