Purchases and Sales Made in Q1 2025 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2025. The information is specifically focused on institutions that hold shares of ELI LILLY & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
256New |
$186K - $238K
|
256
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
255New |
$185K - $237K
|
255
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
255New |
$185K - $237K
|
255
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
255New |
$185K - $237K
|
255
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
253+ 15.86% |
$184K - $235K
|
1.85K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
253New |
$184K - $235K
|
253
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
253+ 12.34% |
$184K - $235K
|
2.3K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
252New |
$183K - $234K
|
252
$207K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
251New |
$182K - $233K
|
251
$206K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
250New |
$181K - $232K
|
250
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
250New |
$181K - $232K
|
250
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
250+ 20.16% |
$181K - $232K
|
1.49K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
250+ 1.5% |
$181K - $232K
|
17K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
250New |
$181K - $232K
|
250
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
249New |
$181K - $232K
|
249
$205K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
249+ 7.83% |
$181K - $232K
|
3.43K
$2.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
248+ 13.45% |
$180K - $231K
|
2.09K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
248New |
$180K - $231K
|
248
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
248New |
$180K - $231K
|
248
$204K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
247New |
$179K - $230K
|
247
$203K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
246New |
$179K - $229K
|
246
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
245New |
$178K - $228K
|
245
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
245+ 53.38% |
$178K - $228K
|
704
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
245+ 23.72% |
$178K - $228K
|
1.28K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
244+ 28.27% |
$177K - $227K
|
1.11K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
244New |
$177K - $227K
|
244
$200K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
244+ 11.46% |
$177K - $227K
|
2.37K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
243New |
$176K - $226K
|
243
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
243New |
$176K - $226K
|
243
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
243+ 4.94% |
$176K - $226K
|
5.17K
$4.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
240+ 6.18% |
$174K - $223K
|
4.12K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
240+ 1.72% |
$174K - $223K
|
14.2K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
237+ 1.76% |
$172K - $220K
|
13.7K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
237+ 0.29% |
$172K - $220K
|
81.1K
$66.6M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
237+ 9.53% |
$172K - $220K
|
2.72K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
234+ 15.85% |
$170K - $218K
|
1.71K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
233+ 3.68% |
$169K - $217K
|
6.56K
$5.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
232+ 3.31% |
$168K - $216K
|
7.25K
$5.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
231+ 4.93% |
$168K - $215K
|
4.92K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
230+ 9.43% |
$167K - $214K
|
2.67K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
230New |
$167K - $214K
|
230
$189K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
230+ 8.76% |
$167K - $214K
|
2.86K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
229+ 16.9% |
$166K - $213K
|
1.58K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
228+ 9.01% |
$165K - $212K
|
2.76K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
227+ 10.38% |
$165K - $211K
|
2.41K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
227+ 3.1% |
$165K - $211K
|
7.56K
$6.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
224+ 18.35% |
$163K - $208K
|
1.45K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
224+ 15.33% |
$163K - $208K
|
1.69K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
224+ 11.31% |
$163K - $208K
|
2.2K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
223+ 20.14% |
$162K - $207K
|
1.33K
$1.09M
|