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 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
143+ 4.45% |
$104K - $133K
|
3.36K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
143+ 9.72% |
$104K - $133K
|
1.61K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
143+ 7.01% |
$104K - $133K
|
2.18K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
142+ 27.95% |
$103K - $132K
|
650
$534K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
141+ 5.13% |
$102K - $131K
|
2.89K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
141+ 4.74% |
$102K - $131K
|
3.12K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
140+ 1400.0% |
$102K - $130K
|
150
$123K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
140+ 26.87% |
$102K - $130K
|
661
$543K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
140+ 4.3% |
$102K - $130K
|
3.4K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
139+ 1.24% |
$101K - $129K
|
11.4K
$9.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
138+ 14.04% |
$100K - $128K
|
1.12K
$921K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
138+ 3.15% |
$100K - $128K
|
4.52K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
137+ 4.28% |
$99.4K - $127K
|
3.34K
$2.74M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
136+ 2.5% |
$98.7K - $126K
|
5.58K
$4.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
136+ 0.74% |
$98.7K - $126K
|
18.4K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
135+ 35.81% |
$98K - $126K
|
512
$421K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
134+ 1.44% |
$97.2K - $125K
|
9.45K
$7.77M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
133+ 32.28% |
$96.5K - $124K
|
545
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
133+ 12.45% |
$96.5K - $124K
|
1.2K
$987K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
132+ 41.12% |
$95.8K - $123K
|
453
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
132+ 6.15% |
$95.8K - $123K
|
2.28K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
132+ 10.06% |
$95.8K - $123K
|
1.44K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 11.5% |
$95.1K - $122K
|
1.27K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
128+ 37.87% |
$92.9K - $119K
|
466
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
127+ 4.34% |
$92.2K - $118K
|
3.05K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
127New |
$92.2K - $118K
|
127
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
125+ 5.56% |
$90.7K - $116K
|
2.38K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
124+ 2.43% |
$90K - $115K
|
5.23K
$4.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
124+ 5.21% |
$90K - $115K
|
2.5K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
122+ 2.49% |
$88.5K - $113K
|
5.03K
$4.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
121+ 10.39% |
$87.8K - $112K
|
1.29K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
121+ 4.75% |
$87.8K - $112K
|
2.67K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
118+ 18.85% |
$85.6K - $110K
|
744
$611K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
116+ 14.5% |
$84.2K - $108K
|
916
$752K
|
|
|
May 07, 2025
Q1 2025
|
Nkcfo LLC
|
BUY
|
- |
115New |
$83.5K - $107K
|
115
$94.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
114+ 16.31% |
$82.7K - $106K
|
813
$668K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
114+ 5.65% |
$82.7K - $106K
|
2.13K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 3.73% |
$82K - $105K
|
3.15K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
113+ 1.1% |
$82K - $105K
|
10.4K
$8.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
113+ 15.42% |
$82K - $105K
|
846
$695K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 33.23% |
$80.6K - $103K
|
445
$366K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
110+ 33.74% |
$79.8K - $102K
|
436
$358K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
110+ 24.61% |
$79.8K - $102K
|
557
$458K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
109+ 14.29% |
$79.1K - $101K
|
872
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
109+ 22.47% |
$79.1K - $101K
|
594
$488K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 1.23% |
$79.1K - $101K
|
8.97K
$7.36M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
106+ 27.82% |
$76.9K - $98.6K
|
487
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
104+ 4.06% |
$75.5K - $96.7K
|
2.67K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
104+ 0.98% |
$75.5K - $96.7K
|
10.7K
$8.79M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
104+ 0.19% |
$75.5K - $96.7K
|
56.1K
$46.1M
|