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 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
303+ 1.23% |
$220K - $282K
|
24.8K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
302+ 1.11% |
$219K - $281K
|
27.5K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
302+ 46.53% |
$219K - $281K
|
951
$748K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
301+ 113.16% |
$218K - $280K
|
567
$446K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
301+ 39.14% |
$218K - $280K
|
1.07K
$842K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
300New |
$218K - $279K
|
300
$236K
|
|
|
May 12, 2025
Q1 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
300New |
$218K - $279K
|
300
$236K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
299+ 2.3% |
$217K - $278K
|
13.3K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
298+ 80.11% |
$216K - $277K
|
670
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
297+ 3.97% |
$216K - $276K
|
7.77K
$6.12M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
296+ 13.93% |
$215K - $275K
|
2.42K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
295+ 7.32% |
$214K - $274K
|
4.33K
$3.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
293+ 7.43% |
$213K - $272K
|
4.24K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
293New |
$213K - $272K
|
293
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
292New |
$212K - $271K
|
292
$230K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
289+ 2.32% |
$210K - $269K
|
12.8K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
289+ 18.74% |
$210K - $269K
|
1.83K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
289+ 6.38% |
$210K - $269K
|
4.82K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
289+ 0.65% |
$210K - $269K
|
45.1K
$35.5M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
289New |
$210K - $269K
|
289
$227K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
288New |
$209K - $268K
|
288
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
287New |
$208K - $267K
|
287
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
287+ 5.74% |
$208K - $267K
|
5.28K
$4.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
286New |
$208K - $266K
|
286
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
286+ 3.27% |
$208K - $266K
|
9.04K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
285+ 1096.15% |
$207K - $265K
|
311
$245K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
285New |
$207K - $265K
|
285
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
284+ 7.17% |
$206K - $264K
|
4.25K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
284+ 36.98% |
$206K - $264K
|
1.05K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
284+ 40.57% |
$206K - $264K
|
984
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
283+ 11.1% |
$205K - $263K
|
2.83K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
283New |
$205K - $263K
|
283
$223K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
281+ 2.62% |
$204K - $261K
|
11K
$8.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
280New |
$203K - $260K
|
280
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
280New |
$203K - $260K
|
280
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
280New |
$203K - $260K
|
280
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
280New |
$203K - $260K
|
280
$220K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
280New |
$203K - $260K
|
280
$220K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
280New |
$203K - $260K
|
280
$220K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
279+ 34.88% |
$202K - $259K
|
1.08K
$849K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
279+ 45.51% |
$202K - $259K
|
892
$702K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
278+ 1.34% |
$202K - $258K
|
21.1K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
278+ 10.71% |
$202K - $258K
|
2.87K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
277+ 1.19% |
$201K - $258K
|
23.5K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
277+ 20.94% |
$201K - $258K
|
1.6K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
276+ 10.89% |
$200K - $257K
|
2.81K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
276New |
$200K - $257K
|
276
$217K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
276New |
$200K - $257K
|
276
$217K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
275+ 44.35% |
$200K - $256K
|
895
$704K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
275+ 71.43% |
$200K - $256K
|
660
$519K
|