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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- 0.11% |
$772 - $960
|
917
$793K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5- 0.47% |
$3.86K - $4.8K
|
1.07K
$926K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
16+ 1.55% |
$12.4K - $15.4K
|
1.05K
$906K
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
606+ 50.5% |
$468K - $582K
|
1.81K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-73- 0.4% |
$56.4K - $70.1K
|
18.1K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.32K+ 6.32% |
$1.02M - $1.26M
|
22.2K
$19.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.28K+ 2.24% |
$988K - $1.23M
|
58.3K
$50.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-470- 60.03% |
$363K - $451K
|
313
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
25New |
$19.3K - $24K
|
25
$21.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.87K- 0.2% |
$1.44M - $1.8M
|
915K
$792M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
4.37K+ 436.56% |
$3.37M - $4.2M
|
5.37K
$4.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26- 9.25% |
$20.1K - $25K
|
255
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-250- 4.67% |
$193K - $240K
|
5.11K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-35- 1.23% |
$27K - $33.6K
|
2.81K
$2.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
119+ 7.6% |
$91.9K - $114K
|
1.68K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6.14K+ 75.27% |
$4.74M - $5.9M
|
14.3K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
12+ 0.99% |
$9.27K - $11.5K
|
1.22K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.04KNew |
$805K - $1M
|
1.04K
$901K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11+ 3.4% |
$8.49K - $10.6K
|
335
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1- 0.4% |
$772 - $960
|
249
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
106+ 40.15% |
$81.8K - $102K
|
370
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-901- 53.41% |
$696K - $865K
|
786
$680K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-19- 5.4% |
$14.7K - $18.2K
|
333
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
322+ 2.86% |
$249K - $309K
|
11.6K
$10M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
500+ 50.0% |
$386K - $480K
|
1.5K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
710New |
$548K - $682K
|
710
$614K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-60- 54.05% |
$46.3K - $57.6K
|
51
$44.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
262New |
$202K - $252K
|
262
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
15+ 0.59% |
$11.6K - $14.4K
|
2.56K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-189- 4.48% |
$146K - $181K
|
4.03K
$3.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
229New |
$177K - $220K
|
229
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
420New |
$324K - $403K
|
420
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52+ 8.33% |
$40.2K - $49.9K
|
676
$585K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-28- 1.57% |
$21.6K - $26.9K
|
1.75K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-10.3K- 62.79% |
$7.98M - $9.92M
|
6.13K
$5.3M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 9.62% |
$3.86K - $4.8K
|
47
$40.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.14K- 38.84% |
$883K - $1.1M
|
1.8K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
655+ 10.58% |
$506K - $629K
|
6.85K
$5.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1K+ 142.86% |
$772K - $960K
|
1.7K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
13+ 0.18% |
$10K - $12.5K
|
7.05K
$6.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 100.0% |
$4.63K - $5.76K
|
12
$10.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.65K- 26.28% |
$5.13M - $6.38M
|
18.6K
$16.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-49- 16.39% |
$37.8K - $47K
|
250
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-25- 8.77% |
$19.3K - $24K
|
260
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 55.56% |
$3.86K - $4.8K
|
4
$3.46K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.71K+ 296.01% |
$1.32M - $1.64M
|
2.29K
$1.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-699- 45.57% |
$540K - $671K
|
835
$722K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-27- 2.48% |
$20.8K - $25.9K
|
1.06K
$919K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
284+ 24.7% |
$219K - $273K
|
1.43K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1+ 0.13% |
$772 - $960
|
756
$654K
|