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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
231New |
$167K - $210K
|
231
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
234New |
$170K - $213K
|
234
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9+ 2.96% |
$6.52K - $8.18K
|
313
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4- 40.0% |
$2.9K - $3.64K
|
6
$5.23K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-75- 0.78% |
$54.4K - $68.2K
|
9.58K
$8.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
233New |
$169K - $212K
|
233
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
26+ 5.9% |
$18.8K - $23.6K
|
467
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
125+ 30.56% |
$90.6K - $114K
|
534
$466K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
300New |
$217K - $273K
|
300
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.29K- 73.36% |
$932K - $1.17M
|
467
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Jw Asset Management, LLC
Armonk, NY |
SELL
|
- |
-5K- 37.04% |
$3.62M - $4.55M
|
8.5K
$7.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-32.6K- 19.76% |
$23.6M - $29.6M
|
132K
$115M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
255New |
$185K - $232K
|
255
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-27- 3.97% |
$19.6K - $24.5K
|
653
$569K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 10.42% |
$36.2K - $45.5K
|
430
$375K
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-67- 23.1% |
$48.6K - $60.9K
|
223
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
500New |
$362K - $455K
|
500
$436K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-470- 3.14% |
$341K - $427K
|
14.5K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
138+ 0.76% |
$100K - $125K
|
18.2K
$15.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
650New |
$471K - $591K
|
650
$567K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
17+ 2.13% |
$12.3K - $15.5K
|
817
$712K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-1.28K- 67.03% |
$927K - $1.16M
|
629
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3.4K- 16.54% |
$2.46M - $3.09M
|
17.2K
$15M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
258New |
$187K - $235K
|
258
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 0.66% |
$7.25K - $9.09K
|
1.53K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-222- 26.52% |
$161K - $202K
|
615
$536K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
67+ 11.51% |
$48.6K - $60.9K
|
649
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-56- 3.81% |
$40.6K - $50.9K
|
1.41K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.7K- 5.3% |
$1.23M - $1.55M
|
30.4K
$26.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-243- 44.18% |
$176K - $221K
|
307
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
237New |
$172K - $215K
|
237
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
225New |
$163K - $205K
|
225
$196K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3- 3.53% |
$2.17K - $2.73K
|
82
$71.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
40New |
$29K - $36.4K
|
40
$34.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
10New |
$7.25K - $9.09K
|
10
$8.72K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-1.07K- 78.94% |
$774K - $971K
|
285
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6+ 0.43% |
$4.35K - $5.45K
|
1.4K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
170KNew |
$123M - $154M
|
170K
$148M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-47- 0.91% |
$34.1K - $42.7K
|
5.13K
$4.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.93KNew |
$1.4M - $1.75M
|
1.93K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
224New |
$162K - $204K
|
224
$195K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
51+ 12.78% |
$37K - $46.4K
|
450
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
81+ 27.84% |
$58.7K - $73.6K
|
372
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-671- 12.53% |
$486K - $610K
|
4.68K
$4.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-63- 21.5% |
$45.7K - $57.3K
|
230
$201K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
PUT |
-500- 45.45% |
$362K - $455K
|
600
$523K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
228New |
$165K - $207K
|
228
$199K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-28- 1.26% |
$20.3K - $25.5K
|
2.2K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-3- 0.04% |
$2.17K - $2.73K
|
7.82K
$6.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
1.16KNew |
$839K - $1.05M
|
1.16K
$1.01M
|