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 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-220- 0.75% |
$160K - $205K
|
29.2K
$24M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-221- 28.93% |
$160K - $205K
|
543
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-222- 1.65% |
$161K - $206K
|
13.2K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-224- 1.84% |
$163K - $208K
|
11.9K
$9.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-227- 2.28% |
$165K - $211K
|
9.73K
$7.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-229- 8.35% |
$166K - $213K
|
2.51K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-232- 2.37% |
$168K - $216K
|
9.54K
$7.84M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-232- 36.08% |
$168K - $216K
|
411
$338K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-234- 14.35% |
$170K - $218K
|
1.4K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-236- 3.1% |
$171K - $219K
|
7.39K
$6.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-237- 2.51% |
$172K - $220K
|
9.19K
$7.55M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-242- 20.83% |
$176K - $225K
|
920
$756K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-243- 7.17% |
$176K - $226K
|
3.15K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-244- 38.98% |
$177K - $227K
|
382
$314K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-246- 6.99% |
$179K - $229K
|
3.27K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-247- 2.87% |
$179K - $230K
|
8.37K
$6.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-249- 10.72% |
$181K - $232K
|
2.07K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-249- 4.77% |
$181K - $232K
|
4.97K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-250- 41.67% |
$181K - $232K
|
350
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-251- 33.11% |
$182K - $233K
|
507
$416K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-251- 16.95% |
$182K - $233K
|
1.23K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-260- 1.22% |
$189K - $242K
|
21K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-262- 7.17% |
$190K - $244K
|
3.39K
$2.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-264- 4.91% |
$192K - $245K
|
5.11K
$4.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-264- 1.41% |
$192K - $245K
|
18.4K
$15.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-265- 22.16% |
$192K - $246K
|
931
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-265- 20.46% |
$192K - $246K
|
1.03K
$846K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-266- 9.13% |
$193K - $247K
|
2.65K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-268- 13.56% |
$194K - $249K
|
1.71K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-272- 15.39% |
$197K - $253K
|
1.5K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-273- 5.93% |
$198K - $254K
|
4.33K
$3.56M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-275- 8.4% |
$200K - $256K
|
3K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-276- 1.15% |
$200K - $257K
|
23.7K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-276- 8.53% |
$200K - $257K
|
2.96K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-280- 5.28% |
$203K - $260K
|
5.02K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-281- 1.29% |
$204K - $261K
|
21.4K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-282- 4.82% |
$205K - $262K
|
5.57K
$4.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-283- 9.17% |
$205K - $263K
|
2.8K
$2.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-285- 20.82% |
$207K - $265K
|
1.08K
$890K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-285- 40.25% |
$207K - $265K
|
423
$347K
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-286- 8.11% |
$208K - $266K
|
3.24K
$2.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-288- 0.07% |
$209K - $268K
|
419K
$344M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-290- 3.76% |
$210K - $270K
|
7.43K
$6.11M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-295- 3.48% |
$214K - $274K
|
8.19K
$6.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-300- 0.87% |
$218K - $279K
|
34.3K
$28.2M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-300- 12.87% |
$218K - $279K
|
2.03K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-303- 3.89% |
$220K - $282K
|
7.49K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-310- 5.56% |
$225K - $288K
|
5.26K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-310- 5.79% |
$225K - $288K
|
5.04K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-311- 19.54% |
$226K - $289K
|
1.28K
$1.05M
|