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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
264New |
$156K - $209K
|
264
$230K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
261New |
$155K - $207K
|
261
$228K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
5.33KNew |
$3.16M - $4.22M
|
5.33K
$4.65M
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
400+ 80.0% |
$237K - $317K
|
900
$785K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$59.2K - $79.2K
|
100
$87.2K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
300New |
$178K - $238K
|
300
$262K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.79K+ 11.7% |
$1.06M - $1.42M
|
17.1K
$14.9M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-350- 35.0% |
$207K - $277K
|
650
$567K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
263New |
$156K - $208K
|
263
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-75- 2.75% |
$44.4K - $59.4K
|
2.66K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.5KNew |
$888K - $1.19M
|
1.5K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-475- 35.9% |
$281K - $376K
|
848
$739K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
271New |
$160K - $215K
|
271
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 10.23% |
$53.3K - $71.3K
|
790
$689K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.09% |
$592 - $792
|
1.07K
$936K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-200- 16.13% |
$118K - $158K
|
1.04K
$907K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$3.55K - $4.75K
|
2.09K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 3.34% |
$59.2K - $79.2K
|
2.89K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-75- 17.69% |
$44.4K - $59.4K
|
349
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
260New |
$154K - $206K
|
260
$227K
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$4.74M - $6.34M
|
8K
$6.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 1.26% |
$2.96K - $3.96K
|
402
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
890New |
$527K - $705K
|
890
$776K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4+ 0.2% |
$2.37K - $3.17K
|
2.04K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-58- 7.4% |
$34.3K - $46K
|
726
$633K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
984+ 1312.0% |
$583K - $780K
|
1.06K
$923K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
38+ 7.27% |
$22.5K - $30.1K
|
561
$489K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.47K- 65.8% |
$873K - $1.17M
|
766
$668K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-208- 48.6% |
$123K - $165K
|
220
$192K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
318New |
$188K - $252K
|
318
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.64% |
$1.78K - $2.38K
|
473
$412K
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-3.71K- 64.23% |
$2.2M - $2.94M
|
2.07K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-100- 14.93% |
$59.2K - $79.2K
|
570
$497K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-90- 10.18% |
$53.3K - $71.3K
|
794
$692K
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
280New |
$166K - $222K
|
280
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
293New |
$174K - $232K
|
293
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-672- 15.3% |
$398K - $532K
|
3.72K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.7K- 86.05% |
$2.19M - $2.93M
|
600
$523K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
51New |
$30.2K - $40.4K
|
51
$44.5K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.86KNew |
$1.1M - $1.47M
|
1.86K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 2.52% |
$29.6K - $39.6K
|
1.94K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-150- 18.75% |
$88.8K - $119K
|
650
$567K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
287New |
$170K - $227K
|
287
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-230- 14.74% |
$136K - $182K
|
1.33K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
341New |
$202K - $270K
|
341
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$355K - $475K
|
600
$523K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.53KNew |
$905K - $1.21M
|
1.53K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-20- 28.57% |
$11.8K - $15.8K
|
50
$43.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 4.0% |
$2.37K - $3.17K
|
104
$90.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
347+ 59.62% |
$205K - $275K
|
929
$810K
|