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 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
20+ 0.2% |
$14.5K - $18.6K
|
10.2K
$7.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 2.22% |
$14.5K - $18.6K
|
919
$723K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20+ 1.13% |
$14.5K - $18.6K
|
1.79K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
20+ 4.48% |
$14.5K - $18.6K
|
466
$367K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 0.51% |
$14.5K - $18.6K
|
3.91K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
20+ 6.12% |
$14.5K - $18.6K
|
347
$273K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
20+ 2.29% |
$14.5K - $18.6K
|
892
$702K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20+ 3.18% |
$14.5K - $18.6K
|
649
$511K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 2.03% |
$14.5K - $18.6K
|
1.01K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
20+ 1.66% |
$14.5K - $18.6K
|
1.22K
$962K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.16% |
$14.5K - $18.6K
|
12.5K
$9.83M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20+ 2.89% |
$14.5K - $18.6K
|
712
$560K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
20+ 3.91% |
$14.5K - $18.6K
|
531
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
19+ 1.67% |
$13.8K - $17.7K
|
1.16K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19+ 6.35% |
$13.8K - $17.7K
|
318
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
19+ 0.08% |
$13.8K - $17.7K
|
24K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19+ 0.03% |
$13.8K - $17.7K
|
63.5K
$49.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
19+ 4.29% |
$13.8K - $17.7K
|
462
$364K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
19+ 4.45% |
$13.8K - $17.7K
|
446
$351K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
19+ 3.07% |
$13.8K - $17.7K
|
637
$501K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
19+ 4.4% |
$13.8K - $17.7K
|
451
$355K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 1.53% |
$13.8K - $17.7K
|
1.26K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
18+ 4.21% |
$13.1K - $16.7K
|
446
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 0.77% |
$13.1K - $16.7K
|
2.37K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
18New |
$13.1K - $16.7K
|
18
$14.2K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18+ 0.34% |
$13.1K - $16.7K
|
5.36K
$4.22M
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
18+ 5.28% |
$13.1K - $16.7K
|
359
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
17+ 1.61% |
$12.3K - $15.8K
|
1.07K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17+ 2.66% |
$12.3K - $15.8K
|
656
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
17+ 1.1% |
$12.3K - $15.8K
|
1.56K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17+ 3.59% |
$12.3K - $15.8K
|
490
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
17+ 3.66% |
$12.3K - $15.8K
|
481
$379K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$12.3K - $15.8K
|
13.4K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 14.41% |
$12.3K - $15.8K
|
135
$106K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17+ 1.33% |
$12.3K - $15.8K
|
1.3K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 3.75% |
$12.3K - $15.8K
|
470
$370K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 6.32% |
$12.3K - $15.8K
|
286
$225K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 3.51% |
$12.3K - $15.8K
|
502
$395K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17+ 2.04% |
$12.3K - $15.8K
|
849
$668K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 68.0% |
$12.3K - $15.8K
|
42
$33.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 1.13% |
$11.6K - $14.9K
|
1.43K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16+ 5.11% |
$11.6K - $14.9K
|
329
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
16+ 2.11% |
$11.6K - $14.9K
|
775
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16+ 0.13% |
$11.6K - $14.9K
|
12.4K
$9.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
16+ 3.18% |
$11.6K - $14.9K
|
519
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
16+ 1.86% |
$11.6K - $14.9K
|
877
$690K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 0.35% |
$11.6K - $14.9K
|
4.59K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 4.32% |
$11.6K - $14.9K
|
386
$304K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
16+ 0.5% |
$11.6K - $14.9K
|
3.21K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
16+ 4.06% |
$11.6K - $14.9K
|
410
$323K
|