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 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
15+ 3.66% |
$10.9K - $13.9K
|
425
$349K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
15+ 0.88% |
$10.9K - $13.9K
|
1.72K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
15+ 3.33% |
$10.9K - $13.9K
|
465
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.06% |
$10.9K - $13.9K
|
24.6K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 2.16% |
$10.9K - $13.9K
|
710
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
15+ 2.35% |
$10.9K - $13.9K
|
652
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 3.66% |
$10.9K - $13.9K
|
425
$349K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
15+ 2.31% |
$10.9K - $13.9K
|
665
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 1.21% |
$10.2K - $13K
|
1.17K
$964K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
14+ 3.01% |
$10.2K - $13K
|
479
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
14+ 2.46% |
$10.2K - $13K
|
584
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 1.01% |
$10.2K - $13K
|
1.41K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14+ 2.33% |
$10.2K - $13K
|
614
$504K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
14+ 0.7% |
$10.2K - $13K
|
2.02K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14+ 1.62% |
$10.2K - $13K
|
878
$721K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
13+ 0.06% |
$9.43K - $12.1K
|
21.8K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
13+ 0.58% |
$9.43K - $12.1K
|
2.27K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
13+ 1.65% |
$9.43K - $12.1K
|
801
$658K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 2.71% |
$9.43K - $12.1K
|
493
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
13+ 2.5% |
$9.43K - $12.1K
|
533
$438K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 1.55% |
$9.43K - $12.1K
|
854
$702K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12+ 0.72% |
$8.71K - $11.2K
|
1.69K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
12+ 1.42% |
$8.71K - $11.2K
|
857
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
12+ 0.53% |
$8.71K - $11.2K
|
2.28K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
12+ 0.47% |
$8.71K - $11.2K
|
2.56K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12+ 1.76% |
$8.71K - $11.2K
|
695
$571K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12+ 1.74% |
$8.71K - $11.2K
|
703
$577K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
12+ 0.83% |
$8.71K - $11.2K
|
1.46K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
12+ 0.68% |
$8.71K - $11.2K
|
1.79K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
12+ 25.53% |
$8.71K - $11.2K
|
59
$48.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
12+ 2.48% |
$8.71K - $11.2K
|
495
$407K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12+ 0.24% |
$8.71K - $11.2K
|
5.11K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
12+ 1.64% |
$8.71K - $11.2K
|
744
$611K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
12+ 2.96% |
$8.71K - $11.2K
|
417
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
11+ 0.38% |
$7.98K - $10.2K
|
2.9K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11+ 7.05% |
$7.98K - $10.2K
|
167
$137K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11+ 0.88% |
$7.98K - $10.2K
|
1.27K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
11+ 0.36% |
$7.98K - $10.2K
|
3.04K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 1.59% |
$7.98K - $10.2K
|
702
$577K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 12.64% |
$7.98K - $10.2K
|
98
$80.5K
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 1.67% |
$7.26K - $9.3K
|
610
$501K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.05% |
$7.26K - $9.3K
|
18.8K
$15.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10+ 0.83% |
$7.26K - $9.3K
|
1.22K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10+ 0.56% |
$7.26K - $9.3K
|
1.79K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.64% |
$7.26K - $9.3K
|
1.57K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 0.91% |
$7.26K - $9.3K
|
1.11K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.47% |
$7.26K - $9.3K
|
2.14K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 0.79% |
$7.26K - $9.3K
|
1.28K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$7.26K - $9.3K
|
6.06K
$4.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
9+ 3.05% |
$6.53K - $8.37K
|
304
$250K
|