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 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-485- 17.8% |
$177K - $250K
|
2.24K
$872K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.37K+ 103.95% |
$501K - $705K
|
2.69K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.48K+ 15.57% |
$906K - $1.27M
|
18.4K
$7.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.25K- 26.82% |
$457K - $643K
|
3.41K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-314- 18.37% |
$115K - $162K
|
1.4K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58+ 4.38% |
$21.2K - $29.8K
|
1.38K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-374- 15.95% |
$137K - $192K
|
1.97K
$767K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 32.55% |
$35.5K - $49.9K
|
201
$78.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
33+ 2.35% |
$12.1K - $17K
|
1.44K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14New |
$5.12K - $7.2K
|
14
$5.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-656K- 99.8% |
$240M - $338M
|
1.28K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 71.43% |
$5.49K - $7.72K
|
6
$2.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
301+ 17.1% |
$110K - $155K
|
2.06K
$802K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
124KNew |
$45.3M - $63.6M
|
124K
$48.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-39- 0.76% |
$14.3K - $20.1K
|
5.07K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1- 0.04% |
$366 - $515
|
2.55K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
146+ 19.68% |
$53.4K - $75.1K
|
888
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-631- 14.84% |
$231K - $325K
|
3.62K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 33.33% |
$732 - $1.03K
|
8
$3.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13+ 325.0% |
$4.76K - $6.69K
|
17
$6.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-31- 3.21% |
$11.3K - $16K
|
936
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-24- 20.87% |
$8.78K - $12.4K
|
91
$35.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-31- 1.3% |
$11.3K - $16K
|
2.36K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
515New |
$188K - $265K
|
515
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.08KNew |
$1.13M - $1.59M
|
3.08K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.11K- 0.32% |
$404K - $569K
|
342K
$133M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
111+ 1.74% |
$40.6K - $57.1K
|
6.47K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 72.3% |
$551K - $775K
|
577
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-16- 0.12% |
$5.86K - $8.23K
|
13.6K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
400+ 0.55% |
$146K - $206K
|
73.2K
$28.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.06% |
$11K - $15.4K
|
1.49K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.3K+ 37.6% |
$840K - $1.18M
|
8.4K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.58% |
$220K - $309K
|
12.5K
$4.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-277- 1.9% |
$101K - $143K
|
14.3K
$5.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.7K- 27.61% |
$623K - $876K
|
4.46K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-189- 24.11% |
$69.2K - $97.3K
|
595
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
40New |
$14.6K - $20.6K
|
40
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-34- 5.21% |
$12.4K - $17.5K
|
619
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-144- 9.15% |
$52.7K - $74.1K
|
1.43K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
56+ 8.33% |
$20.5K - $28.8K
|
728
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
84+ 3.1% |
$30.7K - $43.2K
|
2.79K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-87- 1.37% |
$31.8K - $44.8K
|
6.25K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.73K+ 11.14% |
$2.1M - $2.95M
|
57.1K
$22.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
579+ 11.93% |
$212K - $298K
|
5.43K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 35.48% |
$4.03K - $5.66K
|
20
$7.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.1K+ 16.45% |
$769K - $1.08M
|
14.9K
$5.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
3.16K+ 44.12% |
$1.16M - $1.63M
|
10.3K
$4.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
480+ 38.1% |
$176K - $247K
|
1.74K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-5- 2.4% |
$1.83K - $2.57K
|
203
$79K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
11+ 220.0% |
$4.03K - $5.66K
|
16
$6.23K
|