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 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
531+ 9.62% |
$385K - $494K
|
6.05K
$4.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
530+ 14.93% |
$385K - $493K
|
4.08K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
528+ 6.39% |
$383K - $491K
|
8.8K
$6.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
527+ 23.07% |
$382K - $490K
|
2.81K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
527+ 16.03% |
$382K - $490K
|
3.81K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
525New |
$381K - $488K
|
525
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
523+ 114.69% |
$380K - $486K
|
979
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
521+ 8.61% |
$378K - $484K
|
6.57K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
520+ 4.24% |
$377K - $483K
|
12.8K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
519+ 3.67% |
$377K - $483K
|
14.7K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
515+ 8.56% |
$374K - $479K
|
6.53K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
515New |
$374K - $479K
|
515
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
514New |
$373K - $478K
|
514
$404K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
514+ 5.78% |
$373K - $478K
|
9.41K
$7.4M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
513+ 14.94% |
$372K - $477K
|
3.95K
$3.11M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
511+ 5.75% |
$371K - $475K
|
9.4K
$7.4M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
509+ 5.45% |
$369K - $473K
|
9.85K
$7.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
504+ 100.2% |
$366K - $469K
|
1.01K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
501+ 4.01% |
$364K - $466K
|
13K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
500+ 2.15% |
$363K - $465K
|
23.8K
$18.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
497+ 5.68% |
$361K - $462K
|
9.25K
$7.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
497New |
$361K - $462K
|
497
$391K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
495+ 4.12% |
$359K - $460K
|
12.5K
$9.84M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
494+ 13.31% |
$359K - $459K
|
4.21K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
492New |
$357K - $457K
|
492
$387K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
490+ 17.94% |
$356K - $456K
|
3.22K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
485+ 112.53% |
$352K - $451K
|
916
$721K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
484+ 8.81% |
$351K - $450K
|
5.98K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
483+ 10.12% |
$351K - $449K
|
5.26K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
483+ 24.48% |
$351K - $449K
|
2.46K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
482+ 66.85% |
$350K - $448K
|
1.2K
$947K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
478+ 40.3% |
$347K - $444K
|
1.66K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
478+ 1.39% |
$347K - $444K
|
34.8K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
478+ 32.41% |
$347K - $444K
|
1.95K
$1.54M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
477+ 37.86% |
$346K - $443K
|
1.74K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
477+ 1.78% |
$346K - $443K
|
27.3K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
476+ 25.62% |
$345K - $443K
|
2.33K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
474New |
$344K - $441K
|
474
$373K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
473New |
$343K - $440K
|
473
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
472+ 0.87% |
$343K - $439K
|
54.7K
$43M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
472+ 18.5% |
$343K - $439K
|
3.02K
$2.38M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
472+ 32.37% |
$343K - $439K
|
1.93K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
470New |
$341K - $437K
|
470
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
469+ 120.26% |
$340K - $436K
|
859
$676K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
468+ 12.89% |
$340K - $435K
|
4.1K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
468+ 15.55% |
$340K - $435K
|
3.48K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
467+ 1.03% |
$339K - $434K
|
45.8K
$36.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
466+ 13.68% |
$338K - $433K
|
3.87K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
461New |
$335K - $429K
|
461
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
460New |
$334K - $428K
|
460
$362K
|