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
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49+ 1.7% |
$35.6K - $45.6K
|
2.93K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
49+ 11.98% |
$35.6K - $45.6K
|
458
$376K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
49+ 3.86% |
$35.6K - $45.6K
|
1.32K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
48+ 12.7% |
$34.8K - $44.6K
|
426
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
48+ 1.54% |
$34.8K - $44.6K
|
3.16K
$2.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
48+ 15.43% |
$34.8K - $44.6K
|
359
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$34.8K - $44.6K
|
48
$39.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46+ 5.88% |
$33.4K - $42.8K
|
828
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
46+ 8.21% |
$33.4K - $42.8K
|
606
$498K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
46+ 4.98% |
$33.4K - $42.8K
|
970
$797K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
45+ 13.93% |
$32.7K - $41.8K
|
368
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
45+ 1.72% |
$32.7K - $41.8K
|
2.66K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
45+ 6.16% |
$32.7K - $41.8K
|
776
$637K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
45+ 3.91% |
$32.7K - $41.8K
|
1.2K
$982K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 1.78% |
$32.7K - $41.8K
|
2.58K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
44+ 4.62% |
$31.9K - $40.9K
|
997
$819K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 10.33% |
$31.9K - $40.9K
|
470
$386K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
44+ 1.21% |
$31.9K - $40.9K
|
3.67K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
44+ 1.36% |
$31.9K - $40.9K
|
3.29K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
44+ 13.25% |
$31.9K - $40.9K
|
376
$309K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
44+ 8.37% |
$31.9K - $40.9K
|
570
$468K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
43+ 6.28% |
$31.2K - $40K
|
728
$598K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
43+ 7.57% |
$31.2K - $40K
|
611
$502K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
42+ 3.46% |
$30.5K - $39K
|
1.26K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
42+ 1.44% |
$30.5K - $39K
|
2.96K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
42+ 28.57% |
$30.5K - $39K
|
189
$155K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
42+ 1.44% |
$30.5K - $39K
|
2.96K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
41+ 0.91% |
$29.8K - $38.1K
|
4.55K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
41+ 2.17% |
$29.8K - $38.1K
|
1.93K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
41+ 1.61% |
$29.8K - $38.1K
|
2.59K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
41+ 8.49% |
$29.8K - $38.1K
|
524
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
40+ 1.74% |
$29K - $37.2K
|
2.34K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
40+ 1.23% |
$29K - $37.2K
|
3.28K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
40+ 7.78% |
$29K - $37.2K
|
554
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
40+ 0.42% |
$29K - $37.2K
|
9.65K
$7.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40+ 3.38% |
$29K - $37.2K
|
1.22K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
40+ 0.47% |
$29K - $37.2K
|
8.51K
$6.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
40+ 0.31% |
$29K - $37.2K
|
13K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
40+ 6.23% |
$29K - $37.2K
|
682
$560K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
40+ 1.07% |
$29K - $37.2K
|
3.77K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 16.95% |
$29K - $37.2K
|
276
$227K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
40+ 2.29% |
$29K - $37.2K
|
1.78K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39+ 4.34% |
$28.3K - $36.3K
|
938
$771K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
39+ 0.52% |
$28.3K - $36.3K
|
7.56K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
38+ 12.58% |
$27.6K - $35.3K
|
340
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 1.53% |
$27.6K - $35.3K
|
2.52K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
38+ 6.06% |
$27.6K - $35.3K
|
665
$546K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
38+ 1.93% |
$27.6K - $35.3K
|
2.01K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
38+ 2.26% |
$27.6K - $35.3K
|
1.72K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
38+ 14.02% |
$27.6K - $35.3K
|
309
$254K
|