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 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
40+ 7.55% |
$29K - $37.2K
|
570
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39+ 4.34% |
$28.3K - $36.3K
|
938
$738K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
39+ 0.52% |
$28.3K - $36.3K
|
7.56K
$5.95M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
38+ 12.58% |
$27.6K - $35.3K
|
340
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 1.53% |
$27.6K - $35.3K
|
2.52K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
38+ 6.06% |
$27.6K - $35.3K
|
665
$523K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
38+ 1.93% |
$27.6K - $35.3K
|
2.01K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
38+ 2.26% |
$27.6K - $35.3K
|
1.72K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
38+ 14.02% |
$27.6K - $35.3K
|
309
$243K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
38+ 0.28% |
$27.6K - $35.3K
|
13.8K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
37+ 8.75% |
$26.9K - $34.4K
|
460
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
37+ 4.58% |
$26.9K - $34.4K
|
845
$665K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
37+ 8.11% |
$26.9K - $34.4K
|
493
$388K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
37+ 4.66% |
$26.9K - $34.4K
|
831
$654K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 2.35% |
$26.9K - $34.4K
|
1.61K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
37+ 3.39% |
$26.9K - $34.4K
|
1.13K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
37+ 11.04% |
$26.9K - $34.4K
|
372
$293K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
37+ 4.95% |
$26.9K - $34.4K
|
785
$618K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
37+ 3.4% |
$26.9K - $34.4K
|
1.13K
$886K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
36+ 5.0% |
$26.1K - $33.5K
|
756
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
36+ 6.41% |
$26.1K - $33.5K
|
598
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
36+ 0.69% |
$26.1K - $33.5K
|
5.26K
$4.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
36+ 11.84% |
$26.1K - $33.5K
|
340
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
36+ 11.21% |
$26.1K - $33.5K
|
357
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.98% |
$25.4K - $32.5K
|
1.8K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
35+ 3.34% |
$25.4K - $32.5K
|
1.08K
$852K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
35+ 1.36% |
$25.4K - $32.5K
|
2.61K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
35+ 0.67% |
$25.4K - $32.5K
|
5.29K
$4.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 0.66% |
$25.4K - $32.5K
|
5.3K
$4.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
35+ 1.12% |
$25.4K - $32.5K
|
3.17K
$2.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
35+ 2.23% |
$25.4K - $32.5K
|
1.6K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
35+ 13.36% |
$25.4K - $32.5K
|
297
$234K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
35+ 12.15% |
$25.4K - $32.5K
|
323
$254K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
35+ 0.03% |
$25.4K - $32.5K
|
117K
$91.7M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
35+ 0.23% |
$25.4K - $32.5K
|
15.2K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
35+ 5.86% |
$25.4K - $32.5K
|
632
$497K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
35+ 3.24% |
$25.4K - $32.5K
|
1.12K
$878K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
35+ 5.53% |
$25.4K - $32.5K
|
668
$526K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
34+ 11.53% |
$24.7K - $31.6K
|
329
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
34+ 3.16% |
$24.7K - $31.6K
|
1.11K
$873K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 11.85% |
$24.7K - $31.6K
|
321
$253K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
34+ 13.13% |
$24.7K - $31.6K
|
293
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
33+ 8.71% |
$23.9K - $30.7K
|
412
$324K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33+ 100.0% |
$23.9K - $30.7K
|
66
$51.9K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
33+ 10.96% |
$23.9K - $30.7K
|
334
$263K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33New |
$23.9K - $30.7K
|
33
$26K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 11.51% |
$23.2K - $29.8K
|
310
$244K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
32+ 1.61% |
$23.2K - $29.8K
|
2.02K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
32+ 7.49% |
$23.2K - $29.8K
|
459
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
32+ 0.11% |
$23.2K - $29.8K
|
29.3K
$23M
|