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
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
918+ 302.97% |
$666K - $853K
|
1.22K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
917+ 15.0% |
$665K - $853K
|
7.03K
$5.78M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
917+ 10.84% |
$665K - $853K
|
9.38K
$7.7M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
896+ 2.49% |
$650K - $833K
|
36.9K
$30.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
892+ 16.44% |
$647K - $829K
|
6.32K
$5.19M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
885New |
$642K - $823K
|
885
$727K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
876+ 14.39% |
$636K - $814K
|
6.96K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
875+ 26.5% |
$635K - $814K
|
4.18K
$3.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
857+ 2.33% |
$622K - $797K
|
37.7K
$31M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
851+ 2.72% |
$618K - $791K
|
32.1K
$26.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
848+ 2.57% |
$615K - $788K
|
33.8K
$27.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
841+ 15.96% |
$610K - $782K
|
6.11K
$5.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
829+ 8.51% |
$602K - $771K
|
10.6K
$8.69M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
828+ 5.39% |
$601K - $770K
|
16.2K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
824+ 8.59% |
$598K - $766K
|
10.4K
$8.56M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
820+ 10.04% |
$595K - $762K
|
8.99K
$7.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
816+ 78.46% |
$592K - $759K
|
1.86K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
811+ 5.11% |
$589K - $754K
|
16.7K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
804+ 13.68% |
$583K - $747K
|
6.68K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
796+ 13.43% |
$578K - $740K
|
6.72K
$5.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
794+ 68.04% |
$576K - $738K
|
1.96K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
792+ 15.92% |
$575K - $736K
|
5.77K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
786+ 35.57% |
$570K - $731K
|
3K
$2.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
785+ 26.39% |
$570K - $730K
|
3.76K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
783+ 3.9% |
$568K - $728K
|
20.9K
$17.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
782+ 7.81% |
$568K - $727K
|
10.8K
$8.87M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
778+ 129.88% |
$565K - $723K
|
1.38K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
777+ 14.14% |
$564K - $722K
|
6.27K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
776+ 10.81% |
$563K - $721K
|
7.96K
$6.53M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
776+ 97.24% |
$563K - $721K
|
1.57K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
752+ 65.68% |
$546K - $699K
|
1.9K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
741+ 37.73% |
$538K - $689K
|
2.71K
$2.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
738+ 203.31% |
$536K - $686K
|
1.1K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
731+ 0.72% |
$531K - $680K
|
103K
$84.4M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
719+ 99.31% |
$522K - $668K
|
1.44K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
712+ 3.19% |
$517K - $662K
|
23K
$18.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
710+ 6.1% |
$515K - $660K
|
12.3K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
707New |
$513K - $657K
|
707
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
705New |
$512K - $655K
|
705
$579K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
703+ 4.06% |
$510K - $654K
|
18K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
693+ 4.02% |
$503K - $644K
|
18K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
689+ 12.15% |
$500K - $641K
|
6.36K
$5.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
685New |
$497K - $637K
|
685
$563K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
683+ 91.8% |
$496K - $635K
|
1.43K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
680+ 57.34% |
$493K - $632K
|
1.87K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
676+ 16.52% |
$491K - $628K
|
4.77K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
674+ 0.93% |
$489K - $627K
|
73.4K
$60.3M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
672+ 3.14% |
$488K - $625K
|
22.1K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
657+ 4.35% |
$477K - $611K
|
15.8K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
647+ 223.1% |
$470K - $602K
|
937
$770K
|