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 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-28- 2.39% |
$17.5K - $22.8K
|
1.15K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-110- 12.64% |
$68.8K - $89.4K
|
760
$776K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2- 0.24% |
$1.25K - $1.63K
|
836
$854K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
225+ 64.29% |
$141K - $183K
|
575
$587K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.65K- 1.0% |
$2.29M - $2.97M
|
363K
$370M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
49+ 17.75% |
$30.7K - $39.8K
|
325
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
494+ 21.94% |
$309K - $401K
|
2.75K
$2.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-20- 5.68% |
$12.5K - $16.3K
|
332
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-38- 4.17% |
$23.8K - $30.9K
|
874
$893K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
838+ 109.97% |
$524K - $681K
|
1.6K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-16- 1.32% |
$10K - $13K
|
1.19K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.4K- 4.94% |
$11.5M - $14.9M
|
353K
$361M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-116- 5.34% |
$72.6K - $94.3K
|
2.06K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
391+ 9.77% |
$245K - $318K
|
4.39K
$4.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
520+ 18.08% |
$325K - $423K
|
3.4K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-8- 0.93% |
$5.01K - $6.5K
|
852
$870K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
172+ 2.42% |
$108K - $140K
|
7.28K
$7.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
6+ 1.73% |
$3.75K - $4.88K
|
353
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-37- 1.26% |
$23.1K - $30.1K
|
2.91K
$2.97M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18- 0.66% |
$11.3K - $14.6K
|
2.72K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-10- 29.41% |
$6.26K - $8.13K
|
24
$24.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-169- 4.26% |
$106K - $137K
|
3.8K
$3.88M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
195+ 0.84% |
$122K - $158K
|
23.5K
$24M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-136- 4.23% |
$85.1K - $111K
|
3.08K
$3.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-354- 16.62% |
$221K - $288K
|
1.78K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2+ 0.1% |
$1.25K - $1.63K
|
1.93K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
532+ 3.6% |
$333K - $432K
|
15.3K
$15.6M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-95- 6.27% |
$59.4K - $77.2K
|
1.42K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-673- 33.09% |
$421K - $547K
|
1.36K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
947+ 26.58% |
$592K - $770K
|
4.51K
$4.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-990- 66.44% |
$619K - $805K
|
500
$511K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
95+ 17.06% |
$59.4K - $77.2K
|
652
$666K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-6.58K- 77.56% |
$4.12M - $5.35M
|
1.9K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2- 0.09% |
$1.25K - $1.63K
|
2.29K
$2.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.42K+ 74.44% |
$887K - $1.15M
|
3.32K
$3.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.26K- 42.95% |
$2.04M - $2.65M
|
4.33K
$4.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
3.5KNew |
$2.19M - $2.84M
|
3.5K
$3.58M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 4.5% |
$1.3M - $1.69M
|
48.2K
$49.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 1.04% |
$7.51K - $9.75K
|
1.17K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-20- 1.7% |
$12.5K - $16.3K
|
1.16K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.29K+ 16.43% |
$808K - $1.05M
|
9.15K
$9.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2+ 0.38% |
$1.25K - $1.63K
|
533
$545K
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
3+ 0.97% |
$1.88K - $2.44K
|
312
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
18+ 1.29% |
$11.3K - $14.6K
|
1.41K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-9- 0.13% |
$5.63K - $7.31K
|
6.73K
$6.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-49- 9.4% |
$30.7K - $39.8K
|
472
$482K
|
|
|
Oct 22, 2025
Q3 2025
|
Bender Robert & Associates
|
SELL
|
- |
-156- 0.85% |
$97.6K - $127K
|
18.2K
$18.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-13.5K- 14.74% |
$8.44M - $11M
|
78K
$79.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-58- 0.95% |
$36.3K - $47.1K
|
6.02K
$6.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-74- 6.94% |
$46.3K - $60.1K
|
993
$1.01M
|
|