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 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
386+ 146.77% |
$280K - $359K
|
649
$511K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
385+ 68.75% |
$279K - $358K
|
945
$744K
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
383+ 14.16% |
$278K - $356K
|
3.09K
$2.43M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
381+ 44.41% |
$276K - $354K
|
1.24K
$975K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
381New |
$276K - $354K
|
381
$300K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
381New |
$276K - $354K
|
381
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
378New |
$274K - $351K
|
378
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
377+ 4.89% |
$274K - $351K
|
8.08K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
376New |
$273K - $350K
|
376
$296K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
375New |
$272K - $349K
|
375
$295K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
375New |
$272K - $349K
|
375
$295K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
374+ 13.94% |
$271K - $348K
|
3.06K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
374+ 0.4% |
$271K - $348K
|
93.7K
$73.7M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
369+ 17.04% |
$268K - $343K
|
2.53K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
369+ 7.76% |
$268K - $343K
|
5.13K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
367+ 1.45% |
$266K - $341K
|
25.7K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
365+ 46.2% |
$265K - $339K
|
1.16K
$909K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
362+ 60.33% |
$263K - $337K
|
962
$757K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
360+ 8.15% |
$261K - $335K
|
4.78K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
358+ 7.12% |
$260K - $333K
|
5.39K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
357New |
$259K - $332K
|
357
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
357+ 2.89% |
$259K - $332K
|
12.7K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
356+ 63.35% |
$258K - $331K
|
918
$722K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
355+ 53.46% |
$258K - $330K
|
1.02K
$802K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
355+ 1.16% |
$258K - $330K
|
31K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
355New |
$258K - $330K
|
355
$279K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
352New |
$255K - $327K
|
352
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
350+ 3.82% |
$254K - $325K
|
9.51K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
350+ 11.51% |
$254K - $325K
|
3.39K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
349+ 47.87% |
$253K - $324K
|
1.08K
$848K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
348+ 12.38% |
$253K - $324K
|
3.16K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
348New |
$253K - $324K
|
348
$274K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
348+ 0.07% |
$253K - $324K
|
526K
$414M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
348+ 4.24% |
$253K - $324K
|
8.55K
$6.73M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
347+ 6.66% |
$252K - $323K
|
5.56K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
347+ 7.46% |
$252K - $323K
|
5K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
346New |
$251K - $322K
|
346
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
345New |
$250K - $321K
|
345
$271K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
345+ 48.25% |
$250K - $321K
|
1.06K
$834K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
344+ 2.67% |
$250K - $320K
|
13.2K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
343New |
$249K - $319K
|
343
$270K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
342+ 31.75% |
$248K - $318K
|
1.42K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
340+ 7.32% |
$247K - $316K
|
4.99K
$3.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
340+ 118.06% |
$247K - $316K
|
628
$494K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
340+ 23.26% |
$247K - $316K
|
1.8K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
339New |
$246K - $315K
|
339
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
338+ 37.02% |
$245K - $314K
|
1.25K
$984K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
338+ 10.14% |
$245K - $314K
|
3.67K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
337+ 10.42% |
$245K - $313K
|
3.57K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
337+ 38.38% |
$245K - $313K
|
1.22K
$956K
|