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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-139K- 19.44% |
$107M - $133M
|
574K
$497M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-86- 21.23% |
$66.4K - $82.6K
|
319
$276K
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4+ 0.65% |
$3.09K - $3.84K
|
618
$535K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
86+ 1.67% |
$66.4K - $82.6K
|
5.24K
$4.54M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 1.52% |
$10.5M - $13.1M
|
909K
$786M
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-375- 5.19% |
$290K - $360K
|
6.85K
$5.92M
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-639- 3.63% |
$493K - $613K
|
16.9K
$14.7M
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
398New |
$307K - $382K
|
398
$344K
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
42+ 3.96% |
$32.4K - $40.3K
|
1.1K
$953K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
105New |
$81.1K - $101K
|
105
$90.8K
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 10.13% |
$18.5K - $23K
|
261
$226K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 2.61% |
$1.26M - $1.57M
|
64.4K
$55.7M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
88+ 4.88% |
$67.9K - $84.5K
|
1.89K
$1.64M
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
24+ 2.17% |
$18.5K - $23K
|
1.13K
$979K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-476- 9.85% |
$368K - $457K
|
4.36K
$3.77M
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
221+ 2.04% |
$171K - $212K
|
11.1K
$9.58M
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
33+ 0.78% |
$25.5K - $31.7K
|
4.25K
$3.67M
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
SELL
|
- |
-3.3K- 64.71% |
$2.55M - $3.17M
|
1.8K
$1.56M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
352New |
$272K - $338K
|
352
$304K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-570- 19.35% |
$440K - $547K
|
2.38K
$2.05M
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
CALL |
400New |
$309K - $384K
|
400
$346K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.03% |
$3.86K - $4.8K
|
14.9K
$12.9M
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-90- 16.45% |
$69.5K - $86.4K
|
457
$395K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
34+ 0.18% |
$26.3K - $32.6K
|
19.1K
$16.6M
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.62KNew |
$1.25M - $1.55M
|
1.62K
$1.4M
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
130+ 40.0% |
$100K - $125K
|
455
$394K
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-20- 3.13% |
$15.4K - $19.2K
|
620
$536K
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7+ 0.67% |
$5.4K - $6.72K
|
1.06K
$913K
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-810- 30.45% |
$625K - $778K
|
1.85K
$1.6M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.18K+ 17.1% |
$4M - $4.97M
|
35.5K
$30.7M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-234- 5.62% |
$181K - $225K
|
3.93K
$3.4M
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-510- 35.66% |
$394K - $490K
|
920
$796K
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-794- 5.76% |
$613K - $762K
|
13K
$11.2M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
811+ 258.28% |
$626K - $779K
|
1.13K
$973K
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
9+ 2.47% |
$6.95K - $8.64K
|
374
$324K
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-11- 19.64% |
$8.49K - $10.6K
|
45
$38.9K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166+ 13.31% |
$128K - $159K
|
1.41K
$1.22M
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
16+ 5.16% |
$12.4K - $15.4K
|
326
$282K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 0.53% |
$9.27K - $11.5K
|
2.3K
$1.99M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.02K- 4.84% |
$787K - $978K
|
20K
$17.3M
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-678- 98.55% |
$524K - $651K
|
10
$8.65K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-110- 15.94% |
$84.9K - $106K
|
580
$502K
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
629+ 154.17% |
$486K - $604K
|
1.04K
$897K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
585New |
$452K - $562K
|
585
$506K
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 1.78% |
$4.63K - $5.76K
|
344
$298K
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
371New |
$286K - $356K
|
371
$321K
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
263New |
$203K - $252K
|
263
$227K
|
|
Nov 04, 2024
Q3 2024
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-500- 6.02% |
$386K - $480K
|
7.8K
$6.75M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.1K+ 41.17% |
$852K - $1.06M
|
3.78K
$3.27M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7- 1.51% |
$5.4K - $6.72K
|
456
$394K
|