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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$867K - $1.11M
|
1.19K
$940K
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.19K+ 367.28% |
$864K - $1.11M
|
1.51K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.18K+ 7.13% |
$858K - $1.1M
|
17.8K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.18K+ 220.83% |
$854K - $1.09M
|
1.71K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.18K+ 0.97% |
$854K - $1.09M
|
122K
$95.9M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 11.15% |
$850K - $1.09M
|
11.7K
$9.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.17K+ 5.96% |
$845K - $1.08M
|
20.7K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.15K+ 45.45% |
$837K - $1.07M
|
3.69K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.15KNew |
$836K - $1.07M
|
1.15K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.14K+ 3.92% |
$830K - $1.06M
|
30.4K
$23.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.14K+ 48.8% |
$829K - $1.06M
|
3.49K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.13K+ 12.91% |
$823K - $1.05M
|
9.92K
$7.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.13K+ 1.05% |
$816K - $1.05M
|
108K
$85M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.13K+ 48.79% |
$816K - $1.05M
|
3.43K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.12K+ 30.32% |
$813K - $1.04M
|
4.81K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.11K+ 17.3% |
$808K - $1.03M
|
7.55K
$5.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.11K+ 17.97% |
$807K - $1.03M
|
7.3K
$5.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 0.68% |
$800K - $1.03M
|
163K
$128M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.1K+ 151.52% |
$798K - $1.02M
|
1.83K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.1K+ 1.62% |
$798K - $1.02M
|
68.8K
$54.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.09K+ 104.2% |
$792K - $1.02M
|
2.14K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
1.08K+ 7.52% |
$784K - $1M
|
15.4K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 4.06% |
$781K - $1M
|
27.6K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.07K+ 19.32% |
$777K - $995K
|
6.61K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.06K+ 0.62% |
$771K - $988K
|
173K
$136M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.06K+ 13.09% |
$766K - $981K
|
9.11K
$7.17M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.05K+ 41.2% |
$761K - $975K
|
3.6K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.05KNew |
$760K - $973K
|
1.05K
$824K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 154.96% |
$759K - $972K
|
1.72K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 8.79% |
$758K - $972K
|
12.9K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.04K+ 32.15% |
$756K - $969K
|
4.28K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.03K+ 62.18% |
$750K - $961K
|
2.7K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Mirova
Paris, I0 |
BUY
|
- |
1.03K+ 4.01% |
$747K - $958K
|
26.7K
$21M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.03K+ 15.9% |
$745K - $955K
|
7.49K
$5.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.02KNew |
$737K - $944K
|
1.02K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.01K+ 100.4% |
$734K - $941K
|
2.02K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.01K+ 2.08% |
$732K - $937K
|
49.6K
$39M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.01K+ 9.11% |
$731K - $936K
|
12.1K
$9.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 84.17% |
$729K - $934K
|
2.2K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1K+ 23.33% |
$726K - $931K
|
5.29K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1K+ 38.46% |
$726K - $930K
|
3.6K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
999+ 24.71% |
$725K - $929K
|
5.04K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
997+ 27.79% |
$724K - $927K
|
4.59K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
993+ 79.25% |
$721K - $923K
|
2.25K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
990+ 26.28% |
$718K - $920K
|
4.76K
$3.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
986+ 34.52% |
$716K - $917K
|
3.84K
$3.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
982+ 13.28% |
$713K - $913K
|
8.37K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
975+ 39.41% |
$708K - $906K
|
3.45K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
963+ 5.04% |
$699K - $895K
|
20.1K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
956+ 103.91% |
$694K - $889K
|
1.88K
$1.48M
|