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 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
132+ 6.15% |
$95.8K - $123K
|
2.28K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
132+ 10.06% |
$95.8K - $123K
|
1.44K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
131+ 11.5% |
$95.1K - $122K
|
1.27K
$999K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
130+ 24.34% |
$94.3K - $121K
|
664
$523K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
130New |
$94.3K - $121K
|
130
$102K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
130+ 30.23% |
$94.3K - $121K
|
560
$441K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
130+ 5.9% |
$94.3K - $121K
|
2.33K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
128+ 37.87% |
$92.9K - $119K
|
466
$367K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
128+ 8.8% |
$92.9K - $119K
|
1.58K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
127+ 4.34% |
$92.2K - $118K
|
3.05K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
127New |
$92.2K - $118K
|
127
$99.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
125+ 5.56% |
$90.7K - $116K
|
2.38K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
125+ 4.69% |
$90.7K - $116K
|
2.79K
$2.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
124+ 2.43% |
$90K - $115K
|
5.23K
$4.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
124+ 5.21% |
$90K - $115K
|
2.5K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
124+ 14.4% |
$90K - $115K
|
985
$775K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
122+ 2.49% |
$88.5K - $113K
|
5.03K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
121+ 10.39% |
$87.8K - $112K
|
1.29K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
121+ 4.75% |
$87.8K - $112K
|
2.67K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
121+ 6.21% |
$87.8K - $112K
|
2.07K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
118+ 18.85% |
$85.6K - $110K
|
744
$585K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
118+ 28.92% |
$85.6K - $110K
|
526
$414K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
117+ 1.68% |
$84.9K - $109K
|
7.07K
$5.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
116+ 14.5% |
$84.2K - $108K
|
916
$721K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
116+ 101.75% |
$84.2K - $108K
|
230
$181K
|
|
|
May 07, 2025
Q1 2025
|
Nkcfo LLC
|
BUY
|
- |
115New |
$83.5K - $107K
|
115
$90.5K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
115+ 2.27% |
$83.5K - $107K
|
5.19K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
115+ 12.78% |
$83.5K - $107K
|
1.02K
$799K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
114+ 16.31% |
$82.7K - $106K
|
813
$640K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
114+ 5.65% |
$82.7K - $106K
|
2.13K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
114+ 25.91% |
$82.7K - $106K
|
554
$436K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114+ 13.38% |
$82.7K - $106K
|
966
$760K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 3.73% |
$82K - $105K
|
3.15K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
113+ 1.1% |
$82K - $105K
|
10.4K
$8.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
113+ 15.42% |
$82K - $105K
|
846
$666K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
113+ 2.66% |
$82K - $105K
|
4.36K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 33.23% |
$80.6K - $103K
|
445
$350K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
111+ 17.0% |
$80.6K - $103K
|
764
$601K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
110+ 33.74% |
$79.8K - $102K
|
436
$343K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
110+ 24.61% |
$79.8K - $102K
|
557
$438K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
110New |
$79.8K - $102K
|
110
$86.6K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
110+ 3.49% |
$79.8K - $102K
|
3.26K
$2.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
109+ 14.29% |
$79.1K - $101K
|
872
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
109+ 22.47% |
$79.1K - $101K
|
594
$467K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 1.23% |
$79.1K - $101K
|
8.97K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
107+ 6.86% |
$77.7K - $99.5K
|
1.67K
$1.31M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
107+ 9.45% |
$77.7K - $99.5K
|
1.24K
$975K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
106+ 27.82% |
$76.9K - $98.6K
|
487
$383K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
105+ 19.16% |
$76.2K - $97.6K
|
653
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
104+ 4.06% |
$75.5K - $96.7K
|
2.67K
$2.1M
|