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 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
218+ 5.43% |
$158K - $203K
|
4.24K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
216+ 6.97% |
$157K - $201K
|
3.31K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
215+ 14.05% |
$156K - $200K
|
1.75K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
215+ 0.27% |
$156K - $200K
|
79.7K
$62.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
215+ 12.87% |
$156K - $200K
|
1.89K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
215+ 2.18% |
$156K - $200K
|
10.1K
$7.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
215+ 3.72% |
$156K - $200K
|
6K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
215+ 22.58% |
$156K - $200K
|
1.17K
$918K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
214+ 10.45% |
$155K - $199K
|
2.26K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
212+ 168.25% |
$154K - $197K
|
338
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
210New |
$152K - $195K
|
210
$165K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
210+ 5.48% |
$152K - $195K
|
4.04K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
209+ 3.22% |
$152K - $194K
|
6.7K
$5.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
208+ 17.88% |
$151K - $193K
|
1.37K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
207+ 18.92% |
$150K - $192K
|
1.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
207+ 30.76% |
$150K - $192K
|
880
$692K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
205+ 0.96% |
$149K - $191K
|
21.6K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
204+ 1.44% |
$148K - $190K
|
14.3K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
204+ 49.88% |
$148K - $190K
|
613
$482K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
204+ 5.08% |
$148K - $190K
|
4.22K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
203+ 1.87% |
$147K - $189K
|
11.1K
$8.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
203+ 6.03% |
$147K - $189K
|
3.57K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
202+ 5.72% |
$147K - $188K
|
3.73K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
202+ 2.32% |
$147K - $188K
|
8.91K
$7.01M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
202+ 14.96% |
$147K - $188K
|
1.55K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 8.53% |
$145K - $186K
|
2.55K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200+ 38.31% |
$145K - $186K
|
722
$568K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200+ 9.78% |
$145K - $186K
|
2.24K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
200+ 10.48% |
$145K - $186K
|
2.11K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
199+ 4.45% |
$144K - $185K
|
4.67K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
199+ 23.27% |
$144K - $185K
|
1.05K
$829K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
199+ 18.83% |
$144K - $185K
|
1.26K
$988K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
198+ 75.57% |
$144K - $184K
|
460
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
198+ 6.28% |
$144K - $184K
|
3.35K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
196+ 53.12% |
$142K - $182K
|
565
$445K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
196+ 21.8% |
$142K - $182K
|
1.1K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
196+ 2.78% |
$142K - $182K
|
7.26K
$5.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
192+ 7.08% |
$139K - $179K
|
2.91K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
192+ 2.57% |
$139K - $179K
|
7.66K
$6.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
191+ 1.87% |
$139K - $178K
|
10.4K
$8.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
190+ 45.35% |
$138K - $177K
|
609
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
188+ 14.51% |
$136K - $175K
|
1.48K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
187+ 1.08% |
$136K - $174K
|
17.4K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 3.39% |
$136K - $174K
|
5.7K
$4.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
187+ 6.04% |
$136K - $174K
|
3.28K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
187New |
$136K - $174K
|
187
$147K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
187+ 31.91% |
$136K - $174K
|
773
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
186+ 4.48% |
$135K - $173K
|
4.34K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
186+ 57.23% |
$135K - $173K
|
511
$402K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
186+ 15.54% |
$135K - $173K
|
1.38K
$1.09M
|