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 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.99K+ 11.41% |
$2.9M - $3.71M
|
39K
$32M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
3.93K+ 50.57% |
$2.85M - $3.65M
|
11.7K
$9.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.92K+ 11.1% |
$2.84M - $3.64M
|
39.2K
$32.2M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.91KNew |
$2.83M - $3.63M
|
3.91K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.81K+ 95.6% |
$2.76M - $3.54M
|
7.79K
$6.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.79K+ 2.28% |
$2.75M - $3.52M
|
170K
$140M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.74K+ 119.46% |
$2.71M - $3.48M
|
6.87K
$5.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.73KNew |
$2.71M - $3.47M
|
3.73K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.7K+ 26.19% |
$2.69M - $3.44M
|
17.8K
$14.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.6K+ 15.24% |
$2.61M - $3.35M
|
27.2K
$22.4M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.52K+ 12.97% |
$2.56M - $3.27M
|
30.7K
$25.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.52KNew |
$2.55M - $3.27M
|
3.52K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.47K+ 19.46% |
$2.52M - $3.22M
|
21.3K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.46K+ 28.02% |
$2.51M - $3.21M
|
15.8K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.4KNew |
$2.47M - $3.16M
|
3.4K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.38K+ 2.78% |
$2.45M - $3.14M
|
125K
$103M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
3.27K+ 13.6% |
$2.37M - $3.04M
|
27.3K
$22.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.26K+ 13.33% |
$2.36M - $3.03M
|
27.7K
$22.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3KNew |
$2.18M - $2.79M
|
3K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.96K+ 34.45% |
$2.15M - $2.75M
|
11.5K
$9.48M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.94K+ 3.26% |
$2.14M - $2.74M
|
93.2K
$76.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.92K+ 18.0% |
$2.12M - $2.72M
|
19.2K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.92K+ 114.89% |
$2.12M - $2.71M
|
5.46K
$4.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.91KNew |
$2.11M - $2.71M
|
2.91K
$2.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
2.83K+ 105.67% |
$2.06M - $2.63M
|
5.51K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.83K+ 4.12% |
$2.05M - $2.63M
|
71.4K
$58.7M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.8K+ 0.86% |
$2.03M - $2.6M
|
329K
$270M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.78K+ 73.44% |
$2.02M - $2.59M
|
6.57K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.71KNew |
$1.97M - $2.52M
|
2.71K
$2.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.7K+ 10.26% |
$1.96M - $2.51M
|
29K
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.66K+ 15.51% |
$1.93M - $2.47M
|
19.8K
$16.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
2.63K+ 492.15% |
$1.91M - $2.45M
|
3.17K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.56K+ 10.6% |
$1.86M - $2.38M
|
26.7K
$22M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.54K+ 48.23% |
$1.84M - $2.36M
|
7.81K
$6.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.54K+ 37.0% |
$1.84M - $2.36M
|
9.4K
$7.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.5K+ 41.65% |
$1.82M - $2.33M
|
8.52K
$7M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.48KNew |
$1.8M - $2.3M
|
2.48K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.47KNew |
$1.8M - $2.3M
|
2.47K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
2.46K+ 158.34% |
$1.78M - $2.29M
|
4.01K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.44K+ 9.27% |
$1.77M - $2.27M
|
28.8K
$23.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.42K+ 393.98% |
$1.76M - $2.25M
|
3.04K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.42KNew |
$1.76M - $2.25M
|
2.42K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.41K+ 8.51% |
$1.75M - $2.24M
|
30.7K
$25.2M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.39K+ 2.54% |
$1.73M - $2.22M
|
96.3K
$79.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.38K+ 5.59% |
$1.73M - $2.22M
|
45K
$36.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.37K+ 37.25% |
$1.72M - $2.2M
|
8.72K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
2.33K+ 16.23% |
$1.69M - $2.16M
|
16.7K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.29K+ 21.43% |
$1.66M - $2.13M
|
13K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.27K+ 81.61% |
$1.65M - $2.11M
|
5.05K
$4.15M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.25K+ 33.12% |
$1.64M - $2.1M
|
9.06K
$7.44M
|