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 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.24% |
$6.53K - $8.37K
|
3.77K
$3.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
9+ 0.72% |
$6.53K - $8.37K
|
1.25K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 0.59% |
$6.53K - $8.37K
|
1.54K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9+ 1.0% |
$6.53K - $8.37K
|
910
$748K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9+ 0.95% |
$6.53K - $8.37K
|
959
$788K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
9+ 0.06% |
$6.53K - $8.37K
|
15.4K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9+ 0.48% |
$6.53K - $8.37K
|
1.88K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
8+ 0.68% |
$5.81K - $7.44K
|
1.19K
$979K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 1.36% |
$5.81K - $7.44K
|
595
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
8+ 0.5% |
$5.81K - $7.44K
|
1.61K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8+ 0.13% |
$5.81K - $7.44K
|
6.2K
$5.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
8+ 0.63% |
$5.81K - $7.44K
|
1.28K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8+ 0.52% |
$5.81K - $7.44K
|
1.54K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8+ 0.33% |
$5.81K - $7.44K
|
2.4K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8New |
$5.81K - $7.44K
|
8
$6.57K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
8+ 1.63% |
$5.81K - $7.44K
|
498
$409K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
7+ 1.52% |
$5.08K - $6.51K
|
469
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
7+ 1.98% |
$5.08K - $6.51K
|
361
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7+ 0.22% |
$5.08K - $6.51K
|
3.18K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
7+ 0.13% |
$5.08K - $6.51K
|
5.32K
$4.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
7+ 1.47% |
$5.08K - $6.51K
|
484
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
7+ 0.53% |
$5.08K - $6.51K
|
1.34K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
7+ 0.36% |
$5.08K - $6.51K
|
1.94K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.92% |
$5.08K - $6.51K
|
771
$633K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7+ 0.25% |
$5.08K - $6.51K
|
2.83K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 31.58% |
$4.35K - $5.58K
|
25
$20.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
6+ 0.44% |
$4.35K - $5.58K
|
1.37K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6+ 1.18% |
$4.35K - $5.58K
|
514
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6+ 24.0% |
$4.35K - $5.58K
|
31
$25.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
6+ 2.17% |
$4.35K - $5.58K
|
283
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.69% |
$4.35K - $5.58K
|
881
$724K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.53% |
$4.35K - $5.58K
|
1.13K
$928K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.09% |
$4.35K - $5.58K
|
6.55K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
6+ 0.14% |
$4.35K - $5.58K
|
4.41K
$3.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6+ 0.57% |
$4.35K - $5.58K
|
1.06K
$867K
|
|
|
May 07, 2025
Q1 2025
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
6+ 1.23% |
$4.35K - $5.58K
|
493
$405K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
6+ 0.14% |
$4.35K - $5.58K
|
4.43K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6+ 1.39% |
$4.35K - $5.58K
|
437
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5+ 0.39% |
$3.63K - $4.65K
|
1.28K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.18% |
$3.63K - $4.65K
|
2.8K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.4% |
$3.63K - $4.65K
|
1.27K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
5+ 0.18% |
$3.63K - $4.65K
|
2.78K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.34% |
$3.63K - $4.65K
|
1.48K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5+ 0.71% |
$3.63K - $4.65K
|
714
$587K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.1% |
$3.63K - $4.65K
|
460
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5+ 0.18% |
$3.63K - $4.65K
|
2.81K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.25% |
$3.63K - $4.65K
|
1.97K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
5+ 0.07% |
$3.63K - $4.65K
|
7.05K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.53% |
$3.63K - $4.65K
|
947
$778K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.45% |
$3.63K - $4.65K
|
1.12K
$919K
|