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 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.9K
$2.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.22% |
$772 - $960
|
460
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-17- 4.11% |
$13.1K - $16.3K
|
397
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.03KNew |
$795K - $988K
|
1.03K
$894K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.6% |
$3.09K - $3.84K
|
666
$579K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-24- 0.75% |
$18.5K - $23K
|
3.19K
$2.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
434+ 33.72% |
$335K - $417K
|
1.72K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4- 1.56% |
$3.09K - $3.84K
|
253
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-28- 4.99% |
$21.6K - $26.9K
|
533
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
455+ 3.96% |
$351K - $437K
|
11.9K
$10.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
197+ 16.97% |
$152K - $189K
|
1.36K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-10- 2.71% |
$7.72K - $9.6K
|
359
$312K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
302+ 72.25% |
$233K - $290K
|
720
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
9+ 3.81% |
$6.95K - $8.64K
|
245
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
196+ 11.3% |
$151K - $188K
|
1.93K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
384New |
$297K - $369K
|
384
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-43- 14.98% |
$33.2K - $41.3K
|
244
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
107+ 1.74% |
$82.6K - $103K
|
6.24K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 10.21% |
$287K - $357K
|
4.01K
$3.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 2.89% |
$9.27K - $11.5K
|
427
$371K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.29K- 34.78% |
$4.86M - $6.04M
|
11.8K
$10.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8+ 2.29% |
$6.18K - $7.68K
|
358
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
15+ 1.43% |
$11.6K - $14.4K
|
1.06K
$924K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.93K
$2.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
255+ 8.12% |
$197K - $245K
|
3.4K
$2.95M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
247New |
$191K - $237K
|
247
$215K
|
|
|
Oct 03, 2024
Q3 2024
|
Lilly Endowment Inc
Indianapolis, IN |
SELL
|
- |
-475K- 0.49% |
$367M - $456M
|
96.9M
$84.2B
|
|
|
Oct 03, 2024
Q3 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
4.59KNew |
$3.54M - $4.4M
|
4.59K
$3.98M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
44+ 2.5% |
$34K - $42.2K
|
1.8K
$1.57M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-15- 5.66% |
$11.6K - $14.4K
|
250
$217K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-69- 3.78% |
$53.3K - $66.2K
|
1.76K
$1.53M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-339- 43.97% |
$262K - $325K
|
432
$375K
|
|
| Q2 2024 | |||||||
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
6+ 2.01% |
$4.35K - $5.45K
|
304
$264K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
31+ 7.38% |
$22.5K - $28.2K
|
451
$392K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-14.3K- 85.37% |
$10.4M - $13M
|
2.45K
$2.13M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.22% |
$1.45K - $1.82K
|
893
$776K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-31- 1.59% |
$22.5K - $28.2K
|
1.92K
$1.67M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-451- 2.15% |
$327K - $410K
|
20.5K
$17.8M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
252New |
$183K - $229K
|
252
$219K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
226New |
$164K - $205K
|
226
$196K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-2.3K- 8.67% |
$1.67M - $2.09M
|
24.2K
$21M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-122- 44.36% |
$88.4K - $111K
|
153
$133K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
718New |
$520K - $653K
|
718
$624K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
253New |
$183K - $230K
|
253
$220K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
CALL |
300New |
$217K - $273K
|
300
$261K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.26KNew |
$916K - $1.15M
|
1.26K
$1.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-45- 4.75% |
$32.6K - $40.9K
|
902
$784K
|
|
|
Aug 15, 2024
Q2 2024
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-2.01K- 15.54% |
$1.46M - $1.83M
|
10.9K
$9.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
700+ 0.81% |
$507K - $636K
|
87K
$75.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-352- 43.35% |
$255K - $320K
|
460
$400K
|
|