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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.76K+ 21.31% |
$2.35M - $3.06M
|
21.4K
$21.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
100+ 12.29% |
$62.6K - $81.3K
|
914
$934K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11.7K+ 109.58% |
$7.35M - $9.54M
|
22.5K
$22.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
20+ 0.17% |
$12.5K - $16.3K
|
11.5K
$11.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-63- 2.85% |
$39.4K - $51.2K
|
2.15K
$2.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
31+ 5.21% |
$19.4K - $25.2K
|
626
$640K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
57+ 1.64% |
$35.7K - $46.3K
|
3.54K
$3.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-175- 61.62% |
$109K - $142K
|
109
$111K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
80+ 60.61% |
$50.1K - $65K
|
212
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-198- 1.33% |
$124K - $161K
|
14.7K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-203- 6.72% |
$127K - $165K
|
2.82K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
475+ 58.64% |
$297K - $386K
|
1.29K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
506+ 78.57% |
$317K - $411K
|
1.15K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.07% |
$1.25K - $1.63K
|
2.8K
$2.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
286+ 12.7% |
$179K - $232K
|
2.54K
$2.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.57K+ 23.65% |
$3.49M - $4.53M
|
29.1K
$29.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
317+ 21.65% |
$198K - $258K
|
1.78K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-3.21K- 77.63% |
$2.01M - $2.61M
|
924
$944K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
264+ 8.11% |
$165K - $215K
|
3.52K
$3.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
11.4K+ 1693.63% |
$7.15M - $9.29M
|
12.1K
$12.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
639New |
$400K - $519K
|
639
$653K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.34K+ 23.41% |
$840K - $1.09M
|
7.07K
$7.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.5% |
$3.13K - $4.06K
|
1K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.98K+ 57.88% |
$2.49M - $3.23M
|
10.8K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-70- 46.67% |
$43.8K - $56.9K
|
80
$81.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-194- 25.63% |
$121K - $158K
|
563
$575K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.14% |
$38.2K - $49.6K
|
43.4K
$44.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
195+ 12.05% |
$122K - $158K
|
1.81K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-80- 0.38% |
$50.1K - $65K
|
21.2K
$21.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.18K+ 23.8% |
$1.36M - $1.77M
|
11.3K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
81+ 18.93% |
$50.7K - $65.8K
|
509
$520K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
247New |
$155K - $201K
|
247
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
196+ 12.6% |
$123K - $159K
|
1.75K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-94- 3.31% |
$58.8K - $76.4K
|
2.74K
$2.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
CALL |
1KNew |
$626K - $813K
|
1K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.22K+ 29.99% |
$760K - $987K
|
5.27K
$5.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.34K- 2.43% |
$3.34M - $4.34M
|
214K
$219M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.07% |
$626 - $813
|
1.47K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-108- 3.27% |
$67.6K - $87.8K
|
3.19K
$3.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-171- 7.33% |
$107K - $139K
|
2.16K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.1K- 42.8% |
$689K - $896K
|
1.47K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-22- 1.62% |
$13.8K - $17.9K
|
1.34K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
32+ 2.07% |
$20K - $26K
|
1.58K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-6- 0.35% |
$3.75K - $4.88K
|
1.73K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.43KNew |
$2.15M - $2.79M
|
3.43K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
34+ 0.67% |
$21.3K - $27.6K
|
5.14K
$5.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.19K+ 37.36% |
$1.99M - $2.59M
|
11.7K
$12M
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.75K+ 41.27% |
$1.09M - $1.42M
|
5.97K
$6.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-47- 4.63% |
$29.4K - $38.2K
|
969
$990K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-6.47K- 6.76% |
$4.05M - $5.26M
|
89.2K
$91.2M
|
|