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
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
12+ 2.96% |
$8.71K - $11.2K
|
417
$328K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
12+ 0.52% |
$8.71K - $11.2K
|
2.33K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
11+ 0.38% |
$7.98K - $10.2K
|
2.9K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11+ 7.05% |
$7.98K - $10.2K
|
167
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11+ 0.88% |
$7.98K - $10.2K
|
1.27K
$996K
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
11+ 0.36% |
$7.98K - $10.2K
|
3.04K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 1.59% |
$7.98K - $10.2K
|
702
$552K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 12.64% |
$7.98K - $10.2K
|
98
$77.1K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$7.98K - $10.2K
|
11
$8.66K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
11+ 0.34% |
$7.98K - $10.2K
|
3.22K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
11+ 4.15% |
$7.98K - $10.2K
|
276
$217K
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 1.67% |
$7.26K - $9.3K
|
610
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 0.05% |
$7.26K - $9.3K
|
18.8K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10+ 0.83% |
$7.26K - $9.3K
|
1.22K
$961K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10+ 0.56% |
$7.26K - $9.3K
|
1.79K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.64% |
$7.26K - $9.3K
|
1.57K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 0.91% |
$7.26K - $9.3K
|
1.11K
$873K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.47% |
$7.26K - $9.3K
|
2.14K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 0.79% |
$7.26K - $9.3K
|
1.28K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$7.26K - $9.3K
|
6.06K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
10+ 0.34% |
$7.26K - $9.3K
|
2.96K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
10+ 0.91% |
$7.26K - $9.3K
|
1.11K
$870K
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
10+ 0.14% |
$7.26K - $9.3K
|
6.96K
$5.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
9+ 3.05% |
$6.53K - $8.37K
|
304
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.24% |
$6.53K - $8.37K
|
3.77K
$2.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
9+ 0.72% |
$6.53K - $8.37K
|
1.25K
$987K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 0.59% |
$6.53K - $8.37K
|
1.54K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9+ 1.0% |
$6.53K - $8.37K
|
910
$716K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9+ 0.95% |
$6.53K - $8.37K
|
959
$755K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
9+ 0.06% |
$6.53K - $8.37K
|
15.4K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9+ 0.48% |
$6.53K - $8.37K
|
1.88K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 7.38% |
$6.53K - $8.37K
|
131
$103K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
9+ 0.68% |
$6.53K - $8.37K
|
1.34K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9+ 0.38% |
$6.53K - $8.37K
|
2.35K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 1.26% |
$6.53K - $8.37K
|
721
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
8+ 0.68% |
$5.81K - $7.44K
|
1.19K
$938K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 1.36% |
$5.81K - $7.44K
|
595
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
8+ 0.5% |
$5.81K - $7.44K
|
1.61K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8+ 0.13% |
$5.81K - $7.44K
|
6.2K
$4.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
8+ 0.63% |
$5.81K - $7.44K
|
1.28K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8+ 0.52% |
$5.81K - $7.44K
|
1.54K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8+ 0.33% |
$5.81K - $7.44K
|
2.4K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8New |
$5.81K - $7.44K
|
8
$6.3K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
8+ 1.63% |
$5.81K - $7.44K
|
498
$392K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 6.11% |
$5.81K - $7.44K
|
139
$109K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
8+ 0.2% |
$5.81K - $7.44K
|
3.94K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.35% |
$5.81K - $7.44K
|
2.27K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.66% |
$5.81K - $7.44K
|
1.21K
$954K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
7+ 1.52% |
$5.08K - $6.51K
|
469
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
7+ 1.98% |
$5.08K - $6.51K
|
361
$284K
|