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 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
32+ 4.18% |
$23.2K - $29.8K
|
798
$628K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
32+ 2.5% |
$23.2K - $29.8K
|
1.31K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 19.5% |
$22.5K - $28.8K
|
190
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
BUY
|
- |
31+ 1.38% |
$22.5K - $28.8K
|
2.27K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
31+ 0.24% |
$22.5K - $28.8K
|
12.7K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 129.17% |
$22.5K - $28.8K
|
55
$43.3K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
31+ 28.44% |
$22.5K - $28.8K
|
140
$110K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
30+ 11.32% |
$21.8K - $27.9K
|
295
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
30+ 2.31% |
$21.8K - $27.9K
|
1.33K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
30+ 1.92% |
$21.8K - $27.9K
|
1.6K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
30+ 2.15% |
$21.8K - $27.9K
|
1.42K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
30+ 6.68% |
$21.8K - $27.9K
|
479
$377K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
30+ 0.75% |
$21.8K - $27.9K
|
4.04K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
30+ 7.19% |
$21.8K - $27.9K
|
447
$352K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
30+ 3.63% |
$21.8K - $27.9K
|
856
$674K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30+ 1.1% |
$21.8K - $27.9K
|
2.75K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30+ 10.1% |
$21.8K - $27.9K
|
327
$257K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
30+ 0.14% |
$21.8K - $27.9K
|
21.8K
$17.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
29+ 10.74% |
$21K - $27K
|
299
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
29+ 1.98% |
$21K - $27K
|
1.49K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
29+ 1.81% |
$21K - $27K
|
1.63K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
28+ 0.16% |
$20.3K - $26K
|
17.7K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
28+ 4.1% |
$20.3K - $26K
|
711
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 1.52% |
$20.3K - $26K
|
1.88K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
28+ 2.39% |
$20.3K - $26K
|
1.2K
$945K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28+ 7.16% |
$20.3K - $26K
|
419
$330K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
28+ 1.33% |
$20.3K - $26K
|
2.13K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
28+ 7.49% |
$20.3K - $26K
|
402
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 1.65% |
$19.6K - $25.1K
|
1.67K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
27+ 180.0% |
$19.6K - $25.1K
|
42
$33.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
27+ 3.15% |
$19.6K - $25.1K
|
885
$696K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
27+ 1.95% |
$19.6K - $25.1K
|
1.41K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
27+ 2.75% |
$19.6K - $25.1K
|
1.01K
$795K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
26+ 6.58% |
$18.9K - $24.2K
|
421
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 4.65% |
$18.9K - $24.2K
|
585
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.31% |
$18.9K - $24.2K
|
8.33K
$6.56M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26+ 19.26% |
$18.9K - $24.2K
|
161
$127K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 3.72% |
$18.9K - $24.2K
|
724
$570K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 1.74% |
$18.9K - $24.2K
|
1.52K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
26+ 3.68% |
$18.9K - $24.2K
|
732
$576K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
26+ 4.4% |
$18.9K - $24.2K
|
617
$486K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
26+ 0.38% |
$18.9K - $24.2K
|
6.87K
$5.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 5.75% |
$18.1K - $23.2K
|
460
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25+ 3.97% |
$18.1K - $23.2K
|
655
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
25+ 6.39% |
$18.1K - $23.2K
|
416
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
25+ 9.26% |
$18.1K - $23.2K
|
295
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 2.87% |
$18.1K - $23.2K
|
895
$704K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
25+ 5.54% |
$18.1K - $23.2K
|
476
$375K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
25+ 7.0% |
$18.1K - $23.2K
|
382
$301K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
25+ 8.17% |
$18.1K - $23.2K
|
331
$260K
|