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
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
635+ 20.56% |
$461K - $590K
|
3.72K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
633+ 129.18% |
$459K - $589K
|
1.12K
$884K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
632+ 9.24% |
$459K - $588K
|
7.47K
$5.88M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
631+ 150.24% |
$458K - $587K
|
1.05K
$827K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
630+ 91.04% |
$457K - $586K
|
1.32K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
629+ 10.44% |
$456K - $585K
|
6.66K
$5.24M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
629+ 156.08% |
$456K - $585K
|
1.03K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
620New |
$450K - $576K
|
620
$488K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
617+ 0.65% |
$448K - $574K
|
95.4K
$75.1M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
615+ 66.99% |
$446K - $572K
|
1.53K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
611+ 11.92% |
$443K - $568K
|
5.74K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
610+ 122.49% |
$443K - $567K
|
1.11K
$872K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
603New |
$438K - $561K
|
603
$475K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
601+ 6.04% |
$436K - $559K
|
10.6K
$8.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
590New |
$428K - $549K
|
590
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
589+ 6.69% |
$427K - $548K
|
9.39K
$7.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
588+ 13.95% |
$427K - $547K
|
4.8K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
588New |
$427K - $547K
|
588
$463K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
583+ 2.4% |
$423K - $542K
|
24.9K
$19.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
581+ 0.53% |
$422K - $540K
|
111K
$87.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
580+ 82.27% |
$421K - $539K
|
1.29K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
580New |
$421K - $539K
|
580
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
578+ 17.72% |
$419K - $537K
|
3.84K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
575+ 9.14% |
$417K - $535K
|
6.87K
$5.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
574+ 35.74% |
$417K - $534K
|
2.18K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
574+ 13.67% |
$417K - $534K
|
4.77K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
572+ 14.07% |
$415K - $532K
|
4.64K
$3.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
571+ 3.73% |
$414K - $531K
|
15.9K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
570+ 18.77% |
$414K - $530K
|
3.61K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
570+ 11.5% |
$414K - $530K
|
5.53K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
569+ 19.07% |
$413K - $529K
|
3.55K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
567New |
$411K - $527K
|
567
$446K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
565+ 22.35% |
$410K - $525K
|
3.09K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
564+ 16.18% |
$409K - $524K
|
4.05K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
563New |
$409K - $523K
|
563
$443K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
559+ 6.26% |
$406K - $520K
|
9.49K
$7.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
557+ 34.0% |
$404K - $518K
|
2.2K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
556+ 26.14% |
$404K - $517K
|
2.68K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
555+ 30.88% |
$403K - $516K
|
2.35K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
554+ 4.33% |
$402K - $515K
|
13.3K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
552+ 4.85% |
$401K - $513K
|
11.9K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
552+ 4.85% |
$401K - $513K
|
11.9K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
550New |
$399K - $511K
|
550
$433K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
548New |
$398K - $509K
|
548
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
538+ 11.2% |
$390K - $500K
|
5.34K
$4.2M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
538New |
$390K - $500K
|
538
$423K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
536+ 58.58% |
$389K - $498K
|
1.45K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
533+ 5.41% |
$387K - $496K
|
10.4K
$8.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
533+ 10.41% |
$387K - $496K
|
5.65K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
532+ 17.73% |
$386K - $495K
|
3.53K
$2.78M
|