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 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
350+ 3.82% |
$254K - $325K
|
9.51K
$7.81M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
349+ 47.87% |
$253K - $324K
|
1.08K
$886K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
348+ 12.38% |
$253K - $324K
|
3.16K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
348New |
$253K - $324K
|
348
$286K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
348+ 0.07% |
$253K - $324K
|
526K
$432M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
347+ 6.66% |
$252K - $323K
|
5.56K
$4.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
345New |
$250K - $321K
|
345
$283K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
345+ 48.25% |
$250K - $321K
|
1.06K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
344+ 2.67% |
$250K - $320K
|
13.2K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
342+ 31.75% |
$248K - $318K
|
1.42K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
340+ 7.32% |
$247K - $316K
|
4.99K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
340+ 118.06% |
$247K - $316K
|
628
$516K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
340+ 23.26% |
$247K - $316K
|
1.8K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
339New |
$246K - $315K
|
339
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
338+ 37.02% |
$245K - $314K
|
1.25K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
338+ 10.14% |
$245K - $314K
|
3.67K
$3.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
337+ 10.42% |
$245K - $313K
|
3.57K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
335+ 11.7% |
$243K - $311K
|
3.2K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
335New |
$243K - $311K
|
335
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
333+ 20.89% |
$242K - $310K
|
1.93K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
333+ 1.78% |
$242K - $310K
|
19.1K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
327+ 13.97% |
$237K - $304K
|
2.67K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
326+ 1.4% |
$237K - $303K
|
23.6K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
325+ 303.74% |
$236K - $302K
|
432
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
323+ 8.84% |
$234K - $300K
|
3.98K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
321+ 1.45% |
$233K - $298K
|
22.5K
$18.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
320+ 59.81% |
$232K - $298K
|
855
$702K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
320New |
$232K - $298K
|
320
$263K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
319+ 8.34% |
$232K - $297K
|
4.14K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
318+ 25.24% |
$231K - $296K
|
1.58K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
317New |
$230K - $295K
|
317
$260K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
316New |
$229K - $294K
|
316
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
315+ 3.48% |
$229K - $293K
|
9.37K
$7.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
315+ 2.93% |
$229K - $293K
|
11.1K
$9.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
314New |
$228K - $292K
|
314
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
314New |
$228K - $292K
|
314
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
310+ 12.91% |
$225K - $288K
|
2.71K
$2.23M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
309+ 9.34% |
$224K - $287K
|
3.62K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
309+ 12.48% |
$224K - $287K
|
2.78K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
309+ 7.01% |
$224K - $287K
|
4.72K
$3.87M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
309+ 19.31% |
$224K - $287K
|
1.91K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
307+ 13.79% |
$223K - $285K
|
2.53K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
307+ 29.55% |
$223K - $285K
|
1.35K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
306+ 37.92% |
$222K - $284K
|
1.11K
$914K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
305+ 3.07% |
$221K - $284K
|
10.2K
$8.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
305New |
$221K - $284K
|
305
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
304+ 6.71% |
$221K - $283K
|
4.83K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
302+ 1.11% |
$219K - $281K
|
27.5K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
301+ 113.16% |
$218K - $280K
|
567
$466K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
300New |
$218K - $279K
|
300
$246K
|