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 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
777+ 454.39% |
$564K - $722K
|
948
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
776+ 10.81% |
$563K - $721K
|
7.96K
$6.26M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
776+ 97.24% |
$563K - $721K
|
1.57K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
774+ 6.65% |
$562K - $720K
|
12.4K
$9.77M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
773+ 82.5% |
$561K - $719K
|
1.71K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
762+ 11.17% |
$553K - $708K
|
7.58K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
752+ 65.68% |
$546K - $699K
|
1.9K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
750New |
$544K - $697K
|
750
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
741+ 37.73% |
$538K - $689K
|
2.71K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
741New |
$538K - $689K
|
741
$583K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
738+ 203.31% |
$536K - $686K
|
1.1K
$866K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
737+ 2.81% |
$535K - $685K
|
27K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
731+ 0.72% |
$531K - $680K
|
103K
$80.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
731+ 0.66% |
$531K - $680K
|
112K
$88.4M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
728+ 6.29% |
$528K - $677K
|
12.3K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
725New |
$526K - $674K
|
725
$571K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
719+ 99.31% |
$522K - $668K
|
1.44K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
719+ 6.62% |
$522K - $668K
|
11.6K
$9.11M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
718+ 2.23% |
$521K - $668K
|
32.9K
$25.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
712+ 3.19% |
$517K - $662K
|
23K
$18.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
710+ 6.1% |
$515K - $660K
|
12.3K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
708+ 73.22% |
$514K - $658K
|
1.68K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
707New |
$513K - $657K
|
707
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
705New |
$512K - $655K
|
705
$555K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
705+ 8.75% |
$512K - $655K
|
8.76K
$6.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
703+ 4.06% |
$510K - $654K
|
18K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Sandler Capital Management
New York, NY |
BUY
|
- |
700+ 9.26% |
$508K - $651K
|
8.26K
$6.5M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
697+ 3.88% |
$506K - $648K
|
18.7K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
693+ 4.02% |
$503K - $644K
|
18K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
690New |
$501K - $642K
|
690
$543K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
689+ 12.15% |
$500K - $641K
|
6.36K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
685New |
$497K - $637K
|
685
$539K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
683+ 91.8% |
$496K - $635K
|
1.43K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
680+ 57.34% |
$493K - $632K
|
1.87K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
676+ 16.52% |
$491K - $628K
|
4.77K
$3.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
674+ 0.93% |
$489K - $627K
|
73.4K
$57.7M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
672+ 3.14% |
$488K - $625K
|
22.1K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
664+ 0.47% |
$482K - $617K
|
141K
$111M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
657+ 4.35% |
$477K - $611K
|
15.8K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
649+ 184.9% |
$471K - $603K
|
1K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
649+ 138.38% |
$471K - $603K
|
1.12K
$880K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
647+ 223.1% |
$470K - $602K
|
937
$737K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
646+ 3.96% |
$469K - $601K
|
16.9K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
645+ 15.73% |
$468K - $600K
|
4.75K
$3.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
644+ 26.24% |
$467K - $599K
|
3.1K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
644+ 3.96% |
$467K - $599K
|
16.9K
$13.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
641+ 6.67% |
$465K - $596K
|
10.3K
$8.07M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
641+ 20.77% |
$465K - $596K
|
3.73K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
640+ 3.1% |
$464K - $595K
|
21.3K
$16.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
637+ 8.29% |
$462K - $592K
|
8.32K
$6.54M
|