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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.3K+ 3.45% |
$485K - $590K
|
39.1K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
854+ 4.07% |
$318K - $387K
|
21.8K
$7.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-75- 2.88% |
$27.9K - $34K
|
2.53K
$816K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.13K+ 20.01% |
$794K - $966K
|
12.8K
$4.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
137KNew |
$51.1M - $62.2M
|
137K
$44.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
161+ 2.78% |
$59.9K - $72.9K
|
5.96K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8New |
$2.98K - $3.62K
|
8
$2.58K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
221+ 15.5% |
$82.3K - $100K
|
1.65K
$532K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-612- 11.19% |
$228K - $277K
|
4.86K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.81K- 84.32% |
$3.65M - $4.44M
|
1.83K
$590K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
506+ 5.17% |
$188K - $229K
|
10.3K
$3.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
678New |
$252K - $307K
|
678
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-20- 0.63% |
$7.45K - $9.05K
|
3.17K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.96K+ 12.9% |
$1.1M - $1.34M
|
25.9K
$8.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-44- 7.77% |
$16.4K - $19.9K
|
522
$169K
|
|
|
Jul 30, 2025
Q2 2025
|
Paralel Advisors LLC
|
BUY
|
- |
1.3K+ 26.84% |
$484K - $588K
|
6.14K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.56K+ 6.89% |
$955K - $1.16M
|
39.8K
$12.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
82+ 2.87% |
$30.5K - $37.1K
|
2.94K
$949K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.57K+ 9.85% |
$956K - $1.16M
|
28.7K
$9.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-66- 1.55% |
$24.6K - $29.9K
|
4.19K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
26+ 1.05% |
$9.68K - $11.8K
|
2.5K
$807K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$16.4K - $19.9K
|
44
$14.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 20.8% |
$54K - $65.6K
|
842
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
31+ 155.0% |
$11.5K - $14K
|
51
$16.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
17.4K+ 762.72% |
$6.47M - $7.87M
|
19.7K
$6.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.98% |
$5.96K - $7.24K
|
1.61K
$522K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 28.83% |
$305K - $370K
|
2.02K
$652K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-186- 7.08% |
$69.2K - $84.2K
|
2.44K
$789K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-278K- 25.91% |
$104M - $126M
|
795K
$257M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
602+ 5.06% |
$224K - $273K
|
12.5K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 38.82% |
$376K - $457K
|
3.61K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.38KNew |
$514K - $625K
|
1.38K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
276New |
$103K - $125K
|
276
$89.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-820- 83.33% |
$305K - $371K
|
164
$53K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
229+ 49.57% |
$85.2K - $104K
|
691
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-481- 14.86% |
$179K - $218K
|
2.76K
$891K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.7K- 2.2% |
$1M - $1.22M
|
120K
$38.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
800New |
$298K - $362K
|
800
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 7.94% |
$1.86K - $2.26K
|
68
$22K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-22- 2.57% |
$8.19K - $9.96K
|
834
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-653- 7.29% |
$243K - $296K
|
8.3K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100KNew |
$37.3M - $45.3M
|
100K
$32.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4- 0.15% |
$1.49K - $1.81K
|
2.64K
$854K
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
SELL
|
- |
-20- 0.19% |
$7.45K - $9.05K
|
10.5K
$3.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
40.4KNew |
$15M - $18.3M
|
40.4K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 3.96% |
$398K - $484K
|
26K
$8.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.59% |
$17.5K - $21.3K
|
8.04K
$2.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.74% |
$372 - $453
|
134
$43.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
286+ 11.06% |
$106K - $129K
|
2.87K
$928K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.37K+ 50.63% |
$511K - $622K
|
4.09K
$1.32M
|