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 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 1.2% |
$6.26K - $8.13K
|
846
$864K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-185- 9.56% |
$116K - $150K
|
1.75K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.25K+ 758.92% |
$1.41M - $1.83M
|
2.55K
$2.61M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.43% |
$626 - $813
|
231
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
30+ 10.49% |
$18.8K - $24.4K
|
316
$323K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-25- 1.66% |
$15.6K - $20.3K
|
1.48K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
261+ 13.31% |
$163K - $212K
|
2.22K
$2.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-124- 16.06% |
$77.6K - $101K
|
648
$662K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
86+ 13.17% |
$53.8K - $69.9K
|
739
$755K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 9.55% |
$10.6K - $13.8K
|
195
$199K
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-274- 3.32% |
$171K - $223K
|
7.98K
$8.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-103- 7.2% |
$64.4K - $83.7K
|
1.33K
$1.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-422K- 35.11% |
$264M - $343M
|
781K
$797M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.34% |
$1.25K - $1.63K
|
587
$600K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-23K- 96.73% |
$14.4M - $18.7M
|
778
$795K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
122+ 9.92% |
$76.3K - $99.1K
|
1.35K
$1.38M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.78K- 23.2% |
$1.74M - $2.26M
|
9.21K
$9.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-367- 17.34% |
$230K - $298K
|
1.75K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-10- 0.97% |
$6.26K - $8.13K
|
1.02K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
357+ 13.26% |
$223K - $290K
|
3.05K
$3.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
266+ 7.04% |
$166K - $216K
|
4.05K
$4.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
77+ 6.45% |
$48.2K - $62.6K
|
1.27K
$1.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
8+ 1.63% |
$5.01K - $6.5K
|
499
$510K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-52- 3.55% |
$32.5K - $42.3K
|
1.41K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
82+ 3.74% |
$51.3K - $66.6K
|
2.27K
$2.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.99K+ 39.28% |
$1.25M - $1.62M
|
7.06K
$7.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-5.75K- 28.3% |
$3.6M - $4.67M
|
14.6K
$14.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-83- 3.96% |
$51.9K - $67.5K
|
2.01K
$2.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.05K+ 113.15% |
$657K - $853K
|
1.98K
$2.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-113- 4.66% |
$70.7K - $91.8K
|
2.31K
$2.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.19K+ 40.6% |
$2.62M - $3.41M
|
14.5K
$14.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-63- 0.24% |
$39.4K - $51.2K
|
26K
$26.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
30+ 1.33% |
$18.8K - $24.4K
|
2.29K
$2.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-45- 2.81% |
$28.2K - $36.6K
|
1.56K
$1.59M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
326New |
$204K - $265K
|
326
$333K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
318+ 3.1% |
$199K - $258K
|
10.6K
$10.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.26K+ 242.97% |
$789K - $1.02M
|
1.78K
$1.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
312+ 4.37% |
$195K - $254K
|
7.45K
$7.61M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
26+ 3.55% |
$16.3K - $21.1K
|
758
$774K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
240+ 18.43% |
$150K - $195K
|
1.54K
$1.58M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
90+ 3.52% |
$56.3K - $73.1K
|
2.65K
$2.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.23K+ 21.34% |
$770K - $1M
|
7K
$7.15M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
40+ 13.99% |
$25K - $32.5K
|
326
$333K
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
9.25K+ 34.14% |
$5.79M - $7.51M
|
36.3K
$37.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.19KNew |
$745K - $967K
|
1.19K
$1.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-27- 8.71% |
$16.9K - $21.9K
|
283
$289K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-125- 3.88% |
$78.2K - $102K
|
3.1K
$3.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
227+ 0.64% |
$142K - $184K
|
35.8K
$36.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14- 1.13% |
$8.76K - $11.4K
|
1.23K
$1.26M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16+ 3.5% |
$10K - $13K
|
473
$483K
|
|