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 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
28+ 0.38% |
$10.4K - $12.7K
|
7.33K
$2.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-99- 3.86% |
$36.9K - $44.8K
|
2.47K
$796K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
249+ 39.59% |
$92.7K - $113K
|
878
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
994+ 7.33% |
$370K - $450K
|
14.5K
$4.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
87+ 0.91% |
$32.4K - $39.4K
|
9.6K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 3.92% |
$1.49K - $1.81K
|
98
$31.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-206K- 99.75% |
$76.7M - $93.3M
|
516
$167K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-8- 0.95% |
$2.98K - $3.62K
|
830
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 12.0% |
$1.12K - $1.36K
|
22
$7.11K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
51+ 510.0% |
$19K - $23.1K
|
61
$19.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 4.48% |
$21.6K - $26.3K
|
1.24K
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-360- 15.44% |
$134K - $163K
|
1.97K
$637K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
305+ 26.97% |
$114K - $138K
|
1.44K
$464K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
19.4KNew |
$7.23M - $8.8M
|
19.4K
$6.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-215- 4.23% |
$80K - $97.3K
|
4.87K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-91- 2.51% |
$33.9K - $41.2K
|
3.54K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-71- 3.65% |
$26.4K - $32.1K
|
1.87K
$606K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
1.49K+ 23.11% |
$555K - $675K
|
7.94K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
7.14K+ 3.6% |
$2.66M - $3.23M
|
206K
$66.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-161- 2.32% |
$59.9K - $72.9K
|
6.79K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
241+ 18.0% |
$89.7K - $109K
|
1.58K
$511K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.03K+ 287.92% |
$382K - $464K
|
1.38K
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-59- 1.91% |
$22K - $26.7K
|
3.02K
$977K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38- 3.92% |
$14.1K - $17.2K
|
931
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 3.57% |
$23.1K - $28.1K
|
1.68K
$542K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2- 0.24% |
$745 - $905
|
842
$272K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-35.7K- 74.07% |
$13.3M - $16.2M
|
12.5K
$4.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
345+ 17.04% |
$128K - $156K
|
2.37K
$766K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-2.79K- 11.04% |
$1.04M - $1.26M
|
22.5K
$7.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
70+ 11.48% |
$26.1K - $31.7K
|
680
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
2.34K+ 1.23% |
$872K - $1.06M
|
193K
$62.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$372 - $453
|
775
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-65.5K- 10.73% |
$24.4M - $29.7M
|
545K
$176M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
7.9K+ 202.56% |
$2.94M - $3.58M
|
11.8K
$3.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-4- 0.45% |
$1.49K - $1.81K
|
891
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-47- 2.11% |
$17.5K - $21.3K
|
2.18K
$704K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.05K- 71.69% |
$1.14M - $1.38M
|
1.21K
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.29KNew |
$853K - $1.04M
|
2.29K
$741K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-235- 4.19% |
$87.5K - $106K
|
5.38K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-309- 14.12% |
$115K - $140K
|
1.88K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.28K+ 3.65% |
$476K - $579K
|
36.2K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
42+ 21.76% |
$15.6K - $19K
|
235
$75.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
800+ 2.37% |
$298K - $362K
|
34.6K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.62K- 48.14% |
$2.46M - $2.99M
|
7.13K
$2.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-62- 3.71% |
$23.1K - $28.1K
|
1.61K
$519K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13K- 36.75% |
$4.82M - $5.87M
|
22.3K
$7.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 62.5% |
$1.86K - $2.26K
|
13
$4.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4+ 0.46% |
$1.49K - $1.81K
|
874
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53+ 1.96% |
$19.7K - $24K
|
2.76K
$890K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 2.44% |
$1.49K - $1.81K
|
168
$54.3K
|