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 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
953+ 3.4% |
$692K - $886K
|
29K
$22.8M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
942New |
$684K - $876K
|
942
$741K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
941New |
$683K - $875K
|
941
$740K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
934+ 4.76% |
$678K - $868K
|
20.5K
$16.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
918+ 302.97% |
$666K - $853K
|
1.22K
$961K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
917+ 15.0% |
$665K - $853K
|
7.03K
$5.53M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
917+ 10.84% |
$665K - $853K
|
9.38K
$7.38M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
900+ 10.63% |
$653K - $837K
|
9.37K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
900+ 276.07% |
$653K - $837K
|
1.23K
$965K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
896+ 2.49% |
$650K - $833K
|
36.9K
$29.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
892+ 16.44% |
$647K - $829K
|
6.32K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
891+ 8.54% |
$647K - $828K
|
11.3K
$8.91M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
886New |
$643K - $824K
|
886
$697K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
885New |
$642K - $823K
|
885
$696K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
880New |
$639K - $818K
|
880
$692K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
876+ 14.39% |
$636K - $814K
|
6.96K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
875+ 26.5% |
$635K - $814K
|
4.18K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
874+ 5.88% |
$634K - $813K
|
15.7K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
857+ 2.33% |
$622K - $797K
|
37.7K
$29.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
851+ 2.72% |
$618K - $791K
|
32.1K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
851+ 36.32% |
$618K - $791K
|
3.19K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
848+ 2.57% |
$615K - $788K
|
33.8K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
848+ 6.92% |
$615K - $788K
|
13.1K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
843+ 67.93% |
$612K - $784K
|
2.08K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
841+ 15.96% |
$610K - $782K
|
6.11K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
839+ 0.77% |
$609K - $780K
|
110K
$86.2M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
837+ 15.76% |
$607K - $778K
|
6.15K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
832+ 167.07% |
$604K - $774K
|
1.33K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
829+ 8.51% |
$602K - $771K
|
10.6K
$8.32M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
828+ 5.39% |
$601K - $770K
|
16.2K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
826+ 9.17% |
$599K - $768K
|
9.83K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
826+ 44.65% |
$599K - $768K
|
2.68K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
824+ 8.59% |
$598K - $766K
|
10.4K
$8.2M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
820+ 10.04% |
$595K - $762K
|
8.99K
$7.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
816+ 78.46% |
$592K - $759K
|
1.86K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Springhill Fund Asset Management (Hk) CO LTD
Hong Kong, K3 |
BUY
|
- |
816New |
$592K - $759K
|
816
$642K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
811+ 5.11% |
$589K - $754K
|
16.7K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
805+ 41.49% |
$584K - $748K
|
2.75K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
804+ 13.68% |
$583K - $747K
|
6.68K
$5.26M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
804+ 5.42% |
$583K - $747K
|
15.6K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
800New |
$581K - $744K
|
800
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
796+ 13.43% |
$578K - $740K
|
6.72K
$5.29M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
794+ 68.04% |
$576K - $738K
|
1.96K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
792+ 15.92% |
$575K - $736K
|
5.77K
$4.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
786+ 35.57% |
$570K - $731K
|
3K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
785+ 26.39% |
$570K - $730K
|
3.76K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
783+ 3.9% |
$568K - $728K
|
20.9K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
782+ 7.81% |
$568K - $727K
|
10.8K
$8.5M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
778+ 129.88% |
$565K - $723K
|
1.38K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
777+ 14.14% |
$564K - $722K
|
6.27K
$4.94M
|