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
|
West End Advisors, LLC
|
BUY
|
- |
21+ 210.0% |
$15.2K - $19.5K
|
31
$25.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21New |
$15.2K - $19.5K
|
21
$17.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
21+ 8.08% |
$15.2K - $19.5K
|
281
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
21+ 3.4% |
$15.2K - $19.5K
|
638
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
21+ 1.35% |
$15.2K - $19.5K
|
1.58K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21+ 6.65% |
$15.2K - $19.5K
|
337
$277K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
21+ 6.86% |
$15.2K - $19.5K
|
327
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.31% |
$14.5K - $18.6K
|
1.55K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
20+ 0.2% |
$14.5K - $18.6K
|
10.2K
$8.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 2.22% |
$14.5K - $18.6K
|
919
$755K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 1.13% |
$14.5K - $18.6K
|
1.79K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
20+ 4.48% |
$14.5K - $18.6K
|
466
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 0.51% |
$14.5K - $18.6K
|
3.91K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
20+ 6.12% |
$14.5K - $18.6K
|
347
$285K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
20+ 2.29% |
$14.5K - $18.6K
|
892
$733K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20+ 3.18% |
$14.5K - $18.6K
|
649
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
19+ 1.67% |
$13.8K - $17.7K
|
1.16K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19+ 6.35% |
$13.8K - $17.7K
|
318
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
19+ 0.08% |
$13.8K - $17.7K
|
24K
$19.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19+ 0.03% |
$13.8K - $17.7K
|
63.5K
$52.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
19+ 4.29% |
$13.8K - $17.7K
|
462
$380K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
19+ 4.45% |
$13.8K - $17.7K
|
446
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
18+ 4.21% |
$13.1K - $16.7K
|
446
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 0.77% |
$13.1K - $16.7K
|
2.37K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
18New |
$13.1K - $16.7K
|
18
$14.8K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18+ 0.34% |
$13.1K - $16.7K
|
5.36K
$4.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
17+ 1.61% |
$12.3K - $15.8K
|
1.07K
$879K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17+ 2.66% |
$12.3K - $15.8K
|
656
$539K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
17+ 1.1% |
$12.3K - $15.8K
|
1.56K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17+ 3.59% |
$12.3K - $15.8K
|
490
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
17+ 3.66% |
$12.3K - $15.8K
|
481
$395K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$12.3K - $15.8K
|
13.4K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 14.41% |
$12.3K - $15.8K
|
135
$111K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17+ 1.33% |
$12.3K - $15.8K
|
1.3K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 3.75% |
$12.3K - $15.8K
|
470
$386K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 6.32% |
$12.3K - $15.8K
|
286
$235K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 3.51% |
$12.3K - $15.8K
|
502
$412K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 1.13% |
$11.6K - $14.9K
|
1.43K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16+ 5.11% |
$11.6K - $14.9K
|
329
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
16+ 2.11% |
$11.6K - $14.9K
|
775
$637K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16+ 0.13% |
$11.6K - $14.9K
|
12.4K
$10.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
16+ 3.18% |
$11.6K - $14.9K
|
519
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
16+ 1.86% |
$11.6K - $14.9K
|
877
$720K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 0.35% |
$11.6K - $14.9K
|
4.59K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 4.32% |
$11.6K - $14.9K
|
386
$317K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
16+ 0.5% |
$11.6K - $14.9K
|
3.21K
$2.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 0.96% |
$10.9K - $13.9K
|
1.58K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
15+ 0.79% |
$10.9K - $13.9K
|
1.92K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15+ 1.49% |
$10.9K - $13.9K
|
1.03K
$842K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
15+ 1.42% |
$10.9K - $13.9K
|
1.07K
$881K
|