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 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
483+ 10.12% |
$351K - $449K
|
5.26K
$4.32M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
477+ 37.86% |
$346K - $443K
|
1.74K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
477+ 1.78% |
$346K - $443K
|
27.3K
$22.5M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
474New |
$344K - $441K
|
474
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
472+ 0.87% |
$343K - $439K
|
54.7K
$44.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
469+ 120.26% |
$340K - $436K
|
859
$706K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
468+ 12.89% |
$340K - $435K
|
4.1K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
468+ 15.55% |
$340K - $435K
|
3.48K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
466+ 13.68% |
$338K - $433K
|
3.87K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
461New |
$335K - $429K
|
461
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
460New |
$334K - $428K
|
460
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
456+ 0.81% |
$331K - $424K
|
56.7K
$46.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
456+ 2.5% |
$331K - $424K
|
18.7K
$15.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
452New |
$328K - $420K
|
452
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
451+ 2.72% |
$327K - $419K
|
17K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
448New |
$325K - $417K
|
448
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
440New |
$319K - $409K
|
440
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
440New |
$319K - $409K
|
440
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
435+ 5.3% |
$316K - $404K
|
8.65K
$7.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
421+ 1.43% |
$306K - $391K
|
29.8K
$24.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
421+ 85.4% |
$306K - $391K
|
914
$751K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
419New |
$304K - $390K
|
419
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
416+ 100.48% |
$302K - $387K
|
830
$682K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
415+ 134.3% |
$301K - $386K
|
724
$595K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
409+ 3.04% |
$297K - $380K
|
13.9K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
407New |
$295K - $378K
|
407
$334K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
405+ 1.42% |
$294K - $377K
|
29K
$23.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
400New |
$290K - $372K
|
400
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
396+ 53.23% |
$287K - $368K
|
1.14K
$936K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
394+ 4.3% |
$286K - $366K
|
9.57K
$7.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
393+ 1.44% |
$285K - $365K
|
27.7K
$22.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
388+ 5.98% |
$282K - $361K
|
6.88K
$5.65M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
388+ 4.46% |
$282K - $361K
|
9.09K
$7.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
386New |
$280K - $359K
|
386
$317K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
386+ 146.77% |
$280K - $359K
|
649
$533K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
385+ 68.75% |
$279K - $358K
|
945
$776K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
381+ 44.41% |
$276K - $354K
|
1.24K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
381New |
$276K - $354K
|
381
$313K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
381New |
$276K - $354K
|
381
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
378New |
$274K - $351K
|
378
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
377+ 4.89% |
$274K - $351K
|
8.08K
$6.64M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
375New |
$272K - $349K
|
375
$308K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
369+ 17.04% |
$268K - $343K
|
2.53K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
369+ 7.76% |
$268K - $343K
|
5.13K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
367+ 1.45% |
$266K - $341K
|
25.7K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
362+ 60.33% |
$263K - $337K
|
962
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
358+ 7.12% |
$260K - $333K
|
5.39K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
357New |
$259K - $332K
|
357
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
357+ 2.89% |
$259K - $332K
|
12.7K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
355+ 53.46% |
$258K - $330K
|
1.02K
$837K
|