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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
4+ 1.43% |
$2.9K - $3.72K
|
284
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 11.5% |
$95.1K - $122K
|
1.27K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 1.02% |
$36.3K - $46.5K
|
4.85K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
30+ 2.15% |
$21.8K - $27.9K
|
1.42K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
7.13K+ 91.72% |
$5.18M - $6.63M
|
14.9K
$15.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
252New |
$183K - $234K
|
252
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
PUT |
1K+ 250.0% |
$726K - $930K
|
1.4K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
590New |
$428K - $549K
|
590
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.21KNew |
$880K - $1.13M
|
1.21K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-94- 13.54% |
$68.2K - $87.4K
|
600
$613K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-24- 7.36% |
$17.4K - $22.3K
|
302
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-5.15K- 85.62% |
$3.74M - $4.79M
|
865
$884K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6- 8.57% |
$4.35K - $5.58K
|
64
$65.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-8- 0.09% |
$5.81K - $7.44K
|
8.67K
$8.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.02KNew |
$737K - $944K
|
1.02K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 11.51% |
$23.2K - $29.8K
|
310
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-7.78K- 95.1% |
$5.64M - $7.23M
|
401
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
24+ 8.33% |
$17.4K - $22.3K
|
312
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
554+ 4.33% |
$402K - $515K
|
13.3K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
2.46K+ 158.34% |
$1.78M - $2.29M
|
4.01K
$4.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
8+ 0.68% |
$5.81K - $7.44K
|
1.19K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
45+ 13.93% |
$32.7K - $41.8K
|
368
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
16+ 2.11% |
$11.6K - $14.9K
|
775
$792K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-14- 2.2% |
$10.2K - $13K
|
621
$634K
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.52KNew |
$2.55M - $3.27M
|
3.52K
$3.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
263New |
$191K - $245K
|
263
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-12- 3.8% |
$8.71K - $11.2K
|
304
$311K
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 1.67% |
$7.26K - $9.3K
|
610
$623K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.66% |
$16K - $20.5K
|
3.38K
$3.45M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
SELL
|
- |
-493- 7.17% |
$358K - $458K
|
6.38K
$6.52M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
15New |
$10.9K - $14K
|
15
$15.3K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-1.11K- 99.55% |
$809K - $1.04M
|
5
$5.11K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-6.47K- 88.79% |
$4.71M - $6.03M
|
817
$835K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-1.2K- 23.72% |
$872K - $1.12M
|
3.86K
$3.94M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
145New |
$105K - $135K
|
145
$148K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.56KNew |
$1.13M - $1.45M
|
1.56K
$1.59M
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 1.72% |
$15.3K - $19.6K
|
1.24K
$1.27M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$1.91M - $2.45M
|
2.63K
$2.69M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
56New |
$40.7K - $52.2K
|
56
$57.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
623New |
$453K - $581K
|
623
$637K
|
|
|
Feb 27, 2025
Q4 2024
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
7.36KNew |
$5.35M - $6.86M
|
7.36K
$7.52M
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5New |
$3.64K - $4.66K
|
5
$5.11K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
267New |
$194K - $249K
|
267
$273K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
449+ 33.96% |
$327K - $418K
|
1.77K
$1.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
674+ 107.67% |
$490K - $628K
|
1.3K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
136K+ 2.68% |
$98.8M - $127M
|
5.2M
$5.32B
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-12.7K- 93.86% |
$9.21M - $11.8M
|
829
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-16.5K- 97.95% |
$12M - $15.4M
|
346
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
52+ 17.75% |
$37.8K - $48.5K
|
345
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-40.9K- 56.43% |
$29.8M - $38.1M
|
31.6K
$32.3M
|
|