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 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
56+ 16.87% |
$35K - $45.5K
|
388
$396K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-1.34K- 7.65% |
$838K - $1.09M
|
16.2K
$16.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-922- 13.67% |
$577K - $749K
|
5.83K
$5.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
148+ 4.59% |
$92.6K - $120K
|
3.37K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
8+ 50.0% |
$5.01K - $6.5K
|
24
$24.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
95+ 6.38% |
$59.4K - $77.2K
|
1.58K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-220- 1.07% |
$138K - $179K
|
20.3K
$20.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.96K+ 156.83% |
$3.1M - $4.03M
|
8.13K
$8.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
40+ 1.84% |
$25K - $32.5K
|
2.21K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.71K- 13.05% |
$1.69M - $2.2M
|
18K
$18.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
17+ 2.43% |
$10.6K - $13.8K
|
717
$733K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.3K+ 13.4% |
$815K - $1.06M
|
11K
$11.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13+ 1.15% |
$8.13K - $10.6K
|
1.14K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-150- 1.48% |
$93.8K - $122K
|
10K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
168+ 0.11% |
$105K - $137K
|
158K
$161M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-10- 0.19% |
$6.26K - $8.13K
|
5.23K
$5.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
14+ 2.42% |
$8.76K - $11.4K
|
592
$605K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
66+ 7.84% |
$41.3K - $53.6K
|
908
$928K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 3.27% |
$5.63K - $7.31K
|
284
$290K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.51K+ 14.46% |
$944K - $1.23M
|
11.9K
$12.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.86K+ 264.33% |
$1.79M - $2.32M
|
3.94K
$4.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.77% |
$1.25K - $1.63K
|
263
$269K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 6.6% |
$718K - $933K
|
18.5K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-490- 16.62% |
$307K - $398K
|
2.46K
$2.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.02K- 17.18% |
$636K - $826K
|
4.9K
$5M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
48+ 1.97% |
$30K - $39K
|
2.48K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-23- 1.29% |
$14.4K - $18.7K
|
1.76K
$1.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-165- 20.27% |
$103K - $134K
|
649
$663K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-40- 7.78% |
$25K - $32.5K
|
474
$484K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-51- 4.48% |
$31.9K - $41.4K
|
1.09K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-229- 13.55% |
$143K - $186K
|
1.46K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.41% |
$1.25K - $1.63K
|
486
$497K
|
|
|
Oct 20, 2025
Q3 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-99- 2.03% |
$61.9K - $80.5K
|
4.77K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-4.45K- 31.54% |
$2.79M - $3.62M
|
9.66K
$9.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
363+ 11.97% |
$227K - $295K
|
3.4K
$3.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-8- 2.07% |
$5.01K - $6.5K
|
378
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
10K+ 225.56% |
$6.28M - $8.16M
|
14.5K
$14.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-79- 1.86% |
$49.4K - $64.2K
|
4.18K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-124- 25.94% |
$77.6K - $101K
|
354
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1- 0.08% |
$626 - $813
|
1.22K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
SELL
|
- |
-14.6K- 3.69% |
$9.13M - $11.9M
|
381K
$389M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
9+ 0.77% |
$5.63K - $7.31K
|
1.18K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
67+ 6.24% |
$41.9K - $54.5K
|
1.14K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-4.26K- 1.53% |
$2.66M - $3.46M
|
274K
$280M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.98K- 18.16% |
$4.37M - $5.67M
|
31.5K
$32.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
17.8K+ 1043.74% |
$11.1M - $14.4M
|
19.5K
$19.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
575+ 3.33% |
$360K - $467K
|
17.8K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-207- 2.46% |
$130K - $168K
|
8.2K
$8.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
407+ 3.01% |
$255K - $331K
|
13.9K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 5.15% |
$9.38K - $12.2K
|
306
$313K
|
|