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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
172+ 22.99% |
$64K - $77.9K
|
920
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-41- 1.13% |
$15.3K - $18.6K
|
3.6K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
650+ 2.49% |
$242K - $294K
|
26.8K
$8.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-161- 24.81% |
$59.9K - $72.9K
|
488
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.18K- 20.86% |
$811K - $986K
|
8.27K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-23- 22.55% |
$8.56K - $10.4K
|
79
$25.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.19K+ 1.88% |
$444K - $541K
|
64.9K
$21M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 14.71% |
$9.31K - $11.3K
|
195
$63K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.64K+ 13.34% |
$3.22M - $3.91M
|
73.4K
$23.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-929- 8.9% |
$346K - $421K
|
9.51K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
72.1K+ 440.68% |
$26.8M - $32.6M
|
88.4K
$28.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.22K- 4.16% |
$2.32M - $2.82M
|
143K
$46.3M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.66K+ 37.15% |
$990K - $1.2M
|
9.82K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
705K+ 3.18% |
$262M - $319M
|
22.9M
$7.39B
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$1.86K - $2.26K
|
1.68K
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
77+ 0.06% |
$28.7K - $34.9K
|
134K
$43.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.6K- 73.46% |
$5.82M - $7.08M
|
5.65K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
543New |
$202K - $246K
|
543
$175K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.8% |
$10.4K - $12.7K
|
3.49K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14.7K+ 45.04% |
$5.47M - $6.65M
|
47.3K
$15.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
90+ 2.32% |
$33.5K - $40.7K
|
3.96K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
156New |
$58.1K - $70.6K
|
156
$50.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
712+ 118.47% |
$265K - $322K
|
1.31K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
95+ 9.06% |
$35.4K - $43K
|
1.14K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 33.33% |
$1.12K - $1.36K
|
12
$3.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
440New |
$164K - $199K
|
440
$142K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
177+ 37.9% |
$65.9K - $80.1K
|
644
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.49K- 39.65% |
$555K - $675K
|
2.27K
$733K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.27K+ 1.04% |
$1.22M - $1.48M
|
317K
$102M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-252K- 68.87% |
$93.7M - $114M
|
114K
$36.7M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
134K+ 16.83% |
$49.9M - $60.7M
|
930K
$301M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
6.6K+ 9.23% |
$2.46M - $2.99M
|
78.1K
$25.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.14K- 1.45% |
$426K - $518K
|
78K
$25.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.56KNew |
$582K - $708K
|
1.56K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
426+ 417.65% |
$159K - $193K
|
528
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
401+ 33.56% |
$149K - $182K
|
1.6K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Ranmore Fund Management LTD
Cobham, X0 |
BUY
|
- |
50KNew |
$18.6M - $22.6M
|
50K
$16.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-183- 16.11% |
$68.1K - $82.8K
|
953
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.42K+ 79.25% |
$529K - $643K
|
3.21K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-72.8K- 1.41% |
$27.1M - $33M
|
5.09M
$1.65B
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.05KNew |
$1.51M - $1.83M
|
4.05K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-67- 6.73% |
$24.9K - $30.3K
|
928
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.14K- 3.98% |
$424K - $516K
|
27.5K
$8.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
BUY
|
- |
13.6K+ 25.33% |
$5.08M - $6.17M
|
67.5K
$21.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
464+ 1.37% |
$173K - $210K
|
34.4K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
650New |
$242K - $294K
|
650
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
133+ 22.77% |
$49.5K - $60.2K
|
717
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
526New |
$196K - $238K
|
526
$170K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
3.74KNew |
$1.39M - $1.69M
|
3.74K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
91+ 52.91% |
$33.9K - $41.2K
|
263
$85K
|