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 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-10- 1.77% |
$7.26K - $9.3K
|
555
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-10- 0.99% |
$7.26K - $9.3K
|
1K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-10- 2.72% |
$7.26K - $9.3K
|
358
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 0.76% |
$7.26K - $9.3K
|
1.31K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-10- 1.07% |
$7.26K - $9.3K
|
926
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-10- 0.51% |
$7.26K - $9.3K
|
1.93K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10- 0.71% |
$7.26K - $9.3K
|
1.4K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-10- 2.39% |
$7.26K - $9.3K
|
409
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-10- 0.09% |
$7.26K - $9.3K
|
11.5K
$9.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-10- 1.04% |
$7.26K - $9.3K
|
949
$780K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-10- 0.69% |
$7.26K - $9.3K
|
1.45K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-10- 0.34% |
$7.26K - $9.3K
|
2.97K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-10- 0.79% |
$7.26K - $9.3K
|
1.25K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-10- 0.58% |
$7.26K - $9.3K
|
1.71K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.26% |
$7.98K - $10.2K
|
4.26K
$3.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-11- 1.69% |
$7.98K - $10.2K
|
639
$525K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-11- 0.48% |
$7.98K - $10.2K
|
2.29K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-11- 3.06% |
$7.98K - $10.2K
|
348
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-11- 1.87% |
$7.98K - $10.2K
|
578
$475K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-11- 1.27% |
$7.98K - $10.2K
|
852
$700K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-11- 1.88% |
$7.98K - $10.2K
|
575
$472K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-11- 0.98% |
$7.98K - $10.2K
|
1.11K
$909K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-12- 3.8% |
$8.71K - $11.2K
|
304
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-12- 3.53% |
$8.71K - $11.2K
|
328
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12- 1.23% |
$8.71K - $11.2K
|
964
$792K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 5.33% |
$8.71K - $11.2K
|
213
$175K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13- 0.92% |
$9.43K - $12.1K
|
1.4K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-13- 0.85% |
$9.43K - $12.1K
|
1.51K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 1.29% |
$9.43K - $12.1K
|
997
$819K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-13- 1.04% |
$9.43K - $12.1K
|
1.24K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-14- 2.2% |
$10.2K - $13K
|
621
$510K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-14- 1.52% |
$10.2K - $13K
|
908
$746K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-14- 0.91% |
$10.2K - $13K
|
1.53K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.6% |
$10.2K - $13K
|
2.32K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-14- 1.35% |
$10.2K - $13K
|
1.02K
$838K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-15- 0.12% |
$10.9K - $13.9K
|
12.3K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-15- 4.5% |
$10.9K - $13.9K
|
318
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-15- 0.59% |
$10.9K - $13.9K
|
2.54K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-15- 0.55% |
$10.9K - $13.9K
|
2.72K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-15- 83.33% |
$10.9K - $13.9K
|
3
$2.46K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-15- 0.52% |
$10.9K - $13.9K
|
2.86K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-15- 4.09% |
$10.9K - $13.9K
|
352
$289K
|
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-15- 1.66% |
$10.9K - $13.9K
|
887
$729K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-16- 3.69% |
$11.6K - $14.9K
|
418
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-16- 4.83% |
$11.6K - $14.9K
|
315
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16- 1.51% |
$11.6K - $14.9K
|
1.04K
$856K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-17- 3.17% |
$12.3K - $15.8K
|
519
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-17- 5.74% |
$12.3K - $15.8K
|
279
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-17- 1.33% |
$12.3K - $15.8K
|
1.26K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-17- 3.34% |
$12.3K - $15.8K
|
492
$404K
|