Purchases and Sales Made in Q2 2025 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
430New |
$307K - $387K
|
430
$338K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
426+ 0.6% |
$304K - $383K
|
71.9K
$56.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
397+ 25.32% |
$283K - $357K
|
1.97K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
381+ 34.39% |
$272K - $342K
|
1.49K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
376+ 10.39% |
$268K - $338K
|
3.99K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
372New |
$266K - $334K
|
372
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
364+ 65.23% |
$260K - $327K
|
922
$726K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
317+ 66.18% |
$226K - $285K
|
796
$626K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
314+ 1.15% |
$224K - $282K
|
27.6K
$21.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
313+ 10.75% |
$223K - $281K
|
3.22K
$2.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
295+ 1.38% |
$211K - $265K
|
21.7K
$17.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
291+ 7.13% |
$208K - $262K
|
4.37K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
286New |
$204K - $257K
|
286
$225K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
285+ 6.76% |
$203K - $256K
|
4.5K
$3.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
277+ 5.63% |
$198K - $249K
|
5.19K
$4.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
274+ 20.6% |
$196K - $246K
|
1.6K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
271+ 3.95% |
$193K - $244K
|
7.14K
$5.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
270+ 2.71% |
$193K - $243K
|
10.2K
$8.04M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
258New |
$184K - $232K
|
258
$203K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
244+ 2.15% |
$174K - $219K
|
11.6K
$9.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
239+ 1.74% |
$171K - $215K
|
14K
$11M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
233+ 21.59% |
$166K - $209K
|
1.31K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
225+ 4.95% |
$161K - $202K
|
4.77K
$3.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
219+ 1.32% |
$156K - $197K
|
16.8K
$13.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
211+ 4.54% |
$151K - $190K
|
4.86K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
211+ 9.84% |
$151K - $190K
|
2.36K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
205+ 259.49% |
$146K - $184K
|
284
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
202+ 18.41% |
$144K - $182K
|
1.3K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
200+ 18.43% |
$143K - $180K
|
1.29K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
199+ 3.04% |
$142K - $179K
|
6.74K
$5.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
197+ 3.33% |
$141K - $177K
|
6.12K
$4.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
196+ 16.7% |
$140K - $176K
|
1.37K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
192+ 13.29% |
$137K - $173K
|
1.64K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
179+ 10.19% |
$128K - $161K
|
1.94K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
176+ 2.5% |
$126K - $158K
|
7.21K
$5.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
174+ 8.7% |
$124K - $156K
|
2.17K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
168+ 3.48% |
$120K - $151K
|
5K
$3.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
165+ 1.34% |
$118K - $148K
|
12.5K
$9.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
162+ 5.33% |
$116K - $146K
|
3.2K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
160+ 7.98% |
$114K - $144K
|
2.17K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
153+ 14.85% |
$109K - $138K
|
1.18K
$931K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
150+ 4.72% |
$107K - $135K
|
3.33K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
131+ 10.19% |
$93.5K - $118K
|
1.42K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
128+ 23.06% |
$91.4K - $115K
|
683
$537K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
109+ 12.6% |
$77.8K - $98K
|
974
$766K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
105+ 6.03% |
$74.9K - $94.4K
|
1.85K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
100+ 7.14% |
$71.4K - $89.9K
|
1.5K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
90+ 3.32% |
$64.2K - $80.9K
|
2.8K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
89+ 3.2% |
$63.5K - $80K
|
2.87K
$2.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
85+ 7.31% |
$60.7K - $76.4K
|
1.25K
$981K
|