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 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-19- 6.23% |
$13.8K - $17.7K
|
286
$225K
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-19- 4.63% |
$13.8K - $17.7K
|
391
$308K
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-20- 1.95% |
$14.5K - $18.6K
|
1.01K
$791K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 19.8% |
$14.5K - $18.6K
|
81
$63.7K
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-20- 1.85% |
$14.5K - $18.6K
|
1.06K
$834K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-20- 4.18% |
$14.5K - $18.6K
|
459
$361K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20- 1.59% |
$14.5K - $18.6K
|
1.24K
$976K
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-20- 0.96% |
$14.5K - $18.6K
|
2.06K
$1.62M
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-20- 1.89% |
$14.5K - $18.6K
|
1.04K
$819K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-21- 1.01% |
$15.2K - $19.5K
|
2.05K
$1.61M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-21- 0.77% |
$15.2K - $19.5K
|
2.7K
$2.12M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-21- 0.33% |
$15.2K - $19.5K
|
6.39K
$5.03M
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-21- 4.76% |
$15.2K - $19.5K
|
420
$331K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-21- 1.55% |
$15.2K - $19.5K
|
1.33K
$1.05M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-21- 4.32% |
$15.2K - $19.5K
|
465
$366K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-22- 5.53% |
$16K - $20.5K
|
376
$296K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-22- 0.19% |
$16K - $20.5K
|
11.8K
$9.28M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 2.64% |
$16K - $20.5K
|
812
$639K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-22- 11.46% |
$16K - $20.5K
|
170
$134K
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-23- 5.48% |
$16.7K - $21.4K
|
397
$312K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-23- 2.58% |
$16.7K - $21.4K
|
867
$682K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-23- 4.32% |
$16.7K - $21.4K
|
509
$401K
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-23- 1.18% |
$16.7K - $21.4K
|
1.93K
$1.52M
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-23- 7.06% |
$16.7K - $21.4K
|
303
$238K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-23- 0.42% |
$16.7K - $21.4K
|
5.4K
$4.25M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-24- 7.36% |
$17.4K - $22.3K
|
302
$238K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-24- 2.65% |
$17.4K - $22.3K
|
883
$695K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-24- 4.77% |
$17.4K - $22.3K
|
479
$377K
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-24- 0.71% |
$17.4K - $22.3K
|
3.34K
$2.63M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-24- 0.75% |
$17.4K - $22.3K
|
3.17K
$2.49M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24- 0.96% |
$17.4K - $22.3K
|
2.47K
$1.94M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24- 0.06% |
$17.4K - $22.3K
|
38.3K
$30.1M
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-24- 2.21% |
$17.4K - $22.3K
|
1.06K
$836K
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.31% |
$18.1K - $23.2K
|
1.06K
$832K
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 8.28% |
$18.1K - $23.2K
|
277
$218K
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-25- 1.09% |
$18.1K - $23.2K
|
2.26K
$1.78M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 3.38% |
$18.1K - $23.2K
|
714
$562K
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-25- 1.61% |
$18.1K - $23.2K
|
1.53K
$1.2M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-25- 2.79% |
$18.1K - $23.2K
|
870
$685K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-25- 3.86% |
$18.1K - $23.2K
|
622
$489K
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 2.25% |
$18.1K - $23.2K
|
1.09K
$855K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-25- 45.45% |
$18.1K - $23.2K
|
30
$23.6K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-25- 7.72% |
$18.1K - $23.2K
|
299
$235K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-26- 7.54% |
$18.9K - $24.2K
|
319
$251K
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-26- 2.06% |
$18.9K - $24.2K
|
1.24K
$974K
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-26- 1.55% |
$18.9K - $24.2K
|
1.65K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-26- 6.0% |
$18.9K - $24.2K
|
407
$320K
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-26- 4.79% |
$18.9K - $24.2K
|
517
$407K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-26- 2.96% |
$18.9K - $24.2K
|
852
$670K
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-26- 0.81% |
$18.9K - $24.2K
|
3.18K
$2.5M
|