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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
250+ 8.95% |
$91.5K - $129K
|
3.04K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
30New |
$11K - $15.4K
|
30
$11.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 65.98% |
$8.26M - $11.6M
|
11.6K
$4.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.68K+ 24.3% |
$1.71M - $2.41M
|
23.9K
$9.31M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-28- 3.35% |
$10.2K - $14.4K
|
809
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.04M+ 47.56% |
$380M - $535M
|
3.23M
$1.26B
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5New |
$1.83K - $2.57K
|
5
$1.95K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-70- 10.0% |
$25.6K - $36K
|
630
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18- 31.03% |
$6.59K - $9.26K
|
40
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.14% |
$4.39K - $6.18K
|
8.78K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-291- 27.87% |
$106K - $150K
|
753
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
33+ 2.18% |
$12.1K - $17K
|
1.54K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-19- 2.95% |
$6.95K - $9.78K
|
625
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-621- 82.36% |
$227K - $320K
|
133
$51.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-68.7K- 35.75% |
$25.1M - $35.3M
|
123K
$48M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-796- 20.98% |
$291K - $410K
|
3K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.98K- 6.92% |
$725K - $1.02M
|
26.7K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-391- 27.36% |
$143K - $201K
|
1.04K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
756New |
$277K - $389K
|
756
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
543+ 70.34% |
$199K - $279K
|
1.32K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-169- 8.22% |
$61.8K - $87K
|
1.89K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.94K- 12.2% |
$3.64M - $5.11M
|
71.5K
$27.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.26K- 7.4% |
$829K - $1.17M
|
28.3K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
119+ 21.36% |
$43.5K - $61.2K
|
676
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-575- 8.39% |
$210K - $296K
|
6.28K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
20+ 3.36% |
$7.32K - $10.3K
|
615
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.54K+ 54.14% |
$1.66M - $2.33M
|
12.9K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
40+ 1.05% |
$14.6K - $20.6K
|
3.85K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.55K- 2.13% |
$2.4M - $3.37M
|
300K
$117M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
30KNew |
$11M - $15.5M
|
30K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.9K- 4.7% |
$696K - $979K
|
38.6K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.04K+ 15.97% |
$1.84M - $2.59M
|
36.6K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-31- 0.99% |
$11.3K - $16K
|
3.09K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36K- 35.58% |
$497K - $698K
|
2.46K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-53- 2.68% |
$19.4K - $27.3K
|
1.92K
$749K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-46- 5.35% |
$16.8K - $23.7K
|
814
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
490+ 48.09% |
$179K - $252K
|
1.51K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 2.47% |
$5.49K - $7.72K
|
622
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
670+ 7.88% |
$245K - $345K
|
9.17K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
70New |
$25.6K - $36K
|
70
$27.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-166- 9.86% |
$60.7K - $85.4K
|
1.52K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 47.35% |
$772K - $1.09M
|
2.35K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-921- 6.87% |
$337K - $474K
|
12.5K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
839+ 1.99% |
$307K - $432K
|
42.9K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.5K+ 42.66% |
$4.23M - $5.94M
|
38.6K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.67K- 21.39% |
$1.71M - $2.4M
|
17.1K
$6.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-27K- 26.85% |
$9.88M - $13.9M
|
73.5K
$28.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-135K- 35.03% |
$49.5M - $69.7M
|
251K
$97.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$515K - $725K
|
1.41K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
2KNew |
$732K - $1.03M
|
2K
$779K
|