Latest Institutional Purchases of Eli Lilly & CO (LLY)
This list provides information on the latest institutional transactions involving Eli Lilly & CO (LLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
21+ 3.4% |
$15.2K - $19.5K
|
638
$486K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21New |
$15.2K - $19.5K
|
21
$16K
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
21+ 8.08% |
$15.2K - $19.5K
|
281
$214K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
21+ 210.0% |
$15.2K - $19.5K
|
31
$23.6K
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
21+ 2.07% |
$15.2K - $19.5K
|
1.04K
$788K
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 6.89% |
$15.2K - $19.5K
|
326
$248K
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20+ 2.89% |
$14.5K - $18.6K
|
712
$542K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
20+ 3.91% |
$14.5K - $18.6K
|
531
$404K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.16% |
$14.5K - $18.6K
|
12.5K
$9.51M
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
20+ 1.66% |
$14.5K - $18.6K
|
1.22K
$931K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 2.03% |
$14.5K - $18.6K
|
1.01K
$766K
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20+ 3.18% |
$14.5K - $18.6K
|
649
$494K
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
20+ 2.29% |
$14.5K - $18.6K
|
892
$679K
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
20+ 6.12% |
$14.5K - $18.6K
|
347
$264K
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
20+ 4.48% |
$14.5K - $18.6K
|
466
$355K
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
20+ 0.2% |
$14.5K - $18.6K
|
10.2K
$7.73M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.31% |
$14.5K - $18.6K
|
1.55K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
19+ 4.4% |
$13.8K - $17.7K
|
451
$343K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 1.53% |
$13.8K - $17.7K
|
1.26K
$963K
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
19+ 4.29% |
$13.8K - $17.7K
|
462
$352K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19+ 0.03% |
$13.8K - $17.7K
|
63.5K
$48.3M
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
19+ 1.67% |
$13.8K - $17.7K
|
1.16K
$881K
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
18+ 5.28% |
$13.1K - $16.7K
|
359
$273K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18+ 0.34% |
$13.1K - $16.7K
|
5.36K
$4.08M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
18New |
$13.1K - $16.7K
|
18
$13.7K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 68.0% |
$12.3K - $15.8K
|
42
$32K
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17+ 2.04% |
$12.3K - $15.8K
|
849
$647K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 3.51% |
$12.3K - $15.8K
|
502
$382K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 3.75% |
$12.3K - $15.8K
|
470
$358K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 6.32% |
$12.3K - $15.8K
|
286
$218K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17+ 1.33% |
$12.3K - $15.8K
|
1.3K
$990K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 14.41% |
$12.3K - $15.8K
|
135
$103K
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
17+ 3.66% |
$12.3K - $15.8K
|
481
$366K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17+ 3.59% |
$12.3K - $15.8K
|
490
$373K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17+ 2.66% |
$12.3K - $15.8K
|
656
$500K
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
17+ 1.1% |
$12.3K - $15.8K
|
1.56K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
16+ 0.01% |
$11.6K - $14.9K
|
136K
$103M
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
16+ 0.55% |
$11.6K - $14.9K
|
2.95K
$2.24M
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.89% |
$11.6K - $14.9K
|
427
$325K
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
16+ 4.06% |
$11.6K - $14.9K
|
410
$312K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
16+ 0.5% |
$11.6K - $14.9K
|
3.21K
$2.44M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 4.32% |
$11.6K - $14.9K
|
386
$294K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 0.35% |
$11.6K - $14.9K
|
4.59K
$3.49M
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
16+ 1.86% |
$11.6K - $14.9K
|
877
$668K
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
16+ 3.18% |
$11.6K - $14.9K
|
519
$395K
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
16+ 2.11% |
$11.6K - $14.9K
|
775
$590K
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 1.13% |
$11.6K - $14.9K
|
1.43K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.82% |
$10.9K - $13.9K
|
546
$416K
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.23% |
$10.9K - $13.9K
|
6.63K
$5.05M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 3.66% |
$10.9K - $13.9K
|
425
$324K
|