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 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-51.1K- 19.36% |
$19M - $23.1M
|
213K
$74M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
887New |
$330K - $402K
|
887
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
96+ 12.6% |
$35.7K - $43.5K
|
858
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
86+ 8.94% |
$32K - $38.9K
|
1.05K
$365K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
140+ 8.93% |
$52.1K - $63.4K
|
1.71K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-87- 0.66% |
$32.4K - $39.4K
|
13K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 2.71% |
$7.82K - $9.51K
|
797
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-28- 0.56% |
$10.4K - $12.7K
|
4.94K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
336+ 0.09% |
$125K - $152K
|
382K
$133M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
48+ 1.06% |
$17.9K - $21.7K
|
4.56K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 5.52% |
$3.35K - $4.07K
|
172
$59.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 200.0% |
$2.98K - $3.62K
|
12
$4.17K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 71.43% |
$1.86K - $2.26K
|
2
$696
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
776+ 39.33% |
$289K - $351K
|
2.75K
$956K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-60- 6.38% |
$22.3K - $27.2K
|
881
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-28.4K- 24.01% |
$10.6M - $12.9M
|
89.9K
$31.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-106- 11.11% |
$39.5K - $48K
|
848
$295K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
604New |
$225K - $273K
|
604
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
458+ 8.44% |
$170K - $207K
|
5.88K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-118- 17.15% |
$43.9K - $53.4K
|
570
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5+ 0.21% |
$1.86K - $2.26K
|
2.42K
$840K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-200- 27.97% |
$74.5K - $90.5K
|
515
$179K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
977+ 3.19% |
$364K - $442K
|
31.6K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-67- 8.51% |
$24.9K - $30.3K
|
720
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 2.64% |
$9.31K - $11.3K
|
971
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-107- 7.08% |
$39.8K - $48.4K
|
1.41K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 2.0% |
$372 - $453
|
51
$17.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
416+ 49.06% |
$155K - $188K
|
1.26K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.01K+ 319.59% |
$747K - $909K
|
2.64K
$917K
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
61K+ 164.37% |
$22.7M - $27.6M
|
98.1K
$34.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-312- 21.96% |
$116K - $141K
|
1.11K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 33.33% |
$1.86K - $2.26K
|
10
$3.48K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28- 5.03% |
$10.4K - $12.7K
|
529
$184K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-93- 27.51% |
$34.6K - $42.1K
|
245
$85.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-4- 0.45% |
$1.49K - $1.81K
|
878
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-20- 2.14% |
$7.45K - $9.05K
|
915
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
509+ 79.91% |
$189K - $230K
|
1.15K
$399K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.63K+ 8.1% |
$606K - $737K
|
21.7K
$7.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
272+ 0.57% |
$101K - $123K
|
48K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.02K+ 7.07% |
$378K - $459K
|
15.4K
$5.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 24.66% |
$20.5K - $24.9K
|
278
$96.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32- 17.58% |
$11.9K - $14.5K
|
150
$52.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
776New |
$289K - $351K
|
776
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20+ 2.6% |
$7.45K - $9.05K
|
789
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-906- 13.2% |
$337K - $410K
|
5.96K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
20+ 0.92% |
$7.45K - $9.05K
|
2.19K
$761K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
72+ 12.93% |
$26.8K - $32.6K
|
629
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
70+ 5.23% |
$26.1K - $31.7K
|
1.41K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-21.8K- 13.4% |
$8.11M - $9.86M
|
141K
$48.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-18- 0.35% |
$6.7K - $8.15K
|
5.1K
$1.77M
|