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 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-251- 5.13% |
$179K - $226K
|
4.64K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-34- 10.63% |
$24.3K - $30.6K
|
286
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.3K+ 3.46% |
$927K - $1.17M
|
38.8K
$31.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
48+ 1.39% |
$34.3K - $43.1K
|
3.49K
$2.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6+ 0.56% |
$4.28K - $5.39K
|
1.08K
$871K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.14K- 1.5% |
$813K - $1.02M
|
75K
$60.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
35+ 1.34% |
$25K - $31.5K
|
2.64K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-414- 49.88% |
$295K - $372K
|
416
$335K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.15% |
$714 - $899
|
653
$526K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.22K- 32.39% |
$869K - $1.09M
|
2.54K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-126- 6.31% |
$89.9K - $113K
|
1.87K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Lattice Capital Management, LLC
|
BUY
|
- |
200+ 19.65% |
$143K - $180K
|
1.22K
$981K
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-90- 2.78% |
$64.2K - $80.9K
|
3.15K
$2.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
24+ 1.13% |
$17.1K - $21.6K
|
2.15K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
3.85K+ 17.86% |
$2.74M - $3.46M
|
25.4K
$20.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-336- 5.83% |
$240K - $302K
|
5.42K
$4.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
838+ 266.88% |
$598K - $753K
|
1.15K
$928K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
114+ 15.08% |
$81.4K - $102K
|
870
$701K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
102+ 19.58% |
$72.8K - $91.7K
|
623
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
91+ 31.27% |
$64.9K - $81.8K
|
382
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-7- 0.83% |
$5K - $6.29K
|
838
$675K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
47+ 1.28% |
$33.5K - $42.3K
|
3.71K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
349+ 24.17% |
$249K - $314K
|
1.79K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
225+ 11.21% |
$161K - $202K
|
2.23K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-920- 42.71% |
$657K - $827K
|
1.23K
$994K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-62K- 4.32% |
$44.2M - $55.7M
|
1.37M
$1.11B
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-288- 16.27% |
$206K - $259K
|
1.48K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-197- 3.51% |
$141K - $177K
|
5.42K
$4.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 7.69% |
$714 - $899
|
12
$9.67K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
798+ 24.12% |
$570K - $717K
|
4.11K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
46+ 3.5% |
$32.8K - $41.4K
|
1.36K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
307New |
$219K - $276K
|
307
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
20+ 1.47% |
$14.3K - $18K
|
1.38K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-20.2K- 5.55% |
$14.4M - $18.1M
|
343K
$276M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-143- 4.45% |
$102K - $129K
|
3.07K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-16.9K- 10.43% |
$12M - $15.2M
|
145K
$117M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-90- 0.93% |
$64.2K - $80.9K
|
9.56K
$7.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-6- 0.32% |
$4.28K - $5.39K
|
1.87K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-28- 3.65% |
$20K - $25.2K
|
739
$595K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.71K+ 20.1% |
$4.08M - $5.13M
|
34.1K
$27.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
30.1K+ 6.8% |
$21.5M - $27.1M
|
472K
$381M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 5.05% |
$3.57K - $4.49K
|
104
$83.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.39KNew |
$2.42M - $3.05M
|
3.39K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-4.64K- 66.29% |
$3.31M - $4.17M
|
2.36K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
184+ 5.94% |
$131K - $165K
|
3.28K
$2.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
9.59K+ 45.98% |
$6.84M - $8.62M
|
30.4K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
298+ 13.93% |
$213K - $268K
|
2.44K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.18K- 45.71% |
$2.27M - $2.86M
|
3.78K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5+ 0.02% |
$3.57K - $4.49K
|
20.9K
$16.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
29+ 10.36% |
$20.7K - $26.1K
|
309
$249K
|