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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12- 1.38% |
$8.56K - $10.8K
|
860
$879K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-25- 4.15% |
$17.8K - $22.5K
|
578
$591K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
48New |
$34.3K - $43.1K
|
48
$49K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
343+ 16.34% |
$245K - $308K
|
2.44K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-180- 9.2% |
$128K - $162K
|
1.78K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
73+ 11.89% |
$52.1K - $65.6K
|
687
$702K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4- 0.3% |
$2.85K - $3.6K
|
1.33K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-3- 0.36% |
$2.14K - $2.7K
|
820
$838K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-241- 0.18% |
$172K - $217K
|
130K
$133M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
489+ 137.75% |
$349K - $440K
|
844
$862K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-141- 5.76% |
$101K - $127K
|
2.31K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 2.9% |
$8.56K - $10.8K
|
426
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-18- 4.52% |
$12.8K - $16.2K
|
380
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-94- 17.22% |
$67.1K - $84.5K
|
452
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5+ 0.12% |
$3.57K - $4.49K
|
4.19K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-10.7K- 13.82% |
$7.65M - $9.64M
|
66.8K
$68.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-50- 12.5% |
$35.7K - $44.9K
|
350
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
271New |
$193K - $244K
|
271
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
12+ 1.49% |
$8.56K - $10.8K
|
819
$837K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12New |
$8.56K - $10.8K
|
12
$12.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
15+ 6.17% |
$10.7K - $13.5K
|
258
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
110New |
$78.5K - $98.9K
|
110
$112K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-34- 2.04% |
$24.3K - $30.6K
|
1.63K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.07K- 77.51% |
$765K - $964K
|
311
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
12New |
$8.56K - $10.8K
|
12
$12.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-20- 7.14% |
$14.3K - $18K
|
260
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
90+ 1.28% |
$64.2K - $80.9K
|
7.14K
$7.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-53- 2.83% |
$37.8K - $47.6K
|
1.82K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
10New |
$7.14K - $8.99K
|
10
$10.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
629New |
$449K - $565K
|
629
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
32+ 0.35% |
$22.8K - $28.8K
|
9.12K
$9.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-20- 1.89% |
$14.3K - $18K
|
1.04K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.43% |
$1.43K - $1.8K
|
458
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
62+ 13.84% |
$44.3K - $55.7K
|
510
$521K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
260New |
$186K - $234K
|
260
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
293New |
$209K - $263K
|
293
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-1- 0.3% |
$714 - $899
|
333
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
95+ 36.54% |
$67.8K - $85.4K
|
355
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-7.02K- 93.94% |
$5.01M - $6.31M
|
453
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.22% |
$714 - $899
|
448
$458K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-34- 7.78% |
$24.3K - $30.6K
|
403
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-1- 33.33% |
$714 - $899
|
2
$2.04K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1- 0.05% |
$714 - $899
|
1.94K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-61- 11.78% |
$43.5K - $54.8K
|
457
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
911+ 53.75% |
$650K - $819K
|
2.61K
$2.66M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
364+ 65.23% |
$260K - $327K
|
922
$942K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
34+ 6.38% |
$24.3K - $30.6K
|
567
$579K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
430New |
$307K - $387K
|
430
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-16- 5.32% |
$11.4K - $14.4K
|
285
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3- 0.77% |
$2.14K - $2.7K
|
385
$393K
|
|