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 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
248+ 0.1% |
$180K - $231K
|
240K
$189M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
248New |
$180K - $231K
|
248
$195K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
247New |
$179K - $230K
|
247
$194K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
247+ 7.6% |
$179K - $230K
|
3.5K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
247New |
$179K - $230K
|
247
$194K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
246New |
$179K - $229K
|
246
$194K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
246New |
$179K - $229K
|
246
$194K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
245New |
$178K - $228K
|
245
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
245+ 53.38% |
$178K - $228K
|
704
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
245+ 23.72% |
$178K - $228K
|
1.28K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
245+ 7.95% |
$178K - $228K
|
3.33K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
245New |
$178K - $228K
|
245
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
244+ 28.27% |
$177K - $227K
|
1.11K
$871K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
244New |
$177K - $227K
|
244
$192K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
244+ 11.46% |
$177K - $227K
|
2.37K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
244New |
$177K - $227K
|
244
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
243New |
$176K - $226K
|
243
$191K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
243New |
$176K - $226K
|
243
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
243+ 4.94% |
$176K - $226K
|
5.17K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
241+ 2.24% |
$175K - $224K
|
11K
$8.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
240+ 6.18% |
$174K - $223K
|
4.12K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
240+ 1.72% |
$174K - $223K
|
14.2K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
237+ 1.76% |
$172K - $220K
|
13.7K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
237+ 0.29% |
$172K - $220K
|
81.1K
$63.8M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
237+ 9.53% |
$172K - $220K
|
2.72K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
237+ 1.88% |
$172K - $220K
|
12.8K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
235+ 63.86% |
$171K - $218K
|
603
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
234+ 15.85% |
$170K - $218K
|
1.71K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
234+ 10.11% |
$170K - $218K
|
2.55K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
233+ 3.68% |
$169K - $217K
|
6.56K
$5.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
232+ 3.31% |
$168K - $216K
|
7.25K
$5.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
231+ 4.93% |
$168K - $215K
|
4.92K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
231+ 3.6% |
$168K - $215K
|
6.65K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
230+ 23.37% |
$167K - $214K
|
1.21K
$955K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
230+ 9.43% |
$167K - $214K
|
2.67K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
230New |
$167K - $214K
|
230
$181K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
230+ 8.76% |
$167K - $214K
|
2.86K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
229+ 16.9% |
$166K - $213K
|
1.58K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
228+ 9.01% |
$165K - $212K
|
2.76K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
228+ 6.25% |
$165K - $212K
|
3.87K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
227+ 10.38% |
$165K - $211K
|
2.41K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
227+ 3.1% |
$165K - $211K
|
7.56K
$5.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
224+ 18.35% |
$163K - $208K
|
1.45K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
224+ 15.33% |
$163K - $208K
|
1.69K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
224+ 11.31% |
$163K - $208K
|
2.2K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
223+ 20.14% |
$162K - $207K
|
1.33K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
222+ 9.02% |
$161K - $206K
|
2.68K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
222+ 2.51% |
$161K - $206K
|
9.06K
$7.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
221+ 11.96% |
$160K - $205K
|
2.07K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
220+ 36.42% |
$160K - $205K
|
824
$648K
|