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 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-19- 0.14% |
$7.07K - $8.6K
|
13.8K
$4.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 3.0% |
$3.35K - $4.07K
|
291
$94K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
754New |
$281K - $341K
|
754
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-9- 1.16% |
$3.35K - $4.07K
|
767
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-473- 5.63% |
$176K - $214K
|
7.93K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-33- 3.23% |
$12.3K - $14.9K
|
988
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
750New |
$279K - $340K
|
750
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.42% |
$2.61K - $3.17K
|
1.68K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.28K- 0.85% |
$849K - $1.03M
|
264K
$85.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
176+ 15.24% |
$65.5K - $79.7K
|
1.33K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2- 0.35% |
$745 - $905
|
574
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.72K- 28.18% |
$1.01M - $1.23M
|
6.93K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
96+ 0.44% |
$35.7K - $43.5K
|
21.9K
$7.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 59.78% |
$785K - $955K
|
1.42K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-98.2K- 4.05% |
$36.6M - $44.5M
|
2.33M
$752M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20.4K+ 148.11% |
$7.59M - $9.23M
|
34.2K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
13.2KNew |
$4.93M - $5.99M
|
13.2K
$4.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
31.8K+ 146.53% |
$11.8M - $14.4M
|
53.5K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
100K+ 1124.77% |
$37.3M - $45.4M
|
109K
$35.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.06K- 53.44% |
$396K - $481K
|
926
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-608- 14.8% |
$226K - $275K
|
3.5K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
5+ 0.62% |
$1.86K - $2.26K
|
815
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.37K+ 4.48% |
$884K - $1.07M
|
55.4K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-173- 5.63% |
$64.4K - $78.3K
|
2.9K
$938K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6K+ 4.72% |
$2.23M - $2.72M
|
133K
$43M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 9.38% |
$631K - $767K
|
19.8K
$6.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.28K+ 16.19% |
$1.22M - $1.48M
|
23.5K
$7.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.44K+ 5.73% |
$1.28M - $1.56M
|
63.4K
$20.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.68K+ 3.58% |
$624K - $759K
|
48.6K
$15.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.48K- 20.95% |
$2.41M - $2.93M
|
24.4K
$7.9M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.37% |
$745 - $905
|
541
$175K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.04K+ 211.0% |
$386K - $469K
|
1.53K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-13- 6.53% |
$4.84K - $5.88K
|
186
$60.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 81.06% |
$843K - $1.02M
|
529
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-281- 16.55% |
$105K - $127K
|
1.42K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.05K+ 12.31% |
$1.13M - $1.38M
|
27.8K
$8.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
15.1K+ 126.89% |
$5.62M - $6.84M
|
27K
$8.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-109- 0.44% |
$40.6K - $49.3K
|
24.4K
$7.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
1.15M+ 24.66% |
$429M - $522M
|
5.83M
$1.88B
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 14.29% |
$1.49K - $1.81K
|
32
$10.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32New |
$11.9K - $14.5K
|
32
$10.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-27- 2.94% |
$10.1K - $12.2K
|
891
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 2.93% |
$10.8K - $13.1K
|
1.02K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.05KNew |
$1.51M - $1.83M
|
4.05K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
19.5K+ 4.72% |
$7.27M - $8.85M
|
434K
$140M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
SELL
|
- |
-101K- 20.02% |
$37.6M - $45.7M
|
403K
$130M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3.3K- 67.82% |
$1.23M - $1.49M
|
1.57K
$506K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
183K+ 5204.0% |
$68.2M - $82.9M
|
187K
$60.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.51% |
$2.23K - $2.72K
|
1.19K
$386K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36.5KNew |
$13.6M - $16.5M
|
36.5K
$11.8M
|