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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.5K+ 26.29% |
$8.35M - $10.7M
|
55.3K
$45.4M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.5K+ 170.68% |
$8.35M - $10.7M
|
18.2K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.5K+ 17.21% |
$8.33M - $10.7M
|
78.2K
$64.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10.7K+ 1164.92% |
$7.74M - $9.91M
|
11.6K
$9.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10.4K+ 1127.14% |
$7.57M - $9.69M
|
11.4K
$9.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.1K+ 5.93% |
$7.36M - $9.42M
|
181K
$149M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.96K+ 90.98% |
$6.5M - $8.33M
|
18.8K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
8.87K+ 57.33% |
$6.44M - $8.25M
|
24.3K
$20M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
8.72KNew |
$6.33M - $8.11M
|
8.72K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8.48K+ 56.7% |
$6.15M - $7.88M
|
23.4K
$19.2M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
8.25K+ 34.46% |
$5.99M - $7.67M
|
32.2K
$26.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.09K+ 49.56% |
$5.87M - $7.52M
|
24.4K
$20M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
7.67KNew |
$5.57M - $7.13M
|
7.67K
$6.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
7.4K+ 10.55% |
$5.37M - $6.88M
|
77.6K
$63.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.37K+ 6.2% |
$5.35M - $6.86M
|
126K
$104M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.29K+ 145880.0% |
$5.29M - $6.78M
|
7.3K
$6M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
7.13K+ 91.72% |
$5.18M - $6.63M
|
14.9K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
7KNew |
$5.08M - $6.5M
|
7K
$5.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.93K+ 0.47% |
$5.03M - $6.44M
|
1.5M
$1.23B
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.79KNew |
$4.93M - $6.31M
|
6.79K
$5.58M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.62K+ 6.32% |
$4.8M - $6.15M
|
111K
$91.4M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
6.48K+ 325.51% |
$4.7M - $6.03M
|
8.47K
$6.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.36K+ 1.17% |
$4.62M - $5.92M
|
550K
$452M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.3K+ 7.69% |
$4.57M - $5.86M
|
88.3K
$72.5M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
6.22K+ 78.44% |
$4.51M - $5.78M
|
14.1K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.05K+ 16.3% |
$4.39M - $5.63M
|
43.2K
$35.5M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.85K+ 30.74% |
$4.25M - $5.44M
|
24.9K
$20.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.71K+ 706.94% |
$4.14M - $5.3M
|
6.51K
$5.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
5.69KNew |
$4.13M - $5.29M
|
5.69K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.63K+ 22.44% |
$4.09M - $5.24M
|
30.7K
$25.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.63K+ 117.34% |
$4.09M - $5.23M
|
10.4K
$8.57M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.6K+ 8.77% |
$4.06M - $5.21M
|
69.4K
$57M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5.51K+ 1.24% |
$4M - $5.12M
|
451K
$371M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
5.23K+ 10.86% |
$3.79M - $4.86M
|
53.3K
$43.8M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5.22K+ 16.38% |
$3.79M - $4.85M
|
37.1K
$30.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.22K+ 1.42% |
$3.79M - $4.85M
|
372K
$306M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.1K+ 1.77% |
$3.7M - $4.74M
|
294K
$242M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.98K+ 9.72% |
$3.62M - $4.63M
|
56.3K
$46.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.98K+ 8.46% |
$3.61M - $4.63M
|
63.8K
$52.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.92K+ 5.19% |
$3.57M - $4.57M
|
99.6K
$81.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.75K+ 23.12% |
$3.45M - $4.42M
|
25.3K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.73KNew |
$3.43M - $4.4M
|
4.73K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.72K+ 11.99% |
$3.42M - $4.39M
|
44.1K
$36.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4.67K+ 2.51% |
$3.39M - $4.34M
|
191K
$157M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
4.63KNew |
$3.36M - $4.3M
|
4.63K
$3.8M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.6K+ 1.96% |
$3.34M - $4.28M
|
240K
$197M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 22.76% |
$3.18M - $4.08M
|
23.7K
$19.4M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.17K+ 41.99% |
$3.02M - $3.88M
|
14.1K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.12K+ 31.52% |
$2.99M - $3.83M
|
17.2K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.03K+ 2.53% |
$2.93M - $3.75M
|
163K
$134M
|