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 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
491+ 7.64% |
$183K - $222K
|
6.92K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
48+ 5.21% |
$17.9K - $21.7K
|
969
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-14- 0.44% |
$5.21K - $6.34K
|
3.14K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.97K- 10.05% |
$1.48M - $1.79M
|
35.5K
$11.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
199+ 49.14% |
$74.1K - $90.1K
|
604
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
16.3K+ 8.11% |
$6.07M - $7.38M
|
217K
$70.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
14.8K+ 17.42% |
$5.51M - $6.7M
|
99.8K
$32.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
604New |
$225K - $273K
|
604
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 2.01% |
$149K - $181K
|
19.5K
$6.3M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-13- 0.58% |
$4.84K - $5.88K
|
2.22K
$716K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
790+ 3.87% |
$294K - $358K
|
21.2K
$6.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.11K- 60.4% |
$1.16M - $1.41M
|
2.04K
$658K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52- 0.19% |
$19.4K - $23.5K
|
27.2K
$8.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-29- 0.97% |
$10.8K - $13.1K
|
2.96K
$956K
|
|
|
Jul 24, 2025
Q2 2025
|
Triodos Investment Management Bv
|
SELL
|
- |
-5.55K- 5.62% |
$2.07M - $2.51M
|
93.2K
$30.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180+ 2.96% |
$67K - $81.5K
|
6.26K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16- 2.59% |
$5.96K - $7.24K
|
601
$194K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.49K+ 123.57% |
$927K - $1.13M
|
4.51K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$11.5K - $14K
|
31
$10K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 6.36% |
$5.21K - $6.34K
|
206
$66.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 6.83% |
$16.8K - $20.4K
|
704
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-52- 3.77% |
$19.4K - $23.5K
|
1.33K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.18% |
$1.49K - $1.81K
|
2.23K
$719K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.24K+ 787.83% |
$1.21M - $1.47M
|
3.65K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-67- 9.15% |
$24.9K - $30.3K
|
665
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
126+ 4.58% |
$46.9K - $57K
|
2.88K
$929K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-12- 0.12% |
$4.47K - $5.43K
|
9.67K
$3.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
294+ 6.23% |
$109K - $133K
|
5.02K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-22.6K- 8.11% |
$8.41M - $10.2M
|
256K
$82.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.06K- 29.5% |
$766K - $931K
|
4.92K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
414+ 20.61% |
$154K - $187K
|
2.42K
$783K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-28- 2.07% |
$10.4K - $12.7K
|
1.33K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.89% |
$1.49K - $1.81K
|
216
$69.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
110New |
$40.9K - $49.8K
|
110
$35.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.09K- 42.07% |
$405K - $493K
|
1.5K
$484K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-180- 2.84% |
$67K - $81.5K
|
6.16K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14- 6.09% |
$5.21K - $6.34K
|
216
$69.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-281- 21.43% |
$105K - $127K
|
1.03K
$333K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
806+ 30.82% |
$300K - $365K
|
3.42K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.69% |
$10.1K - $12.2K
|
3.93K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.17% |
$372 - $453
|
591
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
45+ 300.0% |
$16.8K - $20.4K
|
60
$19.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-160- 7.93% |
$59.6K - $72.4K
|
1.86K
$600K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-185- 11.94% |
$68.9K - $83.7K
|
1.37K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.3K+ 4.01% |
$1.23M - $1.49M
|
85.7K
$27.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-2.29K- 38.99% |
$851K - $1.03M
|
3.58K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 13.64% |
$23.5K - $28.5K
|
525
$170K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
355+ 4.33% |
$132K - $161K
|
8.56K
$2.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.92K+ 47.23% |
$1.83M - $2.23M
|
15.4K
$4.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 16.13% |
$1.86K - $2.26K
|
26
$8.4K
|