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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-663- 3.64% |
$481K - $616K
|
17.5K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-665- 43.46% |
$483K - $618K
|
865
$711K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-666- 42.8% |
$483K - $619K
|
890
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-669- 37.78% |
$486K - $622K
|
1.1K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-670- 8.46% |
$486K - $623K
|
7.25K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-674- 4.37% |
$489K - $627K
|
14.8K
$12.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-675- 6.81% |
$490K - $628K
|
9.24K
$7.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-677- 14.32% |
$491K - $629K
|
4.05K
$3.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-684- 3.45% |
$496K - $636K
|
19.1K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-684- 42.62% |
$496K - $636K
|
921
$757K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-699- 4.25% |
$507K - $650K
|
15.8K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-718- 44.0% |
$521K - $668K
|
914
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-720- 3.78% |
$523K - $669K
|
18.3K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-731- 4.74% |
$531K - $680K
|
14.7K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-736- 24.02% |
$534K - $684K
|
2.33K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-740- 72.27% |
$537K - $688K
|
284
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-743- 9.51% |
$539K - $691K
|
7.07K
$5.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-758- 31.48% |
$550K - $705K
|
1.65K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-758- 6.6% |
$550K - $705K
|
10.7K
$8.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-761- 5.16% |
$552K - $708K
|
14K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-770- 2.15% |
$559K - $716K
|
35K
$28.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-772- 4.0% |
$560K - $718K
|
18.5K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-777- 7.11% |
$564K - $722K
|
10.1K
$8.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-778- 2.15% |
$565K - $723K
|
35.4K
$29.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-784- 3.62% |
$569K - $729K
|
20.9K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-792- 1.63% |
$575K - $736K
|
47.8K
$39.3M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.13% |
$581K - $744K
|
36.8K
$30.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-802- 9.1% |
$582K - $746K
|
8.01K
$6.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-810- 8.46% |
$588K - $753K
|
8.77K
$7.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-835- 5.6% |
$606K - $776K
|
14.1K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-835- 1.09% |
$606K - $776K
|
76.1K
$62.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-837- 15.44% |
$607K - $778K
|
4.59K
$3.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-839- 8.88% |
$609K - $780K
|
8.61K
$7.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-850- 20.24% |
$617K - $790K
|
3.35K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-852- 5.96% |
$618K - $792K
|
13.5K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-882- 2.61% |
$640K - $820K
|
32.9K
$27M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-885Closed |
$642K - $823K
|
0
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-890- 11.08% |
$646K - $827K
|
7.14K
$5.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-916- 39.84% |
$665K - $852K
|
1.38K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-924- 12.27% |
$671K - $859K
|
6.61K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-925- 4.12% |
$671K - $860K
|
21.5K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-941- 3.62% |
$683K - $875K
|
25.1K
$20.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-955- 4.27% |
$693K - $888K
|
21.4K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-958- 31.03% |
$695K - $891K
|
2.13K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-959- 60.85% |
$696K - $892K
|
617
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-970- 2.01% |
$704K - $902K
|
47.2K
$38.8M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-970- 2.94% |
$704K - $902K
|
32.1K
$26.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-975- 10.05% |
$708K - $906K
|
8.72K
$7.17M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-983- 7.73% |
$713K - $914K
|
11.7K
$9.64M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-991- 64.43% |
$719K - $921K
|
547
$449K
|