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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
PUT |
100New |
$72.7K - $93.2K
|
100
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
350New |
$255K - $326K
|
350
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-18- 0.37% |
$13.1K - $16.8K
|
4.84K
$4.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140- 8.2% |
$102K - $130K
|
1.57K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
196New |
$143K - $183K
|
196
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23+ 5.9% |
$16.7K - $21.4K
|
413
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
PUT |
1.7KNew |
$1.24M - $1.58M
|
1.7K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19+ 9.5% |
$13.8K - $17.7K
|
219
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.44K- 12.01% |
$1.04M - $1.34M
|
10.5K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.78K+ 35.86% |
$2.02M - $2.59M
|
10.5K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
89+ 14.96% |
$64.7K - $83K
|
684
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
342New |
$249K - $319K
|
342
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-3.95K- 78.93% |
$2.87M - $3.68M
|
1.06K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 1.1% |
$16K - $20.5K
|
2.03K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
211+ 1.95% |
$153K - $197K
|
11K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-31.6K- 97.03% |
$23M - $29.4M
|
966
$987K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
267New |
$194K - $249K
|
267
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-16- 5.59% |
$11.6K - $14.9K
|
270
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
300+ 5.98% |
$218K - $280K
|
5.32K
$5.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-175- 26.84% |
$127K - $163K
|
477
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19New |
$13.8K - $17.7K
|
19
$19.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-55- 2.16% |
$40K - $51.3K
|
2.5K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
282New |
$205K - $263K
|
282
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14- 19.72% |
$10.2K - $13K
|
57
$58.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
294New |
$214K - $274K
|
294
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
43+ 358.33% |
$31.3K - $40.1K
|
55
$56.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6.14KNew |
$4.47M - $5.72M
|
6.14K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
1KNew |
$727K - $932K
|
1K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.09K- 25.47% |
$1.52M - $1.95M
|
6.12K
$6.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-1K- 20.0% |
$727K - $932K
|
4K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 2.71% |
$7.27K - $9.32K
|
359
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
PUT |
11.3KNew |
$8.22M - $10.5M
|
11.3K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.15K+ 671.88% |
$1.56M - $2M
|
2.47K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
113+ 6.99% |
$82.2K - $105K
|
1.73K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-22- 4.08% |
$16K - $20.5K
|
517
$528K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9New |
$6.54K - $8.39K
|
9
$9.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
SELL
|
- |
-813- 3.86% |
$591K - $758K
|
20.2K
$20.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 50.0% |
$2.91K - $3.73K
|
4
$4.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.71% |
$8.73K - $11.2K
|
1.67K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.15K+ 223.64% |
$839K - $1.08M
|
1.67K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
5.31KNew |
$3.86M - $4.95M
|
5.31K
$5.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
SELL
|
- |
-14K- 98.01% |
$10.1M - $13M
|
283
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2+ 0.29% |
$1.45K - $1.86K
|
684
$699K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-61- 3.77% |
$44.4K - $56.9K
|
1.56K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.33K+ 113.56% |
$3.15M - $4.03M
|
8.14K
$8.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
56+ 7.25% |
$40.7K - $52.2K
|
828
$846K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65New |
$47.3K - $60.6K
|
65
$66.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.22K- 31.85% |
$887K - $1.14M
|
2.61K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 8.97% |
$1.18M - $1.51M
|
19.7K
$20.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
156+ 12.06% |
$113K - $145K
|
1.45K
$1.48M
|
|