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 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-203- 3.49% |
$147K - $189K
|
5.61K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-203- 11.89% |
$147K - $189K
|
1.51K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-204- 39.16% |
$148K - $190K
|
317
$249K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-204- 5.96% |
$148K - $190K
|
3.22K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-204- 1.47% |
$148K - $190K
|
13.7K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-205- 1.61% |
$149K - $191K
|
12.5K
$9.85M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-206- 7.71% |
$149K - $192K
|
2.47K
$1.94M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-206- 1.06% |
$149K - $192K
|
19.3K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-207- 0.96% |
$150K - $192K
|
21.3K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-208- 7.86% |
$151K - $193K
|
2.44K
$1.92M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-213- 10.94% |
$155K - $198K
|
1.73K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-213- 8.0% |
$155K - $198K
|
2.45K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-214- 3.35% |
$155K - $199K
|
6.17K
$4.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-215- 7.53% |
$156K - $200K
|
2.64K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-215- 5.51% |
$156K - $200K
|
3.69K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-215- 16.92% |
$156K - $200K
|
1.06K
$831K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-216- 3.49% |
$157K - $201K
|
5.98K
$4.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-217- 0.83% |
$157K - $202K
|
25.9K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-217- 6.6% |
$157K - $202K
|
3.07K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-218- 9.82% |
$158K - $203K
|
2K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-218- 24.55% |
$158K - $203K
|
670
$527K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-219- 1.11% |
$159K - $204K
|
19.6K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-220- 6.44% |
$160K - $205K
|
3.19K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-220- 0.75% |
$160K - $205K
|
29.2K
$23M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-220- 1.7% |
$160K - $205K
|
12.7K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-221- 28.93% |
$160K - $205K
|
543
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-222- 1.65% |
$161K - $206K
|
13.2K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-224- 1.84% |
$163K - $208K
|
11.9K
$9.39M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-227- 2.28% |
$165K - $211K
|
9.73K
$7.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-229- 8.35% |
$166K - $213K
|
2.51K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-230- 12.46% |
$167K - $214K
|
1.62K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-231- 6.46% |
$168K - $215K
|
3.35K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-232- 2.37% |
$168K - $216K
|
9.54K
$7.51M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-232- 36.08% |
$168K - $216K
|
411
$323K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-234- 14.35% |
$170K - $218K
|
1.4K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-236- 3.1% |
$171K - $219K
|
7.39K
$5.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-237- 2.51% |
$172K - $220K
|
9.19K
$7.23M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-241- 1.69% |
$175K - $224K
|
14K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-242- 20.83% |
$176K - $225K
|
920
$724K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-243- 7.17% |
$176K - $226K
|
3.15K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-244- 38.98% |
$177K - $227K
|
382
$301K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-246- 6.99% |
$179K - $229K
|
3.27K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-247- 2.87% |
$179K - $230K
|
8.37K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-249- 10.72% |
$181K - $232K
|
2.07K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-249- 4.77% |
$181K - $232K
|
4.97K
$3.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-250- 41.67% |
$181K - $232K
|
350
$275K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250- 17.74% |
$181K - $232K
|
1.16K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-251- 33.11% |
$182K - $233K
|
507
$399K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-251- 16.95% |
$182K - $233K
|
1.23K
$968K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-255- 17.14% |
$185K - $237K
|
1.23K
$970K
|