Latest Institutional Purchases of Eli Lilly & CO (LLY)
This list provides information on the latest institutional transactions involving Eli Lilly & CO (LLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
943+ 5.76% |
$686K - $879K
|
17.3K
$14.3M
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
937New |
$681K - $873K
|
937
$774K
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
934+ 125.2% |
$679K - $871K
|
1.68K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
934New |
$679K - $871K
|
934
$771K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
933+ 15.85% |
$678K - $870K
|
6.82K
$5.63M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
929+ 13.74% |
$676K - $866K
|
7.69K
$6.35M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
925New |
$673K - $862K
|
925
$764K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
923+ 8.98% |
$671K - $860K
|
11.2K
$9.25M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
922+ 31.88% |
$670K - $859K
|
3.81K
$3.15M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
913+ 1.93% |
$664K - $851K
|
48.1K
$39.7M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
912+ 7.71% |
$663K - $850K
|
12.7K
$10.5M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
912+ 38.29% |
$663K - $850K
|
3.29K
$2.72M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
904+ 10.38% |
$657K - $843K
|
9.62K
$7.94M
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
903+ 56.12% |
$657K - $842K
|
2.51K
$2.07M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
901+ 16.71% |
$655K - $840K
|
6.29K
$5.2M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
900+ 180.0% |
$654K - $839K
|
1.4K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
897+ 1.88% |
$652K - $836K
|
48.6K
$40.1M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
878+ 0.83% |
$638K - $818K
|
107K
$88.1M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
878New |
$638K - $818K
|
878
$725K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
872New |
$634K - $813K
|
872
$720K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
871+ 32.43% |
$633K - $812K
|
3.56K
$2.94M
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
870+ 11.4% |
$633K - $811K
|
8.5K
$7.02M
|
|
Feb 14, 2025
Q4 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
865New |
$629K - $806K
|
865
$714K
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
864+ 4.97% |
$628K - $805K
|
18.3K
$15.1M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
863+ 26.66% |
$628K - $804K
|
4.1K
$3.39M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
858+ 6.57% |
$624K - $800K
|
13.9K
$11.5M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
855+ 3.2% |
$622K - $797K
|
27.6K
$22.8M
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
855New |
$622K - $797K
|
855
$706K
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
852New |
$620K - $794K
|
852
$704K
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
852+ 39.14% |
$620K - $794K
|
3.03K
$2.5M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
845+ 15.67% |
$614K - $788K
|
6.24K
$5.15M
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
841+ 71.09% |
$612K - $784K
|
2.02K
$1.67M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
841New |
$612K - $784K
|
841
$695K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
835+ 6.28% |
$607K - $778K
|
14.1K
$11.7M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
832+ 7.52% |
$605K - $775K
|
11.9K
$9.82M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
831+ 3.25% |
$604K - $775K
|
26.4K
$21.8M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
826New |
$601K - $770K
|
826
$682K
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
820New |
$596K - $764K
|
820
$677K
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
815+ 58.84% |
$593K - $760K
|
2.2K
$1.82M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
814+ 184.16% |
$592K - $759K
|
1.26K
$1.04M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
812+ 17.26% |
$590K - $757K
|
5.52K
$4.56M
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
811New |
$590K - $756K
|
811
$670K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
805+ 70.49% |
$585K - $750K
|
1.95K
$1.61M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
803+ 13.99% |
$584K - $748K
|
6.54K
$5.4M
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
800+ 70.18% |
$582K - $746K
|
1.94K
$1.6M
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
800New |
$582K - $746K
|
800
$661K
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
800+ 24.24% |
$582K - $746K
|
4.1K
$3.39M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
797+ 4.82% |
$580K - $743K
|
17.3K
$14.3M
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
794+ 175.66% |
$577K - $740K
|
1.25K
$1.03M
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
782+ 17.92% |
$569K - $729K
|
5.15K
$4.25M
|