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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156+ 2.42% |
$113K - $145K
|
6.6K
$5.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
155+ 15.09% |
$112K - $144K
|
1.18K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
154+ 25.75% |
$112K - $143K
|
752
$592K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
153+ 4.04% |
$111K - $142K
|
3.94K
$3.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
152+ 2.64% |
$110K - $141K
|
5.92K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
152+ 2.23% |
$110K - $141K
|
6.97K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
152+ 14.06% |
$110K - $141K
|
1.23K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
152+ 6.88% |
$110K - $141K
|
2.36K
$1.86M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
152+ 10.81% |
$110K - $141K
|
1.56K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
151+ 9.45% |
$110K - $140K
|
1.75K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
150New |
$109K - $139K
|
150
$118K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
150+ 21.71% |
$109K - $139K
|
841
$662K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
150New |
$109K - $139K
|
150
$118K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
148+ 3.62% |
$107K - $138K
|
4.23K
$3.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
147+ 46.82% |
$107K - $137K
|
461
$363K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
147+ 8.49% |
$107K - $137K
|
1.88K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
146+ 4.45% |
$106K - $136K
|
3.42K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
145+ 1.89% |
$105K - $135K
|
7.83K
$6.16M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
144+ 1.66% |
$105K - $134K
|
8.83K
$6.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
143+ 4.45% |
$104K - $133K
|
3.36K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
143+ 9.72% |
$104K - $133K
|
1.61K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
143+ 7.01% |
$104K - $133K
|
2.18K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
143+ 26.0% |
$104K - $133K
|
693
$545K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
142+ 27.95% |
$103K - $132K
|
650
$511K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
142+ 7.22% |
$103K - $132K
|
2.11K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
142+ 24.74% |
$103K - $132K
|
716
$563K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
141+ 5.13% |
$102K - $131K
|
2.89K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
141+ 4.74% |
$102K - $131K
|
3.12K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
141+ 2.1% |
$102K - $131K
|
6.87K
$5.41M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
141+ 18.22% |
$102K - $131K
|
915
$720K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
140+ 1400.0% |
$102K - $130K
|
150
$118K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
140+ 26.87% |
$102K - $130K
|
661
$520K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
140+ 4.3% |
$102K - $130K
|
3.4K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
139+ 1.24% |
$101K - $129K
|
11.4K
$8.94M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
139+ 23.21% |
$101K - $129K
|
738
$581K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
139+ 15.46% |
$101K - $129K
|
1.04K
$817K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
138+ 14.04% |
$100K - $128K
|
1.12K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
138+ 3.15% |
$100K - $128K
|
4.52K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
138+ 47.42% |
$100K - $128K
|
429
$338K
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
138+ 41.44% |
$100K - $128K
|
471
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
137+ 4.28% |
$99.4K - $127K
|
3.34K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
137+ 3.92% |
$99.4K - $127K
|
3.64K
$2.86M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
136+ 2.5% |
$98.7K - $126K
|
5.58K
$4.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
136+ 0.74% |
$98.7K - $126K
|
18.4K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
135+ 35.81% |
$98K - $126K
|
512
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
134+ 1.44% |
$97.2K - $125K
|
9.45K
$7.44M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
133+ 32.28% |
$96.5K - $124K
|
545
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
133+ 12.45% |
$96.5K - $124K
|
1.2K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
133+ 8.29% |
$96.5K - $124K
|
1.74K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
132+ 41.12% |
$95.8K - $123K
|
453
$356K
|