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 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.15K- 5.12% |
$420K - $591K
|
21.3K
$9.24M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.56K+ 14.26% |
$936K - $1.32M
|
20.5K
$8.9M
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.56K+ 193.65% |
$938K - $1.32M
|
3.89K
$1.69M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
241KNew |
$88.2M - $124M
|
241K
$105M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
164New |
$60K - $84.4K
|
164
$71.2K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-257- 39.97% |
$94.1K - $132K
|
386
$168K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-343- 32.7% |
$126K - $177K
|
706
$307K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 20.0% |
$40.6K - $57.1K
|
666
$289K
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.12K- 49.75% |
$774K - $1.09M
|
2.14K
$928K
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-38.4K- 34.04% |
$14.1M - $19.8M
|
74.5K
$32.3M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-111- 2.73% |
$40.6K - $57.1K
|
3.95K
$1.71M
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.03K+ 38.92% |
$376K - $529K
|
3.67K
$1.59M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-12- 0.84% |
$4.39K - $6.18K
|
1.41K
$614K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
23.2K+ 2265.0% |
$8.48M - $11.9M
|
24.2K
$10.5M
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
760+ 114.29% |
$278K - $391K
|
1.43K
$619K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.47KNew |
$904K - $1.27M
|
2.47K
$1.07M
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.3K+ 2.54% |
$842K - $1.18M
|
93K
$40.4M
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-204- 1.12% |
$74.7K - $105K
|
18K
$7.8M
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
166+ 16.9% |
$60.7K - $85.4K
|
1.15K
$499K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4- 2.17% |
$1.46K - $2.06K
|
180
$78.2K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-21.6K- 26.19% |
$7.9M - $11.1M
|
60.8K
$26.4M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-89- 18.16% |
$32.6K - $45.8K
|
401
$174K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.83% |
$1.1K - $1.54K
|
167
$72.5K
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.05K+ 101.55% |
$382K - $538K
|
2.07K
$901K
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.17% |
$1.46K - $2.06K
|
2.33K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 277.7% |
$547K - $769K
|
2.03K
$882K
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
170+ 42.5% |
$62.2K - $87.5K
|
570
$248K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-20- 1.23% |
$7.32K - $10.3K
|
1.61K
$698K
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-10K- 11.35% |
$3.67M - $5.16M
|
78.2K
$34M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1- 1.33% |
$366 - $515
|
74
$32.1K
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-434- 9.54% |
$159K - $223K
|
4.11K
$1.79M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-148- 10.12% |
$54.2K - $76.2K
|
1.31K
$571K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-881- 2.92% |
$322K - $453K
|
29.3K
$12.7M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30.1KNew |
$11M - $15.5M
|
30.1K
$13.1M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.32K- 22.62% |
$482K - $678K
|
4.51K
$1.96M
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
108+ 89.26% |
$39.5K - $55.6K
|
229
$99.5K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.62K- 13.41% |
$592K - $833K
|
10.4K
$4.54M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 27.27% |
$2.2K - $3.09K
|
16
$6.95K
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
870New |
$318K - $448K
|
870
$378K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
511+ 0.84% |
$187K - $263K
|
61.4K
$26.6M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117- 13.96% |
$42.8K - $60.2K
|
721
$313K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
49New |
$17.9K - $25.2K
|
49
$21.3K
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
12KNew |
$4.38M - $6.15M
|
12K
$5.19M
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5+ 0.82% |
$1.83K - $2.57K
|
613
$266K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 3.16% |
$9.88K - $13.9K
|
882
$383K
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-5.39K- 34.04% |
$1.97M - $2.77M
|
10.4K
$4.53M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.34K- 89.95% |
$491K - $691K
|
150
$65.1K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-253- 17.07% |
$92.6K - $130K
|
1.23K
$534K
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-5- 0.63% |
$1.83K - $2.57K
|
785
$341K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-207- 10.52% |
$75.8K - $107K
|
1.76K
$764K
|