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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-198- 2.34% |
$144K - $180K
|
8.27K
$6.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-480- 6.46% |
$348K - $436K
|
6.95K
$5.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
226New |
$164K - $205K
|
226
$189K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-15- 0.8% |
$10.9K - $13.6K
|
1.85K
$1.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
20+ 6.21% |
$14.5K - $18.2K
|
342
$286K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-100- 23.2% |
$72.5K - $90.9K
|
331
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.33K- 3.93% |
$964K - $1.21M
|
32.5K
$27.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
398New |
$288K - $362K
|
398
$333K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$4.35K - $5.45K
|
5.1K
$4.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
40New |
$29K - $36.4K
|
40
$33.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
125New |
$90.6K - $114K
|
125
$105K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
221New |
$160K - $201K
|
221
$185K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
17+ 1.2% |
$12.3K - $15.5K
|
1.44K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
419New |
$304K - $381K
|
419
$351K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.5K+ 6266.67% |
$1.09M - $1.37M
|
1.53K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
276New |
$200K - $251K
|
276
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-2M- 99.99% |
$1.45B - $1.82B
|
200
$167K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-129- 32.66% |
$93.5K - $117K
|
266
$223K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 1.9% |
$21.7K - $27.3K
|
1.55K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 73.9% |
$829K - $1.04M
|
404
$338K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-3- 0.67% |
$2.17K - $2.73K
|
447
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
215New |
$156K - $195K
|
215
$180K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-20- 0.86% |
$14.5K - $18.2K
|
2.3K
$1.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.52K+ 368.99% |
$4.73M - $5.93M
|
8.29K
$6.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-180- 13.38% |
$130K - $164K
|
1.17K
$975K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
34+ 0.93% |
$24.6K - $30.9K
|
3.68K
$3.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
250New |
$181K - $227K
|
250
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
137+ 7.58% |
$99.3K - $125K
|
1.94K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
PUT |
400New |
$290K - $364K
|
400
$335K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-29- 2.86% |
$21K - $26.4K
|
985
$824K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
251New |
$182K - $228K
|
251
$210K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
35New |
$25.4K - $31.8K
|
35
$29.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-289- 6.92% |
$209K - $263K
|
3.89K
$3.25M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
222New |
$161K - $202K
|
222
$186K
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-35- 9.72% |
$25.4K - $31.8K
|
325
$272K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-9- 0.18% |
$6.52K - $8.18K
|
5.05K
$4.23M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-491- 7.02% |
$356K - $446K
|
6.5K
$5.44M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
15+ 30.0% |
$10.9K - $13.6K
|
65
$54.4K
|
|
| Q1 2024 | |||||||
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
313New |
$185K - $248K
|
313
$262K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
71New |
$42K - $56.3K
|
71
$59.4K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 3.57% |
$1.18K - $1.58K
|
58
$48.5K
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
267New |
$158K - $212K
|
267
$223K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.12K+ 19.27% |
$1.26M - $1.68M
|
13.1K
$11M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-11- 32.35% |
$6.51K - $8.72K
|
23
$19.3K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
272New |
$161K - $216K
|
272
$228K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 22.4% |
$4M - $5.35M
|
36.9K
$30.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
33New |
$19.5K - $26.1K
|
33
$27.6K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
279New |
$165K - $221K
|
279
$234K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
433+ 53.99% |
$256K - $343K
|
1.24K
$1.03M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21.5K+ 196.8% |
$12.7M - $17M
|
32.4K
$27.2M
|
|