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 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
306New |
$236K - $294K
|
306
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-335- 8.39% |
$259K - $322K
|
3.66K
$3.18M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.3% |
$772 - $960
|
334
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
244+ 18.96% |
$188K - $234K
|
1.53K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-74- 8.92% |
$57.1K - $71K
|
756
$657K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-38- 5.79% |
$29.3K - $36.5K
|
618
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
223+ 71.25% |
$172K - $214K
|
536
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
400+ 74.07% |
$309K - $384K
|
940
$817K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.07K+ 154.5% |
$3.91M - $4.86M
|
8.35K
$7.25M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16+ 0.57% |
$12.4K - $15.4K
|
2.8K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-83- 1.07% |
$64.1K - $79.7K
|
7.7K
$6.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
11.7K+ 131.14% |
$9.07M - $11.3M
|
20.7K
$18M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-14- 6.54% |
$10.8K - $13.4K
|
200
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-49- 14.58% |
$37.8K - $47K
|
287
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-93- 11.51% |
$71.8K - $89.3K
|
715
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-50- 9.71% |
$38.6K - $48K
|
465
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.92K+ 14.0% |
$1.48M - $1.85M
|
15.7K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
398New |
$307K - $382K
|
398
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
248New |
$191K - $238K
|
248
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-50- 83.33% |
$38.6K - $48K
|
10
$8.69K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-11- 2.9% |
$8.49K - $10.6K
|
368
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-17- 2.06% |
$13.1K - $16.3K
|
809
$703K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$845K - $1.05M
|
1.09K
$951K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
241New |
$186K - $231K
|
241
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
19+ 0.49% |
$14.7K - $18.2K
|
3.91K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 8.61% |
$35.5K - $44.2K
|
488
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-13- 0.84% |
$10K - $12.5K
|
1.53K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5- 0.48% |
$3.86K - $4.8K
|
1.03K
$896K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-202- 8.89% |
$156K - $194K
|
2.07K
$1.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
37.4KNew |
$28.9M - $35.9M
|
37.4K
$32.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.47% |
$6.95K - $8.64K
|
1.92K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-149- 0.07% |
$115K - $143K
|
229K
$199M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-194- 19.88% |
$150K - $186K
|
782
$679K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.38KNew |
$1.83M - $2.28M
|
2.38K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
464+ 3.98% |
$358K - $445K
|
12.1K
$10.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
250+ 21.19% |
$193K - $240K
|
1.43K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.86% |
$4.63K - $5.76K
|
706
$613K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-69- 5.76% |
$53.3K - $66.2K
|
1.13K
$981K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
19+ 5.86% |
$14.7K - $18.2K
|
343
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5+ 1.68% |
$3.86K - $4.8K
|
302
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-152- 2.2% |
$117K - $146K
|
6.75K
$5.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
346New |
$267K - $332K
|
346
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
233New |
$180K - $224K
|
233
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
16+ 5.61% |
$12.4K - $15.4K
|
301
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
18KNew |
$13.9M - $17.3M
|
18K
$15.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
122+ 5.89% |
$94.2K - $117K
|
2.19K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1- 0.23% |
$772 - $960
|
434
$377K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
16+ 1.03% |
$12.4K - $15.4K
|
1.57K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-90- 5.94% |
$69.5K - $86.4K
|
1.42K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
233+ 1.14% |
$180K - $224K
|
20.6K
$17.9M
|