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 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
260+ 17.58% |
$96.8K - $118K
|
1.74K
$562K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.02K+ 354.67% |
$1.5M - $1.82M
|
5.16K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-148- 6.74% |
$55.1K - $67K
|
2.05K
$661K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.9K+ 115.97% |
$1.08M - $1.31M
|
5.4K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-3.35K- 2.2% |
$1.25M - $1.52M
|
149K
$48.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
71+ 2.21% |
$26.4K - $32.1K
|
3.28K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11+ 1.28% |
$4.09K - $4.98K
|
871
$281K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-713- 9.5% |
$265K - $323K
|
6.8K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.2K- 4.6% |
$1.19M - $1.45M
|
66.4K
$21.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
75New |
$27.9K - $34K
|
75
$24.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7.16K- 93.08% |
$2.66M - $3.24M
|
532
$172K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39- 73.58% |
$14.5K - $17.7K
|
14
$4.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-299- 13.63% |
$111K - $135K
|
1.9K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
16.9K+ 64.87% |
$6.31M - $7.67M
|
43.1K
$13.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1+ 0.1% |
$372 - $453
|
1.03K
$331K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 45.45% |
$3.72K - $4.53K
|
12
$3.88K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28K- 11.81% |
$10.4M - $12.7M
|
209K
$67.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-346- 5.31% |
$129K - $157K
|
6.17K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-199- 5.16% |
$74.1K - $90.1K
|
3.66K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.19K+ 248.43% |
$443K - $539K
|
1.67K
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
38+ 3.61% |
$14.1K - $17.2K
|
1.09K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
97+ 6.5% |
$36.1K - $43.9K
|
1.59K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.14KNew |
$426K - $517K
|
1.14K
$369K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
55+ 10.7% |
$20.5K - $24.9K
|
569
$184K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 0.7% |
$1.86K - $2.26K
|
709
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 3.7% |
$745 - $905
|
56
$18.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-908- 50.47% |
$338K - $411K
|
891
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-938- 8.16% |
$349K - $425K
|
10.6K
$3.41M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 100.0% |
$745 - $905
|
4
$1.29K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
609New |
$227K - $276K
|
609
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
148+ 25.87% |
$55.1K - $67K
|
720
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
530+ 31.47% |
$197K - $240K
|
2.21K
$715K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-9- 8.74% |
$3.35K - $4.07K
|
94
$30.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.31% |
$745 - $905
|
649
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-632- 43.29% |
$235K - $286K
|
828
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$745 - $905
|
2
$646
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26- 0.74% |
$9.68K - $11.8K
|
3.47K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-55- 4.23% |
$20.5K - $24.9K
|
1.25K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 7.02% |
$22K - $26.7K
|
900
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.46K- 5.7% |
$1.66M - $2.02M
|
73.8K
$23.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
49+ 7.04% |
$18.2K - $22.2K
|
745
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-679- 2.06% |
$253K - $307K
|
32.3K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-84- 2.1% |
$31.3K - $38K
|
3.93K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 33.33% |
$1.12K - $1.36K
|
6
$1.94K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
206+ 11.92% |
$76.7K - $93.3K
|
1.93K
$625K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.53K+ 13.43% |
$571K - $694K
|
12.9K
$4.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.55K+ 240.04% |
$951K - $1.16M
|
3.62K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.99K+ 17.01% |
$1.48M - $1.81M
|
27.4K
$8.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-107- 15.01% |
$39.8K - $48.4K
|
606
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-389- 24.43% |
$145K - $176K
|
1.2K
$389K
|