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 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 31.25% |
$3.63K - $4.65K
|
21
$17.3K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
5+ 1.43% |
$3.63K - $4.65K
|
355
$292K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5+ 0.76% |
$3.63K - $4.65K
|
659
$541K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
5+ 0.56% |
$3.63K - $4.65K
|
890
$731K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 20.0% |
$3.63K - $4.65K
|
30
$24.6K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.51% |
$3.63K - $4.65K
|
991
$814K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4+ 0.92% |
$2.9K - $3.72K
|
441
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4+ 1.02% |
$2.9K - $3.72K
|
398
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4+ 0.16% |
$2.9K - $3.72K
|
2.46K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
4+ 1.43% |
$2.9K - $3.72K
|
284
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4New |
$2.9K - $3.72K
|
4
$3.29K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4+ 0.37% |
$2.9K - $3.72K
|
1.08K
$884K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4+ 0.26% |
$2.9K - $3.72K
|
1.53K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.58% |
$2.18K - $2.79K
|
521
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3+ 0.48% |
$2.18K - $2.79K
|
622
$511K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.74% |
$2.18K - $2.79K
|
410
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
3+ 0.25% |
$2.18K - $2.79K
|
1.22K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.06% |
$2.18K - $2.79K
|
5.32K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.61% |
$2.18K - $2.79K
|
495
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
3+ 0.86% |
$2.18K - $2.79K
|
351
$288K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3+ 9.68% |
$2.18K - $2.79K
|
34
$27.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3+ 3.66% |
$2.18K - $2.79K
|
85
$69.8K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.11% |
$2.18K - $2.79K
|
2.79K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3+ 0.5% |
$2.18K - $2.79K
|
606
$498K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.85% |
$2.18K - $2.79K
|
354
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.09% |
$1.45K - $1.86K
|
2.11K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.88% |
$1.45K - $1.86K
|
230
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.45K - $1.86K
|
1.54K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2+ 0.05% |
$1.45K - $1.86K
|
4.15K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.09% |
$1.45K - $1.86K
|
2.12K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.36% |
$1.45K - $1.86K
|
551
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.1% |
$1.45K - $1.86K
|
2.1K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2+ 0.13% |
$1.45K - $1.86K
|
1.55K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2+ 0.28% |
$1.45K - $1.86K
|
706
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$1.45K - $1.86K
|
635
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.13% |
$1.45K - $1.86K
|
1.6K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$1.45K - $1.86K
|
3.06K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2+ 66.67% |
$1.45K - $1.86K
|
5
$4.11K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.45K - $1.86K
|
1.07K
$877K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2+ 0.57% |
$1.45K - $1.86K
|
350
$288K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$1.45K - $1.86K
|
2
$1.64K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.39% |
$1.45K - $1.86K
|
519
$426K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$1.45K - $1.86K
|
1.83K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
2+ 0.1% |
$1.45K - $1.86K
|
1.92K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.45K - $1.86K
|
1.47K
$1.21M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1+ 0.33% |
$726 - $930
|
300
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.16% |
$726 - $930
|
622
$511K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.25% |
$726 - $930
|
400
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.92% |
$726 - $930
|
110
$90.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.14% |
$726 - $930
|
707
$581K
|