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 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
235+ 6.89% |
$87.5K - $106K
|
3.65K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
79+ 12.52% |
$29.4K - $35.8K
|
710
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.21K- 87.39% |
$823K - $1M
|
319
$103K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-4- 0.72% |
$1.49K - $1.81K
|
550
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 55.56% |
$1.86K - $2.26K
|
4
$1.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.04K+ 335.53% |
$2.99M - $3.64M
|
10.4K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
10.1K+ 12.26% |
$3.75M - $4.56M
|
92.2K
$29.8M
|
|
|
Aug 06, 2025
Q2 2025
|
C World Wide Group Holding A
|
BUY
|
- |
1.62K+ 1.81% |
$601K - $731K
|
91.1K
$29.4M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
219+ 0.59% |
$81.5K - $99.1K
|
37.4K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
1.51K+ 9.91% |
$561K - $682K
|
16.7K
$5.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-66K- 2.87% |
$24.6M - $29.9M
|
2.24M
$723M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.22K- 33.22% |
$1.2M - $1.46M
|
6.47K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3+ 0.47% |
$1.12K - $1.36K
|
636
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
226+ 0.42% |
$84.1K - $102K
|
54K
$17.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.57K+ 20.75% |
$584K - $711K
|
9.14K
$2.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.2K+ 47.18% |
$4.18M - $5.08M
|
35K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
115+ 0.39% |
$42.8K - $52.1K
|
29.7K
$9.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-14- 0.94% |
$5.21K - $6.34K
|
1.48K
$478K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-604- 19.25% |
$225K - $273K
|
2.53K
$819K
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.13K- 0.33% |
$420K - $511K
|
341K
$110M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.57K+ 5.07% |
$584K - $710K
|
32.5K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.62K+ 62.39% |
$2.46M - $3M
|
17.2K
$5.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
80+ 1.95% |
$29.8K - $36.2K
|
4.18K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4- 2.03% |
$1.49K - $1.81K
|
193
$62.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-46K- 99.62% |
$17.1M - $20.8M
|
175
$56.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-114K- 36.87% |
$42.6M - $51.8M
|
196K
$63.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.3K- 51.33% |
$4.22M - $5.13M
|
10.7K
$3.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
844New |
$314K - $382K
|
844
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 40.0% |
$1.49K - $1.81K
|
6
$1.94K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-41.2K- 1.27% |
$15.3M - $18.7M
|
3.2M
$1.03B
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-633- 47.27% |
$236K - $287K
|
706
$228K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
2New |
$745 - $905
|
2
$646
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-748- 1.82% |
$278K - $339K
|
40.3K
$13M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.17K+ 335.05% |
$1.55M - $1.89M
|
5.41K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
16.1K+ 9.04% |
$5.99M - $7.28M
|
194K
$62.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.88KNew |
$699K - $850K
|
1.88K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-9.36K- 6.56% |
$3.49M - $4.24M
|
133K
$43.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$3.35K - $4.07K
|
6.81K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.4K- 12.0% |
$522K - $635K
|
10.3K
$3.33M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 4.35% |
$372 - $453
|
22
$7.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-1- 0.11% |
$372 - $453
|
904
$292K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-153- 5.84% |
$57K - $69.3K
|
2.47K
$797K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-587- 16.33% |
$219K - $266K
|
3.01K
$972K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-142- 2.59% |
$52.9K - $64.3K
|
5.35K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 16.13% |
$1.86K - $2.26K
|
36
$11.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.21K- 10.09% |
$449K - $545K
|
10.7K
$3.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-18- 90.0% |
$6.7K - $8.15K
|
2
$646
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-18- 90.0% |
$6.7K - $8.15K
|
2
$646
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.12K- 98.41% |
$416K - $506K
|
18
$5.82K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
255+ 57.05% |
$94.9K - $115K
|
702
$227K
|