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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
315New |
$187K - $250K
|
315
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
314New |
$186K - $249K
|
314
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.97K+ 382.52% |
$1.17M - $1.56M
|
2.49K
$2.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-25- 50.0% |
$14.8K - $19.8K
|
25
$21.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
13.7KNew |
$8.11M - $10.9M
|
13.7K
$11.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-205- 24.85% |
$121K - $162K
|
620
$539K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-814- 61.11% |
$482K - $645K
|
518
$450K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
35+ 0.33% |
$20.7K - $27.7K
|
10.5K
$9.15M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5+ 0.56% |
$2.96K - $3.96K
|
904
$785K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-33- 7.42% |
$19.5K - $26.1K
|
412
$358K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
275New |
$163K - $218K
|
275
$239K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
600New |
$355K - $475K
|
600
$521K
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-412- 30.09% |
$216K - $255K
|
957
$832K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-86- 15.09% |
$45.2K - $53.2K
|
484
$421K
|
|
|
Aug 15, 2024
Q4 2023
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
- |
64.5KNew |
$33.9M - $39.9M
|
64.5K
$56.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
499New |
$262K - $309K
|
499
$434K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 29.41% |
$10.5K - $12.4K
|
48
$41.7K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$52.5K - $61.9K
|
100
$86.9K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49+ 19.52% |
$25.7K - $30.3K
|
300
$261K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3+ 0.63% |
$1.58K - $1.86K
|
480
$417K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
232New |
$122K - $144K
|
232
$202K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-200- 16.67% |
$105K - $124K
|
1K
$869K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
345New |
$181K - $214K
|
345
$300K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3+ 300.0% |
$1.58K - $1.86K
|
4
$3.48K
|
|
|
Mar 01, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
250New |
$131K - $155K
|
250
$217K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
129New |
$67.7K - $79.9K
|
129
$112K
|
|
|
Feb 15, 2024
Q4 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
60K+ 200.0% |
$31.5M - $37.1M
|
90K
$78.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
135New |
$70.9K - $83.6K
|
135
$117K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.46KNew |
$2.87M - $3.38M
|
5.46K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-155- 13.5% |
$81.4K - $96K
|
993
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-1.4K- 12.66% |
$736K - $867K
|
9.67K
$8.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
5.46KNew |
$2.87M - $3.38M
|
5.46K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.52K- 28.27% |
$2.37M - $2.8M
|
11.5K
$9.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 188.24% |
$16.8K - $19.8K
|
49
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.73K- 56.49% |
$1.43M - $1.69M
|
2.1K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
1.47K+ 8.83% |
$773K - $911K
|
18.1K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.7KNew |
$6.14M - $7.24M
|
11.7K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
20KNew |
$10.5M - $12.4M
|
20K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-671K- 99.63% |
$352M - $415M
|
2.5K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-119K- 7.29% |
$62.3M - $73.5M
|
1.51M
$1.31B
|
|
|
Feb 14, 2024
Q4 2023
|
Artia Global Partners LP
Miami, FL |
BUY
|
- |
66.4K+ 253.5% |
$34.9M - $41.1M
|
92.6K
$80.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.98KNew |
$1.56M - $1.84M
|
2.98K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.75% |
$39.4K - $46.4K
|
10.1K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
565New |
$297K - $350K
|
565
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Ikarian Capital, LLC
Dallas, TX |
BUY
|
PUT |
70KNew |
$36.8M - $43.3M
|
70K
$60.8M
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
33KNew |
$17.3M - $20.4M
|
33K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
411New |
$216K - $254K
|
411
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.14KNew |
$1.12M - $1.32M
|
2.14K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
9.89KNew |
$5.19M - $6.12M
|
9.89K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-517- 10.98% |
$272K - $320K
|
4.19K
$3.64M
|
|