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 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
646+ 3.96% |
$469K - $601K
|
16.9K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
645+ 15.73% |
$468K - $600K
|
4.75K
$3.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
644+ 26.24% |
$467K - $599K
|
3.1K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
644+ 3.96% |
$467K - $599K
|
16.9K
$13.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
641+ 6.67% |
$465K - $596K
|
10.3K
$8.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
637+ 8.29% |
$462K - $592K
|
8.32K
$6.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
635+ 20.56% |
$461K - $590K
|
3.72K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
633+ 129.18% |
$459K - $589K
|
1.12K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
632+ 9.24% |
$459K - $588K
|
7.47K
$6.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
630+ 91.04% |
$457K - $586K
|
1.32K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
629+ 10.44% |
$456K - $585K
|
6.66K
$5.47M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
615+ 66.99% |
$446K - $572K
|
1.53K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
611+ 11.92% |
$443K - $568K
|
5.74K
$4.71M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
610+ 122.49% |
$443K - $567K
|
1.11K
$910K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
603New |
$438K - $561K
|
603
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
590New |
$428K - $549K
|
590
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
589+ 6.69% |
$427K - $548K
|
9.39K
$7.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
588+ 13.95% |
$427K - $547K
|
4.8K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
588New |
$427K - $547K
|
588
$483K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
583+ 2.4% |
$423K - $542K
|
24.9K
$20.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
581+ 0.53% |
$422K - $540K
|
111K
$91.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
580+ 82.27% |
$421K - $539K
|
1.29K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
580New |
$421K - $539K
|
580
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
578+ 17.72% |
$419K - $537K
|
3.84K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
575+ 9.14% |
$417K - $535K
|
6.87K
$5.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
574+ 35.74% |
$417K - $534K
|
2.18K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
571+ 3.73% |
$414K - $531K
|
15.9K
$13M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
570+ 18.77% |
$414K - $530K
|
3.61K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
557+ 34.0% |
$404K - $518K
|
2.2K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
555+ 30.88% |
$403K - $516K
|
2.35K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
554+ 4.33% |
$402K - $515K
|
13.3K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
538+ 11.2% |
$390K - $500K
|
5.34K
$4.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
533+ 5.41% |
$387K - $496K
|
10.4K
$8.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
533+ 10.41% |
$387K - $496K
|
5.65K
$4.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
531+ 9.62% |
$385K - $494K
|
6.05K
$4.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
530+ 14.93% |
$385K - $493K
|
4.08K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
528+ 6.39% |
$383K - $491K
|
8.8K
$7.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
527+ 23.07% |
$382K - $490K
|
2.81K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
523+ 114.69% |
$380K - $486K
|
979
$804K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
521+ 8.61% |
$378K - $484K
|
6.57K
$5.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
519+ 3.67% |
$377K - $483K
|
14.7K
$12M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
515+ 8.56% |
$374K - $479K
|
6.53K
$5.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
514New |
$373K - $478K
|
514
$422K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
511+ 5.75% |
$371K - $475K
|
9.4K
$7.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
504+ 100.2% |
$366K - $469K
|
1.01K
$827K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
497+ 5.68% |
$361K - $462K
|
9.25K
$7.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
497New |
$361K - $462K
|
497
$408K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
494+ 13.31% |
$359K - $459K
|
4.21K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
485+ 112.53% |
$352K - $451K
|
916
$752K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
484+ 8.81% |
$351K - $450K
|
5.98K
$4.91M
|