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 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28+ 7.16% |
$20.3K - $26K
|
419
$344K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
28+ 1.33% |
$20.3K - $26K
|
2.13K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
28+ 7.49% |
$20.3K - $26K
|
402
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 1.65% |
$19.6K - $25.1K
|
1.67K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
27+ 180.0% |
$19.6K - $25.1K
|
42
$34.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
27+ 3.15% |
$19.6K - $25.1K
|
885
$727K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
27+ 1.95% |
$19.6K - $25.1K
|
1.41K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
27+ 2.75% |
$19.6K - $25.1K
|
1.01K
$830K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
26+ 6.58% |
$18.9K - $24.2K
|
421
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 4.65% |
$18.9K - $24.2K
|
585
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.31% |
$18.9K - $24.2K
|
8.33K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26+ 19.26% |
$18.9K - $24.2K
|
161
$132K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 3.72% |
$18.9K - $24.2K
|
724
$595K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.74% |
$18.9K - $24.2K
|
1.52K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
26+ 3.68% |
$18.9K - $24.2K
|
732
$601K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 5.75% |
$18.1K - $23.2K
|
460
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25+ 3.97% |
$18.1K - $23.2K
|
655
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
25+ 6.39% |
$18.1K - $23.2K
|
416
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
25+ 9.26% |
$18.1K - $23.2K
|
295
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 2.87% |
$18.1K - $23.2K
|
895
$735K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
25+ 5.54% |
$18.1K - $23.2K
|
476
$391K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
25+ 7.0% |
$18.1K - $23.2K
|
382
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
24+ 7.06% |
$17.4K - $22.3K
|
364
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
24+ 8.33% |
$17.4K - $22.3K
|
312
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
24+ 1.99% |
$17.4K - $22.3K
|
1.23K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24+ 53.33% |
$17.4K - $22.3K
|
69
$56.7K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
24+ 1.04% |
$17.4K - $22.3K
|
2.32K
$1.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
23+ 5.4% |
$16.7K - $21.4K
|
449
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23+ 1.42% |
$16.7K - $21.4K
|
1.65K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
23+ 5.28% |
$16.7K - $21.4K
|
459
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
23+ 2.8% |
$16.7K - $21.4K
|
843
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23+ 0.54% |
$16.7K - $21.4K
|
4.28K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 0.2% |
$16.7K - $21.4K
|
11.5K
$9.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
23+ 0.45% |
$16.7K - $21.4K
|
5.12K
$4.21M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
23+ 7.32% |
$16.7K - $21.4K
|
337
$277K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23+ 0.56% |
$16.7K - $21.4K
|
4.12K
$3.39M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.66% |
$16K - $20.5K
|
3.38K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
22+ 7.48% |
$16K - $20.5K
|
316
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 4.09% |
$16K - $20.5K
|
560
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
22+ 4.58% |
$16K - $20.5K
|
502
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22+ 11.34% |
$16K - $20.5K
|
216
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
22+ 1.61% |
$16K - $20.5K
|
1.39K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
22+ 0.33% |
$16K - $20.5K
|
6.64K
$5.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
22+ 3.13% |
$16K - $20.5K
|
726
$596K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
22+ 0.17% |
$16K - $20.5K
|
13.1K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
22+ 6.29% |
$16K - $20.5K
|
372
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.22% |
$15.2K - $19.5K
|
9.66K
$7.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
21+ 2.08% |
$15.2K - $19.5K
|
1.03K
$849K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 6.89% |
$15.2K - $19.5K
|
326
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
21+ 2.07% |
$15.2K - $19.5K
|
1.04K
$850K
|