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 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 505.95% |
$988K - $1.27M
|
1.63K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.36KNew |
$987K - $1.26M
|
1.36K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.36K+ 16.65% |
$986K - $1.26M
|
9.51K
$7.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 11.29% |
$946K - $1.21M
|
12.9K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1.3K+ 643.56% |
$943K - $1.21M
|
1.5K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.3K+ 22.11% |
$943K - $1.21M
|
7.18K
$5.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
1.28K+ 6.88% |
$931K - $1.19M
|
19.9K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.28K+ 218.4% |
$930K - $1.19M
|
1.87K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.27K+ 18.11% |
$922K - $1.18M
|
8.28K
$6.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.27K+ 34.92% |
$919K - $1.18M
|
4.89K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.27K+ 13.69% |
$918K - $1.18M
|
10.5K
$8.63M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.25K+ 48.19% |
$908K - $1.16M
|
3.85K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.23K+ 69.85% |
$891K - $1.14M
|
2.99K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.21KNew |
$880K - $1.13M
|
1.21K
$996K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.2K+ 24.55% |
$874K - $1.12M
|
6.11K
$5.02M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.2K+ 3.39% |
$869K - $1.11M
|
36.5K
$30M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$867K - $1.11M
|
1.19K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.18K+ 7.13% |
$858K - $1.1M
|
17.8K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.18K+ 220.83% |
$854K - $1.09M
|
1.71K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.17K+ 5.96% |
$845K - $1.08M
|
20.7K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.15K+ 45.45% |
$837K - $1.07M
|
3.69K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.15KNew |
$836K - $1.07M
|
1.15K
$946K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.14K+ 48.8% |
$829K - $1.06M
|
3.49K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.13K+ 12.91% |
$823K - $1.05M
|
9.92K
$8.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.13K+ 1.05% |
$816K - $1.05M
|
108K
$88.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.12K+ 30.32% |
$813K - $1.04M
|
4.81K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.11K+ 17.3% |
$808K - $1.03M
|
7.55K
$6.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.11K+ 17.97% |
$807K - $1.03M
|
7.3K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 0.68% |
$800K - $1.03M
|
163K
$134M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.1K+ 151.52% |
$798K - $1.02M
|
1.83K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.1K+ 1.62% |
$798K - $1.02M
|
68.8K
$56.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.09K+ 104.2% |
$792K - $1.02M
|
2.14K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
1.08K+ 7.52% |
$784K - $1M
|
15.4K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 4.06% |
$781K - $1M
|
27.6K
$22.7M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.06K+ 13.09% |
$766K - $981K
|
9.11K
$7.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.05KNew |
$760K - $973K
|
1.05K
$860K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 154.96% |
$759K - $972K
|
1.72K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 8.79% |
$758K - $972K
|
12.9K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.04K+ 32.15% |
$756K - $969K
|
4.28K
$3.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.03K+ 15.9% |
$745K - $955K
|
7.49K
$6.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.02KNew |
$737K - $944K
|
1.02K
$834K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.01K+ 2.08% |
$732K - $937K
|
49.6K
$40.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.01K+ 9.11% |
$731K - $936K
|
12.1K
$9.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 84.17% |
$729K - $934K
|
2.2K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
997+ 27.79% |
$724K - $927K
|
4.59K
$3.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
993+ 79.25% |
$721K - $923K
|
2.25K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
986+ 34.52% |
$716K - $917K
|
3.84K
$3.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
982+ 13.28% |
$713K - $913K
|
8.37K
$6.88M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
963+ 5.04% |
$699K - $895K
|
20.1K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
942New |
$684K - $876K
|
942
$774K
|