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 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200+ 38.31% |
$145K - $186K
|
722
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
199+ 4.45% |
$144K - $185K
|
4.67K
$3.84M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
199+ 23.27% |
$144K - $185K
|
1.05K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
198+ 75.57% |
$144K - $184K
|
460
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
198+ 6.28% |
$144K - $184K
|
3.35K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
196+ 53.12% |
$142K - $182K
|
565
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
192+ 7.08% |
$139K - $179K
|
2.91K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
191+ 1.87% |
$139K - $178K
|
10.4K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
190+ 45.35% |
$138K - $177K
|
609
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
188+ 14.51% |
$136K - $175K
|
1.48K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
187+ 1.08% |
$136K - $174K
|
17.4K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 3.39% |
$136K - $174K
|
5.7K
$4.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
187+ 6.04% |
$136K - $174K
|
3.28K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
187New |
$136K - $174K
|
187
$154K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
187+ 31.91% |
$136K - $174K
|
773
$635K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
186+ 4.48% |
$135K - $173K
|
4.34K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
186+ 57.23% |
$135K - $173K
|
511
$420K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
186+ 15.54% |
$135K - $173K
|
1.38K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
185+ 3.51% |
$134K - $172K
|
5.46K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185+ 3.52% |
$134K - $172K
|
5.44K
$4.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
184+ 34.46% |
$134K - $171K
|
718
$590K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
183+ 42.86% |
$133K - $170K
|
610
$501K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
181+ 4.65% |
$131K - $168K
|
4.07K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
180+ 19.89% |
$131K - $167K
|
1.09K
$891K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
180+ 3.64% |
$131K - $167K
|
5.12K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
178+ 2.96% |
$129K - $165K
|
6.19K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
177+ 7.73% |
$128K - $165K
|
2.47K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
177+ 9.38% |
$128K - $165K
|
2.06K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
175+ 10.23% |
$127K - $163K
|
1.89K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
174+ 8.86% |
$126K - $162K
|
2.14K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
174+ 50.58% |
$126K - $162K
|
518
$426K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
172+ 4.89% |
$125K - $160K
|
3.69K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
171+ 3.57% |
$124K - $159K
|
4.96K
$4.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
170+ 2.48% |
$123K - $158K
|
7.04K
$5.78M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
170+ 12.14% |
$123K - $158K
|
1.57K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
169+ 3.11% |
$123K - $157K
|
5.61K
$4.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
169+ 1.64% |
$123K - $157K
|
10.5K
$8.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
166+ 16.47% |
$120K - $154K
|
1.17K
$964K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
165+ 89.19% |
$120K - $153K
|
350
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
165New |
$120K - $153K
|
165
$136K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
164+ 12.4% |
$119K - $152K
|
1.49K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
164+ 0.24% |
$119K - $152K
|
67.7K
$55.6M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
164+ 6.67% |
$119K - $152K
|
2.62K
$2.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
162+ 5.74% |
$118K - $151K
|
2.99K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
161+ 2.37% |
$117K - $150K
|
6.96K
$5.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
161+ 25.52% |
$117K - $150K
|
792
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
161+ 44.23% |
$117K - $150K
|
525
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
160+ 35.09% |
$116K - $149K
|
616
$506K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
158+ 33.83% |
$115K - $147K
|
625
$513K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
157+ 4.41% |
$114K - $146K
|
3.72K
$3.05M
|