SEC 13F Intelligence

Sheaff Brock Investment Advisors, LLC / LLY

Sheaff Brock Investment Advisors, LLC’s Eli Lilly & Co Position

Does Sheaff Brock Investment Advisors, LLC own Eli Lilly & Co (LLY)? Yes — 31.1K shares worth $26M (+2.36% of its 13F portfolio) as of Q1 2025, down from 32.2K shares the prior filed quarter.

Position Value
$26M
Q1 2025
Shares
31.1K
% of Portfolio
+2.36%
Quarters Held
26
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $13MQ3 ’21: $12MQ4 ’21: $14MQ4 ’21Q1 ’22: $15MQ2 ’22: $16MQ3 ’22: $15MQ4 ’22: $16MQ4 ’22Q1 ’23: $15MQ2 ’23: $20MQ3 ’23: $20MQ4 ’23: $21MQ4 ’23Q1 ’24: $28MQ2 ’24: $31MQ3 ’24: $28MQ4 ’24: $25MQ4 ’24Q1 ’25: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202531.1K$26M+2.36%
Q4 202432.2K$25M+2.16%
Q3 202432.0K$28M+2.48%
Q2 202434.5K$31M+2.89%
Q1 202436.6K$28M+1.79%
Q4 202336.4K$21M+1.64%
Q3 202337.0K$20M+1.80%
Q2 202342.0K$20M+1.66%
Q1 202344.1K$15M+1.39%
Q4 202243.8K$16M+1.58%
Q3 202245.5K$15M+1.58%
Q2 202249.3K$16M+1.33%
Q1 202252.3K$15M+1.04%
Q4 202151.8K$14M+0.97%
Q3 202150.2K$12M+0.86%
Q2 202154.8K$13M+0.91%
Q1 202153.6K$10M+0.80%
Q4 202053.1K$9M+0.75%
Q3 202053.2K$8M+0.73%
Q2 202025.0K$4M+0.41%
Q1 202025.5K$4M+0.47%
Q4 201926.7K$4M+0.34%
Q3 201925.4K$3M+0.31%
Q2 201926.6K$3M+0.32%
Q1 201929.0K$4M+0.46%
Q4 201828.5K$3M+0.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sheaff Brock Investment Advisors, LLC’s full portfolio or all institutional holders of LLY.