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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-101- 8.16% |
$37K - $44.1K
|
1.14K
$395K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
790+ 43.43% |
$289K - $345K
|
2.61K
$908K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
1.46K+ 0.39% |
$533K - $635K
|
375K
$130M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
87.5K+ 140.93% |
$32M - $38.2M
|
150K
$52M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
493New |
$180K - $215K
|
493
$171K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.17% |
$1.46K - $1.75K
|
2.35K
$816K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.29K+ 50.63% |
$471K - $562K
|
3.83K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
225+ 6.68% |
$82.3K - $98.2K
|
3.6K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
10+ 1.73% |
$3.66K - $4.36K
|
587
$204K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
987+ 9.27% |
$361K - $431K
|
11.6K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-321- 4.69% |
$117K - $140K
|
6.52K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.31% |
$2.93K - $3.49K
|
2.62K
$911K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-184- 14.37% |
$67.3K - $80.3K
|
1.1K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4KNew |
$1.46M - $1.75M
|
4K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-214- 5.9% |
$78.3K - $93.4K
|
3.41K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
7.3KNew |
$2.67M - $3.18M
|
7.3K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
595New |
$218K - $260K
|
595
$207K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-384- 11.54% |
$141K - $168K
|
2.94K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-21- 3.27% |
$7.68K - $9.16K
|
622
$216K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
187+ 14.13% |
$68.4K - $81.6K
|
1.51K
$525K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.33K+ 14.83% |
$853K - $1.02M
|
18.1K
$6.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.86K+ 19.65% |
$3.61M - $4.3M
|
60K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-17K- 58.81% |
$6.21M - $7.4M
|
11.9K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
885+ 84.05% |
$324K - $386K
|
1.94K
$674K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-80- 3.13% |
$29.3K - $34.9K
|
2.47K
$860K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
47+ 3.93% |
$17.2K - $20.5K
|
1.24K
$433K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-26- 0.43% |
$9.51K - $11.3K
|
6K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
922+ 6.29% |
$337K - $402K
|
15.6K
$5.42M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
483New |
$177K - $211K
|
483
$168K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.27K+ 11.38% |
$1.56M - $1.86M
|
41.8K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.13K+ 526.05% |
$1.88M - $2.24M
|
6.1K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
949+ 3.6% |
$347K - $414K
|
27.3K
$9.5M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-64- 3.33% |
$23.4K - $27.9K
|
1.86K
$647K
|
|
|
May 05, 2025
Q1 2025
|
C World Wide Group Holding A
|
SELL
|
- |
-1.94K- 2.13% |
$711K - $848K
|
89.4K
$31.1M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.67K+ 17.17% |
$612K - $730K
|
11.4K
$3.97M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-3.13K- 2.23% |
$1.14M - $1.36M
|
137K
$47.7M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
12+ 3.07% |
$4.39K - $5.24K
|
403
$140K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-124- 15.64% |
$45.4K - $54.1K
|
669
$233K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-146- 6.98% |
$53.4K - $63.7K
|
1.95K
$677K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
468+ 4.93% |
$171K - $204K
|
9.97K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
87+ 2.55% |
$31.8K - $38K
|
3.5K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
8.46K+ 29.87% |
$3.09M - $3.69M
|
36.8K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.05% |
$732 - $873
|
3.95K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
510New |
$187K - $222K
|
510
$177K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-15.8K- 52.99% |
$5.77M - $6.88M
|
14K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-35- 6.07% |
$12.8K - $15.3K
|
542
$189K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
1.95K+ 18.89% |
$712K - $849K
|
12.3K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.42% |
$2.56K - $3.05K
|
1.67K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
637+ 10.56% |
$233K - $278K
|
6.67K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
763+ 3.01% |
$279K - $333K
|
26.1K
$9.08M
|