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 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7+ 0.22% |
$5.08K - $6.51K
|
3.18K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
7+ 0.13% |
$5.08K - $6.51K
|
5.32K
$4.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
7+ 1.47% |
$5.08K - $6.51K
|
484
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
7+ 0.53% |
$5.08K - $6.51K
|
1.34K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
7+ 0.36% |
$5.08K - $6.51K
|
1.94K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.92% |
$5.08K - $6.51K
|
771
$607K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7+ 0.25% |
$5.08K - $6.51K
|
2.83K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7+ 0.39% |
$5.08K - $6.51K
|
1.8K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
7+ 0.3% |
$5.08K - $6.51K
|
2.31K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 1.06% |
$5.08K - $6.51K
|
665
$523K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7+ 1.41% |
$5.08K - $6.51K
|
502
$395K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 31.58% |
$4.35K - $5.58K
|
25
$19.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
6+ 0.44% |
$4.35K - $5.58K
|
1.37K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6+ 1.18% |
$4.35K - $5.58K
|
514
$404K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6+ 24.0% |
$4.35K - $5.58K
|
31
$24.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
6+ 2.17% |
$4.35K - $5.58K
|
283
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.69% |
$4.35K - $5.58K
|
881
$693K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.53% |
$4.35K - $5.58K
|
1.13K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.09% |
$4.35K - $5.58K
|
6.55K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
6+ 0.14% |
$4.35K - $5.58K
|
4.41K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6+ 0.57% |
$4.35K - $5.58K
|
1.06K
$830K
|
|
|
May 07, 2025
Q1 2025
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
6+ 1.23% |
$4.35K - $5.58K
|
493
$388K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
6+ 0.14% |
$4.35K - $5.58K
|
4.43K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6+ 1.39% |
$4.35K - $5.58K
|
437
$344K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$4.35K - $5.58K
|
2.94K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
6New |
$4.35K - $5.58K
|
6
$4.72K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6+ 0.06% |
$4.35K - $5.58K
|
9.39K
$7.39M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6+ 0.29% |
$4.35K - $5.58K
|
2.1K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5+ 0.39% |
$3.63K - $4.65K
|
1.28K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.18% |
$3.63K - $4.65K
|
2.8K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.4% |
$3.63K - $4.65K
|
1.27K
$999K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
5+ 0.18% |
$3.63K - $4.65K
|
2.78K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.34% |
$3.63K - $4.65K
|
1.48K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5+ 0.71% |
$3.63K - $4.65K
|
714
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.1% |
$3.63K - $4.65K
|
460
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5+ 0.18% |
$3.63K - $4.65K
|
2.81K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.25% |
$3.63K - $4.65K
|
1.97K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
5+ 0.07% |
$3.63K - $4.65K
|
7.05K
$5.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.53% |
$3.63K - $4.65K
|
947
$745K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.45% |
$3.63K - $4.65K
|
1.12K
$881K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 31.25% |
$3.63K - $4.65K
|
21
$16.5K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
5+ 1.43% |
$3.63K - $4.65K
|
355
$279K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5+ 0.76% |
$3.63K - $4.65K
|
659
$519K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
5+ 0.56% |
$3.63K - $4.65K
|
890
$700K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 20.0% |
$3.63K - $4.65K
|
30
$23.6K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.51% |
$3.63K - $4.65K
|
991
$780K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 0.19% |
$3.63K - $4.65K
|
2.67K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5+ 1.27% |
$3.63K - $4.65K
|
400
$315K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.27% |
$3.63K - $4.65K
|
1.84K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
5+ 1.03% |
$3.63K - $4.65K
|
490
$386K
|