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 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
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
37+ 8.75% |
$26.9K - $34.4K
|
460
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
37+ 4.58% |
$26.9K - $34.4K
|
845
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
37+ 8.11% |
$26.9K - $34.4K
|
493
$405K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
37+ 4.66% |
$26.9K - $34.4K
|
831
$683K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 2.35% |
$26.9K - $34.4K
|
1.61K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
37+ 3.39% |
$26.9K - $34.4K
|
1.13K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
36+ 5.0% |
$26.1K - $33.5K
|
756
$621K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
36+ 6.41% |
$26.1K - $33.5K
|
598
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
36+ 0.69% |
$26.1K - $33.5K
|
5.26K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
36+ 11.84% |
$26.1K - $33.5K
|
340
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
36+ 11.21% |
$26.1K - $33.5K
|
357
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.98% |
$25.4K - $32.5K
|
1.8K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
35+ 3.34% |
$25.4K - $32.5K
|
1.08K
$890K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
35+ 1.36% |
$25.4K - $32.5K
|
2.61K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
35+ 0.67% |
$25.4K - $32.5K
|
5.29K
$4.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 0.66% |
$25.4K - $32.5K
|
5.3K
$4.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
35+ 1.12% |
$25.4K - $32.5K
|
3.17K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
35+ 2.23% |
$25.4K - $32.5K
|
1.6K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
35+ 13.36% |
$25.4K - $32.5K
|
297
$244K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
35+ 12.15% |
$25.4K - $32.5K
|
323
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
34+ 11.53% |
$24.7K - $31.6K
|
329
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
34+ 3.16% |
$24.7K - $31.6K
|
1.11K
$911K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 11.85% |
$24.7K - $31.6K
|
321
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
33+ 8.71% |
$23.9K - $30.7K
|
412
$338K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33+ 100.0% |
$23.9K - $30.7K
|
66
$54.2K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
33+ 10.96% |
$23.9K - $30.7K
|
334
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 11.51% |
$23.2K - $29.8K
|
310
$255K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
32+ 1.61% |
$23.2K - $29.8K
|
2.02K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
32+ 7.49% |
$23.2K - $29.8K
|
459
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
32+ 0.11% |
$23.2K - $29.8K
|
29.3K
$24M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
32+ 4.18% |
$23.2K - $29.8K
|
798
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 19.5% |
$22.5K - $28.8K
|
190
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
BUY
|
- |
31+ 1.38% |
$22.5K - $28.8K
|
2.27K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
31+ 0.24% |
$22.5K - $28.8K
|
12.7K
$10.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
30+ 11.32% |
$21.8K - $27.9K
|
295
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
30+ 2.31% |
$21.8K - $27.9K
|
1.33K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
30+ 1.92% |
$21.8K - $27.9K
|
1.6K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
30+ 2.15% |
$21.8K - $27.9K
|
1.42K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
30+ 6.68% |
$21.8K - $27.9K
|
479
$393K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
30+ 0.75% |
$21.8K - $27.9K
|
4.04K
$3.32M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
29+ 10.74% |
$21K - $27K
|
299
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
29+ 1.98% |
$21K - $27K
|
1.49K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
29+ 1.81% |
$21K - $27K
|
1.63K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
28+ 0.16% |
$20.3K - $26K
|
17.7K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
28+ 4.1% |
$20.3K - $26K
|
711
$584K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 1.52% |
$20.3K - $26K
|
1.88K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
28+ 2.39% |
$20.3K - $26K
|
1.2K
$987K
|