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 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
104+ 0.98% |
$75.5K - $96.7K
|
10.7K
$8.42M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
104+ 0.19% |
$75.5K - $96.7K
|
56.1K
$44.2M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
104+ 3.09% |
$75.5K - $96.7K
|
3.47K
$2.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
103+ 1.71% |
$74.7K - $95.8K
|
6.13K
$4.82M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
103+ 12.7% |
$74.7K - $95.8K
|
914
$719K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
102+ 2550.0% |
$74K - $94.8K
|
106
$83.4K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
102+ 22.37% |
$74K - $94.8K
|
558
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 0.69% |
$74K - $94.8K
|
15K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
102+ 0.68% |
$74K - $94.8K
|
15K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
102+ 2.46% |
$74K - $94.8K
|
4.25K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
101+ 27.75% |
$73.3K - $93.9K
|
465
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
101+ 19.77% |
$73.3K - $93.9K
|
612
$482K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
101+ 2.43% |
$73.3K - $93.9K
|
4.25K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
101+ 32.79% |
$73.3K - $93.9K
|
409
$322K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
101+ 7.65% |
$73.3K - $93.9K
|
1.42K
$1.12M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
101+ 16.26% |
$73.3K - $93.9K
|
722
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 2.97% |
$72.6K - $93K
|
3.47K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
100+ 7.62% |
$72.6K - $93K
|
1.41K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100New |
$72.6K - $93K
|
100
$78.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
99+ 6.61% |
$71.8K - $92K
|
1.6K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
99New |
$71.8K - $92K
|
99
$77.9K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
98+ 1.99% |
$71.1K - $91.1K
|
5.03K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
98+ 19.88% |
$71.1K - $91.1K
|
591
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
97+ 2.02% |
$70.4K - $90.2K
|
4.9K
$3.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
96+ 0.62% |
$69.7K - $89.3K
|
15.7K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
96+ 36.5% |
$69.7K - $89.3K
|
359
$283K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
96+ 3.52% |
$69.7K - $89.3K
|
2.83K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
95+ 3.53% |
$68.9K - $88.3K
|
2.78K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
94+ 1.3% |
$68.2K - $87.4K
|
7.32K
$5.76M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
94+ 1.44% |
$68.2K - $87.4K
|
6.63K
$5.21M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
94+ 30.82% |
$68.2K - $87.4K
|
399
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
93+ 2.22% |
$67.5K - $86.5K
|
4.27K
$3.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
92+ 32.86% |
$66.8K - $85.5K
|
372
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
92+ 10.66% |
$66.8K - $85.5K
|
955
$752K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
92+ 23.77% |
$66.8K - $85.5K
|
479
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
91+ 12.47% |
$66K - $84.6K
|
821
$646K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
91+ 13.44% |
$66K - $84.6K
|
768
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
90+ 13.89% |
$65.3K - $83.7K
|
738
$581K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
90+ 6.83% |
$65.3K - $83.7K
|
1.41K
$1.11M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
88+ 3.59% |
$63.9K - $81.8K
|
2.54K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
88+ 16.54% |
$63.9K - $81.8K
|
620
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
88+ 1.68% |
$63.9K - $81.8K
|
5.34K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
88+ 2.89% |
$63.9K - $81.8K
|
3.13K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
88+ 4.49% |
$63.9K - $81.8K
|
2.05K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
88+ 2.53% |
$63.9K - $81.8K
|
3.57K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
88+ 22.92% |
$63.9K - $81.8K
|
472
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
87+ 6.71% |
$63.1K - $80.9K
|
1.38K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
87+ 16.11% |
$63.1K - $80.9K
|
627
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
86+ 6.4% |
$62.4K - $80K
|
1.43K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
86+ 3.15% |
$62.4K - $80K
|
2.81K
$2.21M
|