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 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-28- 4.5% |
$10.2K - $14.4K
|
594
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
648+ 8.57% |
$237K - $333K
|
8.21K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
78+ 9.14% |
$28.5K - $40.1K
|
931
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
437+ 55.81% |
$160K - $225K
|
1.22K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-326- 27.33% |
$119K - $168K
|
867
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
551+ 10.66% |
$202K - $284K
|
5.72K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-387- 32.82% |
$142K - $199K
|
792
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
8+ 0.33% |
$2.93K - $4.12K
|
2.42K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.94K- 59.2% |
$3.27M - $4.6M
|
6.16K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-104- 11.33% |
$38.1K - $53.5K
|
814
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-587- 30.73% |
$215K - $302K
|
1.32K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.77K- 68.52% |
$649K - $913K
|
815
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
220KNew |
$80.4M - $113M
|
220K
$85.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.57K+ 5.6% |
$574K - $807K
|
29.6K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.5K- 1.22% |
$3.83M - $5.39M
|
846K
$329M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
200+ 0.72% |
$73.2K - $103K
|
28K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
27+ 6.63% |
$9.88K - $13.9K
|
434
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-37- 8.64% |
$13.5K - $19K
|
391
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
21K+ 53.74% |
$7.7M - $10.8M
|
60.2K
$23.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8- 0.57% |
$2.93K - $4.12K
|
1.4K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
202New |
$73.9K - $104K
|
202
$78.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 22.22% |
$732 - $1.03K
|
7
$2.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-200- 26.92% |
$73.2K - $103K
|
543
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.09K+ 28.25% |
$399K - $561K
|
4.95K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
20.7K+ 38.95% |
$7.58M - $10.7M
|
73.9K
$28.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-347- 19.85% |
$127K - $179K
|
1.4K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
237+ 11.5% |
$86.7K - $122K
|
2.3K
$894K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.25K+ 36.23% |
$2.29M - $3.22M
|
23.5K
$9.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.53K+ 6.35% |
$558K - $785K
|
25.6K
$9.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.28K+ 18.82% |
$835K - $1.17M
|
14.4K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-759- 21.85% |
$278K - $391K
|
2.72K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
38.8K+ 75.0% |
$14.2M - $20M
|
90.6K
$35.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-6- 1.03% |
$2.2K - $3.09K
|
577
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-69- 3.73% |
$25.3K - $35.5K
|
1.78K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-858- 18.77% |
$314K - $442K
|
3.71K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
973+ 10.43% |
$356K - $501K
|
10.3K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
19.9K+ 47.44% |
$7.29M - $10.2M
|
61.9K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-34- 0.41% |
$12.4K - $17.5K
|
8.22K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
156+ 0.75% |
$57.1K - $80.3K
|
21K
$8.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
204+ 29.18% |
$74.7K - $105K
|
903
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.71K- 30.97% |
$991K - $1.39M
|
6.04K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$732 - $1.03K
|
2
$779
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.26K- 16.48% |
$459K - $646K
|
6.36K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
315+ 43.21% |
$115K - $162K
|
1.04K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-30- 3.39% |
$11K - $15.4K
|
856
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
338New |
$124K - $174K
|
338
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.04K+ 11.06% |
$381K - $535K
|
10.4K
$4.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
171+ 14.06% |
$62.6K - $88K
|
1.39K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-11.6K- 67.07% |
$4.23M - $5.95M
|
5.67K
$2.21M
|