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
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.53% |
$41.4K - $53K
|
10.8K
$8.49M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
57+ 0.11% |
$41.4K - $53K
|
53.4K
$42M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
57+ 5.92% |
$41.4K - $53K
|
1.02K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
57+ 2.01% |
$41.4K - $53K
|
2.9K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
57+ 10.44% |
$41.4K - $53K
|
603
$475K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
56+ 6.83% |
$40.6K - $52.1K
|
876
$689K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
56+ 12.33% |
$40.6K - $52.1K
|
510
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 0.31% |
$40.6K - $52.1K
|
17.9K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
56New |
$40.6K - $52.1K
|
56
$44.1K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55+ 3.41% |
$39.9K - $51.1K
|
1.67K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
55+ 6.42% |
$39.9K - $51.1K
|
912
$718K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
55+ 25.94% |
$39.9K - $51.1K
|
267
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
55+ 3.47% |
$39.9K - $51.1K
|
1.64K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
55+ 2.11% |
$39.9K - $51.1K
|
2.66K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
55+ 4.76% |
$39.9K - $51.1K
|
1.21K
$952K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
55+ 16.87% |
$39.9K - $51.1K
|
381
$300K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
55+ 45.83% |
$39.9K - $51.1K
|
175
$138K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55+ 14.82% |
$39.9K - $51.1K
|
426
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
54+ 6.44% |
$39.2K - $50.2K
|
893
$703K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
54+ 0.42% |
$39.2K - $50.2K
|
12.8K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
54+ 1.15% |
$39.2K - $50.2K
|
4.74K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 12.5% |
$39.2K - $50.2K
|
486
$382K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
54+ 4.13% |
$39.2K - $50.2K
|
1.36K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
54+ 3.35% |
$39.2K - $50.2K
|
1.66K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
53+ 8.51% |
$38.5K - $49.3K
|
676
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
53+ 4.47% |
$38.5K - $49.3K
|
1.24K
$976K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
53+ 7.6% |
$38.5K - $49.3K
|
750
$590K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
53+ 7.43% |
$38.5K - $49.3K
|
766
$603K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
53+ 6.68% |
$38.5K - $49.3K
|
846
$666K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
53+ 2.4% |
$38.5K - $49.3K
|
2.26K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
53+ 0.47% |
$38.5K - $49.3K
|
11.3K
$8.93M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
53+ 1.55% |
$38.5K - $49.3K
|
3.46K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
52+ 0.36% |
$37.7K - $48.3K
|
14.5K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
52+ 9.52% |
$37.7K - $48.3K
|
598
$471K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
52+ 1.74% |
$37.7K - $48.3K
|
3.04K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
52+ 3.05% |
$37.7K - $48.3K
|
1.76K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
51+ 1.31% |
$37K - $47.4K
|
3.93K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
51+ 3.37% |
$37K - $47.4K
|
1.56K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
51+ 6.44% |
$37K - $47.4K
|
843
$663K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
51+ 1.2% |
$37K - $47.4K
|
4.29K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
51+ 2.08% |
$37K - $47.4K
|
2.5K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
51+ 13.78% |
$37K - $47.4K
|
421
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 3.27% |
$36.3K - $46.5K
|
1.58K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50+ 1.91% |
$36.3K - $46.5K
|
2.67K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49+ 1.7% |
$35.6K - $45.6K
|
2.93K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
49+ 11.98% |
$35.6K - $45.6K
|
458
$360K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
49+ 3.86% |
$35.6K - $45.6K
|
1.32K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
49+ 0.56% |
$35.6K - $45.6K
|
8.83K
$6.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
48+ 12.7% |
$34.8K - $44.6K
|
426
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
48+ 1.54% |
$34.8K - $44.6K
|
3.16K
$2.49M
|