Latest Institutional Transactions on Elevance Health, Inc. (ELV)
This table provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-160- 7.93% |
$59.6K - $72.4K
|
1.86K
$523K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-185- 11.94% |
$68.9K - $83.7K
|
1.37K
$384K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.3K+ 4.01% |
$1.23M - $1.49M
|
85.7K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-2.29K- 38.99% |
$851K - $1.03M
|
3.58K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 13.64% |
$23.5K - $28.5K
|
525
$148K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
355+ 4.33% |
$132K - $161K
|
8.56K
$2.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-631- 8.01% |
$235K - $286K
|
7.25K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.92K+ 47.23% |
$1.83M - $2.23M
|
15.4K
$4.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 16.13% |
$1.86K - $2.26K
|
26
$7.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.8% |
$223K - $272K
|
11.9K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$372 - $453
|
10
$2.81K
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
BUY
|
- |
9.7K+ 1.92% |
$3.61M - $4.39M
|
515K
$145M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 6.06% |
$745 - $905
|
35
$9.85K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
202+ 2.9% |
$75.2K - $91.4K
|
7.16K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-732- 10.15% |
$273K - $331K
|
6.48K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18+ 2.26% |
$6.7K - $8.15K
|
814
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-661- 49.74% |
$246K - $299K
|
668
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
118+ 1.09% |
$43.9K - $53.4K
|
11K
$3.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-48- 7.79% |
$17.9K - $21.7K
|
568
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
272+ 5.15% |
$101K - $123K
|
5.56K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.51% |
$1.49K - $1.81K
|
775
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-300- 8.16% |
$112K - $136K
|
3.38K
$950K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.74% |
$4.09K - $4.98K
|
1.51K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
178+ 10.44% |
$66.3K - $80.6K
|
1.88K
$530K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
521+ 34.5% |
$194K - $236K
|
2.03K
$572K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-17- 0.23% |
$6.33K - $7.7K
|
7.53K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
560New |
$208K - $254K
|
560
$158K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-401- 0.67% |
$149K - $182K
|
59.4K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1+ 0.04% |
$372 - $453
|
2.57K
$723K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$372 - $453
|
4
$1.13K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
45.7K+ 44.05% |
$17M - $20.7M
|
150K
$42.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-59- 0.37% |
$22K - $26.7K
|
15.9K
$4.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
700+ 5.74% |
$261K - $317K
|
12.9K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-551- 26.15% |
$205K - $249K
|
1.56K
$438K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 1.68% |
$1.49K - $1.81K
|
242
$68.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
50+ 1.96% |
$18.6K - $22.6K
|
2.6K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.16KNew |
$433K - $527K
|
1.16K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
55+ 6.94% |
$20.5K - $24.9K
|
847
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-216- 16.54% |
$80.4K - $97.8K
|
1.09K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67+ 2.28% |
$24.9K - $30.3K
|
3.01K
$846K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 75.0% |
$2.23K - $2.72K
|
14
$3.94K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
275+ 1.93% |
$102K - $124K
|
14.5K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.57K- 22.49% |
$1.7M - $2.07M
|
15.7K
$4.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61- 8.7% |
$22.7K - $27.6K
|
640
$180K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 2.85% |
$3.72K - $4.53K
|
341
$96K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.14K+ 62.65% |
$798K - $971K
|
5.57K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.94K+ 44.8% |
$722K - $878K
|
6.27K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
369+ 56.94% |
$137K - $167K
|
1.02K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
841New |
$313K - $381K
|
841
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.96K+ 23.97% |
$1.1M - $1.34M
|
15.3K
$4.31M
|