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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-1.03K- 6.56% |
$378K - $531K
|
14.7K
$6.39M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-95- 2.72% |
$34.8K - $48.9K
|
3.4K
$1.48M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-112- 58.95% |
$41K - $57.6K
|
78
$33.9K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.85K+ 7.59% |
$1.04M - $1.46M
|
40.3K
$17.5M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
606New |
$222K - $312K
|
606
$263K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-850- 55.7% |
$311K - $437K
|
676
$294K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-151- 11.06% |
$55.3K - $77.7K
|
1.21K
$527K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 0.3% |
$366K - $515K
|
327K
$142M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
241New |
$88.2K - $124K
|
241
$105K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
658New |
$241K - $339K
|
658
$286K
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.11K+ 17.73% |
$405K - $570K
|
7.35K
$3.19M
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-125- 17.05% |
$45.7K - $64.3K
|
608
$264K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-101- 14.9% |
$37K - $52K
|
577
$251K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-481- 11.48% |
$176K - $248K
|
3.71K
$1.61M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 19.56% |
$846K - $1.19M
|
9.5K
$4.13M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-291- 34.56% |
$106K - $150K
|
551
$239K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-6- 0.96% |
$2.2K - $3.09K
|
619
$269K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.86K- 27.54% |
$1.05M - $1.47M
|
7.53K
$3.27M
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
8.81K+ 100.06% |
$3.22M - $4.53M
|
17.6K
$7.65M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
135New |
$49.4K - $69.5K
|
135
$58.6K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16- 10.6% |
$5.86K - $8.23K
|
135
$58.6K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7New |
$2.56K - $3.6K
|
7
$3.04K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.29K+ 1.4% |
$473K - $665K
|
93.9K
$40.8M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
93+ 2.29% |
$34K - $47.9K
|
4.16K
$1.81M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3- 0.19% |
$1.1K - $1.54K
|
1.58K
$687K
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.08K+ 44.68% |
$2.96M - $4.16M
|
26.2K
$11.4M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-886- 22.3% |
$324K - $456K
|
3.09K
$1.34M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.23K- 20.12% |
$450K - $633K
|
4.89K
$2.12M
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.53K- 3.65% |
$2.75M - $3.87M
|
199K
$86.2M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.61K- 2.09% |
$954K - $1.34M
|
122K
$53.1M
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.8K+ 21.21% |
$660K - $928K
|
10.3K
$4.48M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.64% |
$110K - $154K
|
11K
$4.8M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 1.57% |
$4.39K - $6.18K
|
753
$327K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 1.01% |
$1.83K - $2.57K
|
491
$213K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.7K- 2.65% |
$4.66M - $6.55M
|
467K
$203M
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.17K- 2.25% |
$795K - $1.12M
|
94.5K
$41.1M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-22- 2.92% |
$8.05K - $11.3K
|
731
$317K
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.71KNew |
$993K - $1.4M
|
2.71K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 88.89% |
$5.86K - $8.23K
|
2
$869
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 69.25% |
$183K - $257K
|
222
$96.4K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4+ 0.56% |
$1.46K - $2.06K
|
720
$313K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
466New |
$171K - $240K
|
466
$202K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-6- 0.6% |
$2.2K - $3.09K
|
1K
$434K
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
4.07KNew |
$1.49M - $2.09M
|
4.07K
$1.77M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.48K- 67.83% |
$1.64M - $2.3M
|
2.12K
$922K
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-485- 17.8% |
$177K - $250K
|
2.24K
$972K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.37K+ 103.95% |
$501K - $705K
|
2.69K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.48K+ 15.57% |
$906K - $1.27M
|
18.4K
$7.98M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.25K- 26.82% |
$457K - $643K
|
3.41K
$1.48M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-314- 18.37% |
$115K - $162K
|
1.4K
$606K
|