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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
86+ 3.39% |
$62.4K - $80K
|
2.62K
$2.06M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
85+ 9.63% |
$61.7K - $79K
|
968
$762K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
85+ 24.93% |
$61.7K - $79K
|
426
$335K
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
85+ 10.46% |
$61.7K - $79K
|
898
$707K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
84+ 6.87% |
$61K - $78.1K
|
1.31K
$1.03M
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
84+ 4.09% |
$61K - $78.1K
|
2.14K
$1.68M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
84+ 0.79% |
$61K - $78.1K
|
10.8K
$8.47M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
84+ 7.08% |
$61K - $78.1K
|
1.27K
$1M
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
83+ 5.61% |
$60.2K - $77.2K
|
1.56K
$1.23M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
82+ 0.72% |
$59.5K - $76.2K
|
11.5K
$9.08M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
81+ 1.34% |
$58.8K - $75.3K
|
6.15K
$4.84M
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
81+ 8.01% |
$58.8K - $75.3K
|
1.09K
$859K
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
81+ 2.74% |
$58.8K - $75.3K
|
3.04K
$2.39M
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
81+ 16.1% |
$58.8K - $75.3K
|
584
$460K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
80+ 5.85% |
$58.1K - $74.4K
|
1.45K
$1.14M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
80+ 18.65% |
$58.1K - $74.4K
|
509
$401K
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
80+ 1.3% |
$58.1K - $74.4K
|
6.22K
$4.89M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
79+ 3.35% |
$57.3K - $73.4K
|
2.44K
$1.92M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
79+ 3.28% |
$57.3K - $73.4K
|
2.49K
$1.96M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
79+ 10.3% |
$57.3K - $73.4K
|
846
$666K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
79+ 3.72% |
$57.3K - $73.4K
|
2.2K
$1.73M
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
79+ 3.27% |
$57.3K - $73.4K
|
2.49K
$1.96M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
79+ 6.69% |
$57.3K - $73.4K
|
1.26K
$992K
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
79+ 8.02% |
$57.3K - $73.4K
|
1.06K
$837K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
78+ 3.91% |
$56.6K - $72.5K
|
2.07K
$1.63M
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
78+ 1.63% |
$56.6K - $72.5K
|
4.87K
$3.83M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
78+ 6.01% |
$56.6K - $72.5K
|
1.38K
$1.08M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
77+ 3.98% |
$55.9K - $71.6K
|
2.01K
$1.58M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
77+ 9.65% |
$55.9K - $71.6K
|
875
$689K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
77+ 4.98% |
$55.9K - $71.6K
|
1.62K
$1.28M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
77+ 7.55% |
$55.9K - $71.6K
|
1.1K
$863K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
76+ 59.84% |
$55.2K - $70.7K
|
203
$160K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
76+ 0.73% |
$55.2K - $70.7K
|
10.5K
$8.26M
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
75+ 0.93% |
$54.4K - $69.7K
|
8.13K
$6.4M
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
75+ 2.21% |
$54.4K - $69.7K
|
3.47K
$2.73M
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
75+ 7.13% |
$54.4K - $69.7K
|
1.13K
$887K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
75+ 6.47% |
$54.4K - $69.7K
|
1.23K
$971K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
75+ 3.62% |
$54.4K - $69.7K
|
2.14K
$1.69M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
75+ 0.42% |
$54.4K - $69.7K
|
18K
$14.1M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
75+ 16.16% |
$54.4K - $69.7K
|
539
$424K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 2.21% |
$54.4K - $69.7K
|
3.46K
$2.73M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
75+ 3.9% |
$54.4K - $69.7K
|
2K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
75+ 0.75% |
$54.4K - $69.7K
|
10.1K
$7.92M
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
74+ 3.48% |
$53.7K - $68.8K
|
2.2K
$1.73M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
74+ 2.12% |
$53.7K - $68.8K
|
3.57K
$2.81M
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
73+ 19.68% |
$53K - $67.9K
|
444
$349K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
73+ 1.12% |
$53K - $67.9K
|
6.62K
$5.21M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
73+ 280.77% |
$53K - $67.9K
|
99
$77.9K
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
71+ 2.19% |
$51.5K - $66K
|
3.32K
$2.61M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
71+ 2.59% |
$51.5K - $66K
|
2.82K
$2.22M
|