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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
693+ 4.98% |
$535K - $665K
|
14.6K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
208+ 61.72% |
$161K - $200K
|
545
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.31K- 3.84% |
$1.01M - $1.25M
|
32.7K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
326+ 81.5% |
$252K - $313K
|
726
$628K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-24.5K- 5.77% |
$18.9M - $23.5M
|
400K
$346M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 3.02% |
$15.4K - $19.2K
|
683
$591K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.33K+ 8.22% |
$4.89M - $6.08M
|
83.4K
$72.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
6.5K+ 17.52% |
$5.02M - $6.24M
|
43.6K
$37.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-630- 30.0% |
$486K - $605K
|
1.47K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12+ 1.67% |
$9.27K - $11.5K
|
731
$632K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-33- 14.41% |
$25.5K - $31.7K
|
196
$170K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
170+ 8.65% |
$131K - $163K
|
2.14K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
127+ 13.93% |
$98.1K - $122K
|
1.04K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-82- 13.14% |
$63.3K - $78.7K
|
542
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
113+ 8.05% |
$87.3K - $108K
|
1.52K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147+ 22.58% |
$114K - $141K
|
798
$690K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
26+ 4.91% |
$20.1K - $25K
|
555
$480K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-224- 32.94% |
$173K - $215K
|
456
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-30- 0.82% |
$23.2K - $28.8K
|
3.64K
$3.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
427New |
$330K - $410K
|
427
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-19- 7.09% |
$14.7K - $18.2K
|
249
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
60+ 24.9% |
$46.3K - $57.6K
|
301
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
29+ 9.45% |
$22.4K - $27.8K
|
336
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3+ 0.45% |
$2.32K - $2.88K
|
672
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 2.63% |
$8.49K - $10.6K
|
408
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-50- 13.33% |
$38.6K - $48K
|
325
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-3- 0.03% |
$2.32K - $2.88K
|
8.73K
$7.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.31K+ 26.48% |
$2.56M - $3.18M
|
15.8K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.14% |
$3.86K - $4.8K
|
443
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
717New |
$554K - $688K
|
717
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 9.71% |
$48.6K - $60.5K
|
712
$616K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
998New |
$771K - $958K
|
998
$863K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
812+ 90.22% |
$627K - $780K
|
1.71K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
515New |
$398K - $494K
|
515
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-5.77K- 50.46% |
$4.46M - $5.54M
|
5.67K
$4.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
248New |
$191K - $238K
|
248
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9+ 2.45% |
$6.95K - $8.64K
|
377
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.26K- 30.4% |
$974K - $1.21M
|
2.89K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.8K+ 9.27% |
$1.39M - $1.72M
|
21.2K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
360New |
$278K - $346K
|
360
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
79+ 5.98% |
$61K - $75.8K
|
1.4K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 2.87% |
$77.2K - $96K
|
3.38K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-15- 1.08% |
$11.6K - $14.4K
|
1.37K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-11- 4.4% |
$8.49K - $10.6K
|
239
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$56.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
269New |
$208K - $258K
|
269
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-30- 6.37% |
$23.2K - $28.8K
|
441
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.16K+ 66.01% |
$1.67M - $2.08M
|
5.44K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.94K- 90.14% |
$3.04M - $3.78M
|
431
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-6- 0.3% |
$4.63K - $5.76K
|
2.01K
$1.74M
|