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 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
25+ 1.5% |
$18.1K - $23.2K
|
1.69K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
24+ 7.06% |
$17.4K - $22.3K
|
364
$286K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
24+ 8.33% |
$17.4K - $22.3K
|
312
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
24+ 1.99% |
$17.4K - $22.3K
|
1.23K
$968K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24+ 53.33% |
$17.4K - $22.3K
|
69
$54.3K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
24+ 1.04% |
$17.4K - $22.3K
|
2.32K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
23+ 5.4% |
$16.7K - $21.4K
|
449
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23+ 1.42% |
$16.7K - $21.4K
|
1.65K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
23+ 5.28% |
$16.7K - $21.4K
|
459
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
23+ 2.8% |
$16.7K - $21.4K
|
843
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23+ 0.54% |
$16.7K - $21.4K
|
4.28K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 0.2% |
$16.7K - $21.4K
|
11.5K
$9.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
23+ 0.45% |
$16.7K - $21.4K
|
5.12K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
23+ 7.32% |
$16.7K - $21.4K
|
337
$265K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23+ 0.56% |
$16.7K - $21.4K
|
4.12K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
23+ 5.3% |
$16.7K - $21.4K
|
457
$360K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23New |
$16.7K - $21.4K
|
23
$18.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.66% |
$16K - $20.5K
|
3.38K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
22+ 7.48% |
$16K - $20.5K
|
316
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 4.09% |
$16K - $20.5K
|
560
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
22+ 4.58% |
$16K - $20.5K
|
502
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22+ 11.34% |
$16K - $20.5K
|
216
$170K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
22+ 1.61% |
$16K - $20.5K
|
1.39K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
22+ 0.33% |
$16K - $20.5K
|
6.64K
$5.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
22+ 3.13% |
$16K - $20.5K
|
726
$571K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
22+ 0.17% |
$16K - $20.5K
|
13.1K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
22+ 6.29% |
$16K - $20.5K
|
372
$293K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22+ 4.76% |
$16K - $20.5K
|
484
$381K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
22+ 0.48% |
$16K - $20.5K
|
4.58K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22+ 5.3% |
$16K - $20.5K
|
437
$344K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
22+ 3.89% |
$16K - $20.5K
|
587
$462K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
22+ 1.22% |
$16K - $20.5K
|
1.82K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
22+ 17.74% |
$16K - $20.5K
|
146
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.22% |
$15.2K - $19.5K
|
9.66K
$7.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
21+ 2.08% |
$15.2K - $19.5K
|
1.03K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 6.89% |
$15.2K - $19.5K
|
326
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
21+ 2.07% |
$15.2K - $19.5K
|
1.04K
$814K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
21+ 210.0% |
$15.2K - $19.5K
|
31
$24.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21New |
$15.2K - $19.5K
|
21
$16.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
21+ 8.08% |
$15.2K - $19.5K
|
281
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
21+ 3.4% |
$15.2K - $19.5K
|
638
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
21+ 1.35% |
$15.2K - $19.5K
|
1.58K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21+ 6.65% |
$15.2K - $19.5K
|
337
$265K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
21+ 6.86% |
$15.2K - $19.5K
|
327
$257K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
21+ 0.79% |
$15.2K - $19.5K
|
2.67K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
21+ 4.93% |
$15.2K - $19.5K
|
447
$352K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
21+ 0.01% |
$15.2K - $19.5K
|
235K
$185M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
21+ 0.53% |
$15.2K - $19.5K
|
4K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
21+ 16.03% |
$15.2K - $19.5K
|
152
$120K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.31% |
$14.5K - $18.6K
|
1.55K
$1.22M
|