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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-861- 20.84% |
$452K - $533K
|
3.27K
$2.84M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.77K- 19.8% |
$927K - $1.09M
|
7.15K
$6.21M
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6New |
$3.15K - $3.71K
|
6
$5.21K
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$4.2K - $4.95K
|
1.64K
$1.43M
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
2KNew |
$1.05M - $1.24M
|
2K
$1.74M
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-181- 5.04% |
$95.1K - $112K
|
3.41K
$2.96M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
108+ 0.23% |
$56.7K - $66.9K
|
48.1K
$41.8M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
945+ 99.16% |
$496K - $585K
|
1.9K
$1.65M
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
534New |
$280K - $331K
|
534
$464K
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
375New |
$197K - $232K
|
375
$326K
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
31+ 3.1% |
$16.3K - $19.2K
|
1.03K
$896K
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
363New |
$191K - $225K
|
363
$315K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.95% |
$6.3K - $7.43K
|
1.25K
$1.09M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-98- 21.44% |
$51.5K - $60.7K
|
359
$312K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8- 38.1% |
$4.2K - $4.95K
|
13
$11.3K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.95K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$525 - $619
|
4.99K
$4.34M
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
827New |
$434K - $512K
|
827
$719K
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-100- 14.27% |
$52.5K - $61.9K
|
601
$522K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-137- 4.02% |
$72K - $84.8K
|
3.27K
$2.84M
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-2- 0.36% |
$1.05K - $1.24K
|
560
$487K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
17New |
$8.93K - $10.5K
|
17
$14.8K
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
31+ 2.33% |
$16.3K - $19.2K
|
1.36K
$1.19M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-362- 30.91% |
$190K - $224K
|
809
$703K
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
1.64K+ 52.56% |
$861K - $1.02M
|
4.76K
$4.14M
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
102+ 21.75% |
$53.6K - $63.2K
|
571
$496K
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-40- 10.26% |
$21K - $24.8K
|
350
$304K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
39+ 3.83% |
$20.5K - $24.1K
|
1.06K
$918K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
273+ 56.4% |
$143K - $169K
|
757
$658K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-13- 1.71% |
$6.83K - $8.05K
|
749
$651K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-532- 10.94% |
$279K - $329K
|
4.33K
$3.76M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
55+ 0.91% |
$28.9K - $34.1K
|
6.09K
$5.29M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.22% |
$525 - $619
|
450
$391K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
505+ 1.97% |
$265K - $313K
|
26.2K
$22.7M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-22- 3.12% |
$11.6K - $13.6K
|
683
$593K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
329+ 3655.56% |
$173K - $204K
|
338
$294K
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
378New |
$199K - $234K
|
378
$328K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
9.87MNew |
$4.29B - $5.92B
|
9.87M
$8.58B
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-175- 12.28% |
$76.1K - $105K
|
1.25K
$1.09M
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-475- 92.59% |
$206K - $285K
|
38
$33K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
42+ 23.73% |
$18.3K - $25.2K
|
219
$190K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.74K- 58.87% |
$757K - $1.04M
|
1.22K
$1.06M
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-176- 6.16% |
$76.5K - $105K
|
2.68K
$2.33M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
40New |
$17.4K - $24K
|
40
$34.8K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-115- 0.21% |
$50K - $68.9K
|
53.9K
$46.9M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
111+ 1.14% |
$48.3K - $66.5K
|
9.84K
$8.55M
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
984New |
$428K - $590K
|
984
$855K
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
407New |
$177K - $244K
|
407
$354K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.74K+ 832.86% |
$2.06M - $2.84M
|
5.31K
$4.61M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
5.32K+ 521.76% |
$2.31M - $3.19M
|
6.34K
$5.51M
|