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 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
190+ 32.15% |
$70.7K - $86K
|
781
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-533- 3.76% |
$198K - $241K
|
13.6K
$4.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-249- 0.91% |
$92.7K - $113K
|
27.3K
$9.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
304+ 48.64% |
$113K - $138K
|
929
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
157+ 9.9% |
$58.4K - $71.1K
|
1.74K
$606K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.95K- 79.39% |
$1.1M - $1.33M
|
765
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-375- 14.01% |
$140K - $170K
|
2.3K
$801K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
608+ 71.53% |
$226K - $275K
|
1.46K
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$4.84K - $5.88K
|
13
$4.52K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.81K- 4.55% |
$672K - $817K
|
37.9K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-19.2K- 36.13% |
$7.16M - $8.71M
|
34K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 54.17% |
$4.84K - $5.88K
|
11
$3.83K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-479- 16.37% |
$178K - $217K
|
2.45K
$851K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55New |
$20.5K - $24.9K
|
55
$19.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$372 - $453
|
1
$348
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
465+ 12.58% |
$173K - $211K
|
4.16K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
457+ 84.32% |
$170K - $207K
|
999
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.09% |
$372 - $453
|
1.11K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.08% |
$372 - $453
|
1.31K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-56- 4.24% |
$20.8K - $25.4K
|
1.26K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
60+ 8.76% |
$22.3K - $27.2K
|
745
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 2.63% |
$2.61K - $3.17K
|
259
$90.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-41- 5.71% |
$15.3K - $18.6K
|
677
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.33K+ 14.02% |
$867K - $1.05M
|
18.9K
$6.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15New |
$5.58K - $6.79K
|
15
$5.22K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33+ 4.9% |
$12.3K - $14.9K
|
707
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
47+ 1.09% |
$17.5K - $21.3K
|
4.35K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
High Ground Investment Management LLP
London, X0 |
BUY
|
- |
20.8K+ 9.37% |
$7.75M - $9.42M
|
243K
$84.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 16.88% |
$4.84K - $5.88K
|
64
$22.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-304- 13.64% |
$113K - $138K
|
1.92K
$669K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-840- 40.96% |
$313K - $380K
|
1.21K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-115- 4.94% |
$42.8K - $52.1K
|
2.21K
$770K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
37+ 0.89% |
$13.8K - $16.7K
|
4.2K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.93K- 2.91% |
$1.09M - $1.33M
|
97.7K
$34M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
14+ 0.35% |
$5.21K - $6.34K
|
4.02K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30+ 2.97% |
$11.2K - $13.6K
|
1.04K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12- 0.83% |
$4.47K - $5.43K
|
1.44K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21+ 2.56% |
$7.82K - $9.51K
|
840
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-487- 12.07% |
$181K - $220K
|
3.55K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-81- 7.71% |
$30.2K - $36.7K
|
969
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
21+ 1.33% |
$7.82K - $9.51K
|
1.6K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 63.25% |
$957K - $1.16M
|
1.49K
$519K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
390+ 12.31% |
$145K - $177K
|
3.56K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.24K- 12.47% |
$462K - $562K
|
8.71K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
36.8KNew |
$13.7M - $16.7M
|
36.8K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 8.33% |
$2.61K - $3.17K
|
77
$26.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-118- 14.9% |
$43.9K - $53.4K
|
674
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60+ 11.34% |
$22.3K - $27.2K
|
589
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.15% |
$372 - $453
|
655
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.19K+ 44.27% |
$817K - $993K
|
7.15K
$2.49M
|