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 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
10+ 2.18% |
$7.14K - $8.99K
|
469
$369K
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9+ 2.47% |
$6.42K - $8.09K
|
373
$294K
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
8+ 1.95% |
$5.71K - $7.19K
|
418
$329K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.89% |
$4.28K - $5.39K
|
682
$537K
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
6+ 2.01% |
$4.28K - $5.39K
|
305
$240K
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
5+ 0.2% |
$3.57K - $4.49K
|
2.47K
$1.94M
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
5New |
$3.57K - $4.49K
|
5
$3.93K
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5+ 1.95% |
$3.57K - $4.49K
|
261
$205K
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
4+ 0.47% |
$2.85K - $3.6K
|
861
$678K
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4+ 1.36% |
$2.85K - $3.6K
|
299
$235K
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
4+ 0.33% |
$2.85K - $3.6K
|
1.2K
$944K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.27% |
$2.85K - $3.6K
|
1.5K
$1.18M
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3+ 0.6% |
$2.14K - $2.7K
|
505
$397K
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3+ 0.07% |
$2.14K - $2.7K
|
4.27K
$3.36M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2+ 0.06% |
$1.43K - $1.8K
|
3.2K
$2.51M
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.28% |
$1.43K - $1.8K
|
709
$558K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.23% |
$714 - $899
|
437
$344K
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.32% |
$714 - $899
|
313
$246K
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.17% |
$714 - $899
|
579
$456K
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-1- 0.19% |
$714 - $899
|
537
$423K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.15% |
$714 - $899
|
669
$526K
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2- 0.26% |
$1.43K - $1.8K
|
768
$604K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2- 0.39% |
$1.43K - $1.8K
|
514
$404K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2- 0.46% |
$1.43K - $1.8K
|
429
$338K
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2- 0.56% |
$1.43K - $1.8K
|
356
$280K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-2- 0.49% |
$1.43K - $1.8K
|
410
$323K
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3- 0.77% |
$2.14K - $2.7K
|
385
$303K
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-3- 8.82% |
$2.14K - $2.7K
|
31
$24.4K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.12% |
$2.85K - $3.6K
|
3.2K
$2.52M
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-6- 0.31% |
$4.28K - $5.39K
|
1.96K
$1.54M
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$5K - $6.29K
|
16.3K
$12.8M
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-7- 1.17% |
$5K - $6.29K
|
592
$466K
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-8- 2.52% |
$5.71K - $7.19K
|
310
$244K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 0.09% |
$6.42K - $8.09K
|
10.1K
$7.96M
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.67% |
$7.14K - $8.99K
|
1.47K
$1.16M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 1.39% |
$7.14K - $8.99K
|
711
$560K
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 1.17% |
$7.14K - $8.99K
|
845
$665K
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-11- 0.67% |
$7.85K - $9.89K
|
1.64K
$1.29M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-12- 20.34% |
$8.56K - $10.8K
|
47
$37K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-13- 4.69% |
$9.28K - $11.7K
|
264
$208K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-14- 0.1% |
$9.99K - $12.6K
|
13.4K
$10.5M
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-14- 0.24% |
$9.99K - $12.6K
|
5.8K
$4.56M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 0.95% |
$10.7K - $13.5K
|
1.56K
$1.23M
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-16- 5.32% |
$11.4K - $14.4K
|
285
$224K
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-16- 1.32% |
$11.4K - $14.4K
|
1.19K
$940K
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 4.07% |
$12.1K - $15.3K
|
401
$316K
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-20- 1.88% |
$14.3K - $18K
|
1.04K
$822K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-22- 4.05% |
$15.7K - $19.8K
|
521
$410K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-25- 3.77% |
$17.8K - $22.5K
|
639
$503K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-25- 2.31% |
$17.8K - $22.5K
|
1.06K
$833K
|