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 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
66New |
$47.9K - $61.4K
|
66
$54.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
65+ 5.06% |
$47.2K - $60.4K
|
1.35K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
64+ 2.19% |
$46.4K - $59.5K
|
2.99K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
63+ 7.04% |
$45.7K - $58.6K
|
958
$787K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
62+ 5.84% |
$45K - $57.6K
|
1.12K
$922K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
62+ 5.58% |
$45K - $57.6K
|
1.17K
$964K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
62+ 12.78% |
$45K - $57.6K
|
547
$449K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
61+ 3.5% |
$44.3K - $56.7K
|
1.8K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
61+ 7.13% |
$44.3K - $56.7K
|
916
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.18% |
$44.3K - $56.7K
|
33.3K
$27.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
60+ 0.4% |
$43.5K - $55.8K
|
15.1K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 1.25% |
$43.5K - $55.8K
|
4.87K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
60+ 1.12% |
$43.5K - $55.8K
|
5.44K
$4.46M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
60+ 22.22% |
$43.5K - $55.8K
|
330
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
59+ 3.71% |
$42.8K - $54.9K
|
1.65K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
59+ 5.13% |
$42.8K - $54.9K
|
1.21K
$992K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
59+ 15.21% |
$42.8K - $54.9K
|
447
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
58+ 5.58% |
$42.1K - $53.9K
|
1.1K
$901K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.53% |
$41.4K - $53K
|
10.8K
$8.86M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
57+ 0.11% |
$41.4K - $53K
|
53.4K
$43.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
56+ 6.83% |
$40.6K - $52.1K
|
876
$720K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
56+ 12.33% |
$40.6K - $52.1K
|
510
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 0.31% |
$40.6K - $52.1K
|
17.9K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55+ 3.41% |
$39.9K - $51.1K
|
1.67K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
55+ 6.42% |
$39.9K - $51.1K
|
912
$749K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
55+ 25.94% |
$39.9K - $51.1K
|
267
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
55+ 3.47% |
$39.9K - $51.1K
|
1.64K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
55+ 2.11% |
$39.9K - $51.1K
|
2.66K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
55+ 4.76% |
$39.9K - $51.1K
|
1.21K
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
55+ 16.87% |
$39.9K - $51.1K
|
381
$313K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
55+ 45.83% |
$39.9K - $51.1K
|
175
$144K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
54+ 6.44% |
$39.2K - $50.2K
|
893
$734K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
54+ 0.42% |
$39.2K - $50.2K
|
12.8K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
54+ 1.15% |
$39.2K - $50.2K
|
4.74K
$3.9M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 12.5% |
$39.2K - $50.2K
|
486
$399K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
54+ 4.13% |
$39.2K - $50.2K
|
1.36K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
53+ 8.51% |
$38.5K - $49.3K
|
676
$555K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
53+ 4.47% |
$38.5K - $49.3K
|
1.24K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
53+ 7.6% |
$38.5K - $49.3K
|
750
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
53+ 7.43% |
$38.5K - $49.3K
|
766
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
53+ 6.68% |
$38.5K - $49.3K
|
846
$695K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
53+ 2.4% |
$38.5K - $49.3K
|
2.26K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
52+ 0.36% |
$37.7K - $48.3K
|
14.5K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
52+ 9.52% |
$37.7K - $48.3K
|
598
$491K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
52+ 1.74% |
$37.7K - $48.3K
|
3.04K
$2.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
51+ 1.31% |
$37K - $47.4K
|
3.93K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
51+ 3.37% |
$37K - $47.4K
|
1.56K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
51+ 6.44% |
$37K - $47.4K
|
843
$692K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 3.27% |
$36.3K - $46.5K
|
1.58K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50+ 1.91% |
$36.3K - $46.5K
|
2.67K
$2.19M
|