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 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-40- 1.53% |
$29K - $37.2K
|
2.57K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-40- 0.94% |
$29K - $37.2K
|
4.22K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-40- 0.14% |
$29K - $37.2K
|
28.4K
$23.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-40- 6.67% |
$29K - $37.2K
|
560
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-41- 5.58% |
$29.8K - $38.1K
|
694
$570K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-41- 1.13% |
$29.8K - $38.1K
|
3.59K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-41- 3.77% |
$29.8K - $38.1K
|
1.05K
$860K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-42- 2.55% |
$30.5K - $39K
|
1.6K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-42- 0.49% |
$30.5K - $39K
|
8.62K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-43- 0.69% |
$31.2K - $40K
|
6.22K
$5.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-44- 0.91% |
$31.9K - $40.9K
|
4.78K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-44- 3.55% |
$31.9K - $40.9K
|
1.2K
$982K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-45- 2.29% |
$32.7K - $41.8K
|
1.92K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-45- 1.8% |
$32.7K - $41.8K
|
2.46K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-46- 13.94% |
$33.4K - $42.8K
|
284
$233K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-46- 3.04% |
$33.4K - $42.8K
|
1.47K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-47- 1.39% |
$34.1K - $43.7K
|
3.33K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-47- 3.66% |
$34.1K - $43.7K
|
1.24K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-48- 10.17% |
$34.8K - $44.6K
|
424
$348K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-48- 1.25% |
$34.8K - $44.6K
|
3.78K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-49- 4.79% |
$35.6K - $45.6K
|
974
$800K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-49- 6.29% |
$35.6K - $45.6K
|
730
$600K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-49- 2.18% |
$35.6K - $45.6K
|
2.2K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-49- 7.02% |
$35.6K - $45.6K
|
649
$533K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-49- 14.5% |
$35.6K - $45.6K
|
289
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 1.54% |
$36.3K - $46.5K
|
3.2K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-50- 0.21% |
$36.3K - $46.5K
|
23.5K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 1.02% |
$36.3K - $46.5K
|
4.85K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 1.65% |
$36.3K - $46.5K
|
2.99K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 7.23% |
$36.3K - $46.5K
|
642
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-50- 4.88% |
$36.3K - $46.5K
|
975
$801K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-51- 4.88% |
$37K - $47.4K
|
995
$817K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-51- 1.74% |
$37K - $47.4K
|
2.88K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-52- 2.53% |
$37.7K - $48.3K
|
2.01K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-52- 1.91% |
$37.7K - $48.3K
|
2.67K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 2.41% |
$37.7K - $48.3K
|
2.1K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-52- 2.37% |
$37.7K - $48.3K
|
2.14K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-52- 12.41% |
$37.7K - $48.3K
|
367
$301K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-52- 9.65% |
$37.7K - $48.3K
|
487
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-53- 1.16% |
$38.5K - $49.3K
|
4.5K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-53- 5.22% |
$38.5K - $49.3K
|
963
$791K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-54- 7.32% |
$39.2K - $50.2K
|
684
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-54- 11.46% |
$39.2K - $50.2K
|
417
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-54- 14.88% |
$39.2K - $50.2K
|
309
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-55- 4.55% |
$39.9K - $51.1K
|
1.15K
$948K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-55- 6.76% |
$39.9K - $51.1K
|
759
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-56- 1.9% |
$40.6K - $52.1K
|
2.89K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-56- 11.22% |
$40.6K - $52.1K
|
443
$364K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-57- 9.68% |
$41.4K - $53K
|
532
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-57- 2.83% |
$41.4K - $53K
|
1.96K
$1.61M
|