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 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
459+ 12.11% |
$333K - $427K
|
4.25K
$3.34M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
456+ 0.81% |
$331K - $424K
|
56.7K
$44.6M
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
456+ 2.5% |
$331K - $424K
|
18.7K
$14.7M
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
453+ 107.86% |
$329K - $421K
|
873
$687K
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
452New |
$328K - $420K
|
452
$356K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
451+ 2.72% |
$327K - $419K
|
17K
$13.4M
|
|
May 14, 2025
Q1 2025
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
450+ 1.38% |
$327K - $418K
|
33.1K
$26M
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
448New |
$325K - $417K
|
448
$353K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
441+ 141.35% |
$320K - $410K
|
753
$593K
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
440New |
$319K - $409K
|
440
$346K
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
440New |
$319K - $409K
|
440
$346K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
436+ 351.61% |
$316K - $405K
|
560
$441K
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
435+ 5.3% |
$316K - $404K
|
8.65K
$6.81M
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
435+ 12.83% |
$316K - $404K
|
3.83K
$3.01M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
433+ 88.37% |
$314K - $403K
|
923
$726K
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
430New |
$312K - $400K
|
430
$338K
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
430New |
$312K - $400K
|
430
$338K
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
430+ 12.44% |
$312K - $400K
|
3.89K
$3.06M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
429+ 1.79% |
$311K - $399K
|
24.4K
$19.2M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
426+ 5.72% |
$309K - $396K
|
7.88K
$6.2M
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
426+ 10.62% |
$309K - $396K
|
4.44K
$3.49M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
423+ 24.82% |
$307K - $393K
|
2.13K
$1.67M
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
421+ 1.43% |
$306K - $391K
|
29.8K
$23.5M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
421+ 85.4% |
$306K - $391K
|
914
$719K
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
421+ 1.87% |
$306K - $391K
|
22.9K
$18M
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
420+ 22.2% |
$305K - $390K
|
2.31K
$1.82M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
419New |
$304K - $390K
|
419
$330K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
418+ 26.73% |
$303K - $389K
|
1.98K
$1.56M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
416+ 100.48% |
$302K - $387K
|
830
$653K
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
415+ 134.3% |
$301K - $386K
|
724
$570K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
409+ 3.04% |
$297K - $380K
|
13.9K
$10.9M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
409+ 10.71% |
$297K - $380K
|
4.23K
$3.33M
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
407New |
$295K - $378K
|
407
$320K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
405+ 1.42% |
$294K - $377K
|
29K
$22.8M
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
405+ 4.01% |
$294K - $377K
|
10.5K
$8.28M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
404+ 21.63% |
$293K - $376K
|
2.27K
$1.79M
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
401New |
$291K - $373K
|
401
$316K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
400New |
$290K - $372K
|
400
$315K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
400New |
$290K - $372K
|
400
$315K
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
399New |
$290K - $371K
|
399
$314K
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
399+ 32.68% |
$290K - $371K
|
1.62K
$1.27M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
396+ 53.23% |
$287K - $368K
|
1.14K
$897K
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
394+ 4.3% |
$286K - $366K
|
9.57K
$7.53M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
393+ 1.44% |
$285K - $365K
|
27.7K
$21.8M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
392+ 4.1% |
$284K - $364K
|
9.96K
$7.83M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
390+ 5.98% |
$283K - $363K
|
6.92K
$5.44M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
388+ 5.98% |
$282K - $361K
|
6.88K
$5.41M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
388+ 4.46% |
$282K - $361K
|
9.09K
$7.15M
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
387New |
$281K - $360K
|
387
$305K
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
386New |
$280K - $359K
|
386
$304K
|