Sheaff Brock Investment Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$25.7M Sell
31,149
-1,091
-3% -$908K 2.36% 3
2024
Q4
$24.9M Buy
32,240
+230
+0.7% +$190K 2.16% 4
2024
Q3
$28.4M Sell
32,010
-2,447
-7% -$2.2M 2.48% 3
2024
Q2
$31.2M Sell
34,457
-2,128
-6% -$1.7M 2.89% 3
2024
Q1
$28.5M Buy
36,585
+163
+0.4% +$116K 1.79% 4
2023
Q4
$21.2M Sell
36,422
-562
-2% -$328K 1.64% 5
2023
Q3
$19.9M Sell
36,984
-4,977
-12% -$2.56M 1.8% 5
2023
Q2
$19.7M Sell
41,961
-2,124
-5% -$891K 1.66% 5
2023
Q1
$15.1M Buy
44,085
+333
+0.8% +$112K 1.39% 6
2022
Q4
$16M Sell
43,752
-1,779
-4% -$631K 1.58% 6
2022
Q3
$14.7M Sell
45,531
-3,721
-8% -$1.18M 1.58% 5
2022
Q2
$16M Sell
49,252
-3,093
-6% -$928K 1.33% 5
2022
Q1
$15M Buy
52,345
+571
+1% +$147K 1.04% 9
2021
Q4
$14.3M Buy
51,774
+1,612
+3% +$409K 0.96% 9
2021
Q3
$11.6M Sell
50,162
-4,665
-9% -$1.15M 0.85% 12
2021
Q2
$12.6M Buy
54,827
+1,183
+2% +$238K 0.91% 10
2021
Q1
$10M Buy
53,644
+554
+1% +$108K 0.79% 13
2020
Q4
$8.96M Sell
53,090
-125
-0.2% -$18.7K 0.75% 16
2020
Q3
$7.88M Buy
53,215
+28,248
+113% +$4.37M 0.73% 16
2020
Q2
$4.1M Sell
24,967
-518
-2% -$79.5K 0.41% 49
2020
Q1
$3.54M Sell
25,485
-1,245
-5% -$171K 0.47% 46
2019
Q4
$3.51M Buy
26,730
+1,344
+5% +$156K 0.34% 59
2019
Q3
$2.84M Sell
25,386
-1,263
-5% -$141K 0.31% 60
2019
Q2
$2.95M Sell
26,649
-2,367
-8% -$279K 0.32% 61
2019
Q1
$3.77M Buy
29,016
+513
+2% +$62.4K 0.46% 53
2018
Q4
$3.3M Buy
28,503
+2,464
+9% +$275K 0.52% 54
2018
Q3
$2.79M Sell
26,039
-14,518
-36% -$1.45M 0.26% 71
2018
Q2
$3.46M Sell
40,557
-944
-2% -$77.5K 0.34% 59
2018
Q1
$3.21M Buy
41,501
+9,299
+29% +$749K 0.33% 61
2017
Q4
$2.72M Sell
32,202
-2,275
-7% -$194K 0.35% 64
2017
Q3
$2.95M Buy
34,477
+1,527
+5% +$125K 0.39% 61
2017
Q2
$2.71M Sell
32,950
-1,567
-5% -$128K 0.36% 61
2017
Q1
$2.9M Buy
34,517
+623
+2% +$49.9K 0.38% 62
2016
Q4
$2.49M Buy
33,894
+673
+2% +$50.1K 0.32% 72
2016
Q3
$2.67M Sell
33,221
-2,381
-7% -$191K 0.36% 65
2016
Q2
$2.8M Buy
35,602
+711
+2% +$53.5K 0.36% 64
2016
Q1
$2.51M Buy
34,891
+763
+2% +$57.7K 0.31% 67
2015
Q4
$2.88M Buy
+34,128
New +$2.83M 0.33% 66

Other funds holding LLY

Sheaff Brock Investment Advisors's LLY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Eli Lilly (LLY) stake by 3.4% in Q1 2025, selling an estimated $908K and leaving 31,149 shares worth $25.7M. The position accounts for 2.36% of the portfolio, ranked #3.

Sheaff Brock Investment Advisors first reported a position in LLY in Q4 2015 and has held it in 38 quarters since. The position peaked at $31.2M in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Sheaff Brock Investment Advisors held 31,149 shares of Eli Lilly worth $25.7M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 1,091 Eli Lilly shares in Q1 2025, an estimated $908K.
  • Eli Lilly made up 2.36% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #3 holding.
  • Sheaff Brock Investment Advisors first reported a position in Eli Lilly in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Eli Lilly position peaked at $31.2M in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.