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 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-111- 5.42% |
$80.6K - $103K
|
1.94K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-112- 2.45% |
$81.3K - $104K
|
4.46K
$3.51M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-112- 4.07% |
$81.3K - $104K
|
2.64K
$2.08M
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-112- 17.69% |
$81.3K - $104K
|
521
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-113- 3.75% |
$82K - $105K
|
2.9K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-113- 7.17% |
$82K - $105K
|
1.46K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-113- 3.47% |
$82K - $105K
|
3.14K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-114- 7.9% |
$82.7K - $106K
|
1.33K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-114- 8.64% |
$82.7K - $106K
|
1.21K
$948K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-115- 3.81% |
$83.5K - $107K
|
2.91K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-115- 0.91% |
$83.5K - $107K
|
12.5K
$9.86M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-115- 6.71% |
$83.5K - $107K
|
1.6K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Perkins Capital Management Inc
|
SELL
|
- |
-115- 1.16% |
$83.5K - $107K
|
9.8K
$7.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-116- 3.48% |
$84.2K - $108K
|
3.21K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-116- 2.39% |
$84.2K - $108K
|
4.73K
$3.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-117- 8.5% |
$84.9K - $109K
|
1.26K
$992K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-117- 2.46% |
$84.9K - $109K
|
4.63K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-119- 1.24% |
$86.4K - $111K
|
9.49K
$7.47M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-119- 0.81% |
$86.4K - $111K
|
14.5K
$11.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-120- 2.6% |
$87.1K - $112K
|
4.5K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-120- 6.88% |
$87.1K - $112K
|
1.63K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-120- 13.2% |
$87.1K - $112K
|
789
$621K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-121- 1.74% |
$87.8K - $112K
|
6.83K
$5.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-122- 20.89% |
$88.5K - $113K
|
462
$364K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-122- 0.58% |
$88.5K - $113K
|
21.1K
$16.6M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-122- 3.61% |
$88.5K - $113K
|
3.26K
$2.56M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 1.04% |
$89.3K - $114K
|
11.7K
$9.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-124- 0.58% |
$90K - $115K
|
21.1K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 11.36% |
$90K - $115K
|
968
$762K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-124- 5.99% |
$90K - $115K
|
1.95K
$1.53M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-124- 20.0% |
$90K - $115K
|
496
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.43% |
$90.7K - $116K
|
5.02K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-125- 32.89% |
$90.7K - $116K
|
255
$201K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-125- 16.8% |
$90.7K - $116K
|
619
$487K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-125- 5.89% |
$90.7K - $116K
|
2K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-125- 1.66% |
$90.7K - $116K
|
7.43K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-125- 7.64% |
$90.7K - $116K
|
1.51K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-127- 7.47% |
$92.2K - $118K
|
1.57K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-127- 2.95% |
$92.2K - $118K
|
4.18K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-128- 3.74% |
$92.9K - $119K
|
3.3K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-128- 3.67% |
$92.9K - $119K
|
3.36K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-129- 3.56% |
$93.6K - $120K
|
3.5K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-130- 9.53% |
$94.3K - $121K
|
1.23K
$971K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-130- 12.86% |
$94.3K - $121K
|
881
$693K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-131- 3.35% |
$95.1K - $122K
|
3.78K
$2.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-131- 3.12% |
$95.1K - $122K
|
4.07K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-131- 11.53% |
$95.1K - $122K
|
1.01K
$791K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-132- 2.24% |
$95.8K - $123K
|
5.76K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-133- 0.73% |
$96.5K - $124K
|
18K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-133- 10.38% |
$96.5K - $124K
|
1.15K
$903K
|