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 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
185+ 3.51% |
$134K - $172K
|
5.46K
$4.3M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185+ 3.52% |
$134K - $172K
|
5.44K
$4.28M
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
185+ 38.95% |
$134K - $172K
|
660
$519K
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
185+ 6.64% |
$134K - $172K
|
2.97K
$2.34M
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
184+ 34.46% |
$134K - $171K
|
718
$565K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
184+ 34.26% |
$134K - $171K
|
721
$567K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
183+ 42.86% |
$133K - $170K
|
610
$480K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
183+ 20.91% |
$133K - $170K
|
1.06K
$833K
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
183+ 7.39% |
$133K - $170K
|
2.66K
$2.09M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
181+ 4.65% |
$131K - $168K
|
4.07K
$3.2M
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
180+ 19.89% |
$131K - $167K
|
1.09K
$854K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
180+ 3.64% |
$131K - $167K
|
5.12K
$4.03M
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
180+ 18.5% |
$131K - $167K
|
1.15K
$907K
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
180+ 39.74% |
$131K - $167K
|
633
$498K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
179+ 0.41% |
$130K - $166K
|
44.1K
$34.7M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
178+ 2.96% |
$129K - $165K
|
6.19K
$4.87M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
177+ 7.73% |
$128K - $165K
|
2.47K
$1.94M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
177+ 9.38% |
$128K - $165K
|
2.06K
$1.62M
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
175+ 10.23% |
$127K - $163K
|
1.89K
$1.48M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
174+ 8.86% |
$126K - $162K
|
2.14K
$1.68M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
174+ 50.58% |
$126K - $162K
|
518
$408K
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
172+ 4.89% |
$125K - $160K
|
3.69K
$2.9M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
171+ 3.57% |
$124K - $159K
|
4.96K
$3.9M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
170+ 2.48% |
$123K - $158K
|
7.04K
$5.54M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
170+ 12.14% |
$123K - $158K
|
1.57K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
170+ 58.22% |
$123K - $158K
|
462
$364K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
169+ 3.11% |
$123K - $157K
|
5.61K
$4.41M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
169+ 1.64% |
$123K - $157K
|
10.5K
$8.27M
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
167+ 60.07% |
$121K - $155K
|
445
$350K
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
166+ 16.47% |
$120K - $154K
|
1.17K
$924K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
165+ 89.19% |
$120K - $153K
|
350
$275K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
165New |
$120K - $153K
|
165
$130K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
164+ 12.4% |
$119K - $152K
|
1.49K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
164+ 0.24% |
$119K - $152K
|
67.7K
$53.3M
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
164+ 6.67% |
$119K - $152K
|
2.62K
$2.06M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
163New |
$118K - $152K
|
163
$128K
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
163+ 0.91% |
$118K - $152K
|
18.1K
$14.2M
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
162+ 5.74% |
$118K - $151K
|
2.99K
$2.35M
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
162+ 5.64% |
$118K - $151K
|
3.03K
$2.39M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
161+ 2.37% |
$117K - $150K
|
6.96K
$5.47M
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
161+ 25.52% |
$117K - $150K
|
792
$623K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
161+ 44.23% |
$117K - $150K
|
525
$413K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
161+ 9.33% |
$117K - $150K
|
1.89K
$1.48M
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
161+ 0.36% |
$117K - $150K
|
44.7K
$35.2M
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
161+ 9.32% |
$117K - $150K
|
1.89K
$1.49M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
160+ 35.09% |
$116K - $149K
|
616
$485K
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
160+ 31.19% |
$116K - $149K
|
673
$530K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
158+ 33.83% |
$115K - $147K
|
625
$492K
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
157+ 4.41% |
$114K - $146K
|
3.72K
$2.93M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
156+ 7.29% |
$113K - $145K
|
2.3K
$1.81M
|