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 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
71+ 14.67% |
$51.5K - $66K
|
555
$437K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
71+ 3.68% |
$51.5K - $66K
|
2K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
71+ 8.77% |
$51.5K - $66K
|
881
$693K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
70+ 1.67% |
$50.8K - $65.1K
|
4.25K
$3.35M
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
70+ 0.84% |
$50.8K - $65.1K
|
8.38K
$6.59M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70+ 0.27% |
$50.8K - $65.1K
|
26.1K
$20.6M
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
69+ 10.92% |
$50.1K - $64.2K
|
701
$552K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
69+ 5.62% |
$50.1K - $64.2K
|
1.3K
$1.02M
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
69+ 25.0% |
$50.1K - $64.2K
|
345
$271K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
68+ 1.48% |
$49.3K - $63.2K
|
4.65K
$3.66M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
68+ 18.38% |
$49.3K - $63.2K
|
438
$345K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
68+ 5.41% |
$49.3K - $63.2K
|
1.32K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
68+ 1.42% |
$49.3K - $63.2K
|
4.85K
$3.82M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
67New |
$48.6K - $62.3K
|
67
$52.7K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
66New |
$47.9K - $61.4K
|
66
$51.9K
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
66+ 3.63% |
$47.9K - $61.4K
|
1.89K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
66+ 14.01% |
$47.9K - $61.4K
|
537
$423K
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
66+ 3.0% |
$47.9K - $61.4K
|
2.27K
$1.78M
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
65+ 5.06% |
$47.2K - $60.4K
|
1.35K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
65+ 4.23% |
$47.2K - $60.4K
|
1.6K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
65+ 1.28% |
$47.2K - $60.4K
|
5.13K
$4.04M
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
65+ 1.32% |
$47.2K - $60.4K
|
4.98K
$3.92M
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
65+ 1.0% |
$47.2K - $60.4K
|
6.58K
$5.17M
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
64+ 2.19% |
$46.4K - $59.5K
|
2.99K
$2.35M
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
63+ 7.04% |
$45.7K - $58.6K
|
958
$754K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
63+ 19.03% |
$45.7K - $58.6K
|
394
$310K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
63+ 25.82% |
$45.7K - $58.6K
|
307
$242K
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
62+ 5.84% |
$45K - $57.6K
|
1.12K
$884K
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
62+ 5.58% |
$45K - $57.6K
|
1.17K
$923K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
62+ 12.78% |
$45K - $57.6K
|
547
$430K
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
61+ 3.5% |
$44.3K - $56.7K
|
1.8K
$1.42M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
61+ 7.13% |
$44.3K - $56.7K
|
916
$721K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.18% |
$44.3K - $56.7K
|
33.3K
$26.2M
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
60+ 0.4% |
$43.5K - $55.8K
|
15.1K
$11.9M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 1.25% |
$43.5K - $55.8K
|
4.87K
$3.84M
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
60+ 1.12% |
$43.5K - $55.8K
|
5.44K
$4.28M
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
60+ 22.22% |
$43.5K - $55.8K
|
330
$260K
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
60+ 9.92% |
$43.5K - $55.8K
|
665
$523K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
60+ 1.41% |
$43.5K - $55.8K
|
4.31K
$3.39M
|
|
May 13, 2025
Q1 2025
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
60+ 18.35% |
$43.5K - $55.8K
|
387
$305K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
60+ 3.1% |
$43.5K - $55.8K
|
2K
$1.57M
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
59+ 3.71% |
$42.8K - $54.9K
|
1.65K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
59+ 5.13% |
$42.8K - $54.9K
|
1.21K
$951K
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
59+ 15.21% |
$42.8K - $54.9K
|
447
$352K
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 3.43% |
$42.8K - $54.9K
|
1.78K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
59+ 13.2% |
$42.8K - $54.9K
|
506
$398K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
59+ 8.94% |
$42.8K - $54.9K
|
719
$566K
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
58+ 5.58% |
$42.1K - $53.9K
|
1.1K
$863K
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
58+ 1.34% |
$42.1K - $53.9K
|
4.4K
$3.46M
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
58+ 5.03% |
$42.1K - $53.9K
|
1.21K
$954K
|