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 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-33- 2.14% |
$12.1K - $14.4K
|
1.51K
$526K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
162+ 5.08% |
$59.3K - $70.7K
|
3.35K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
383+ 57.25% |
$140K - $167K
|
1.05K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 55.56% |
$3.66K - $4.36K
|
8
$2.78K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1+ 0.1% |
$366 - $436
|
1.02K
$356K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
418+ 30.22% |
$153K - $182K
|
1.8K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 11.98% |
$7.32K - $8.73K
|
187
$65K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-887- 27.03% |
$325K - $387K
|
2.4K
$833K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-43- 2.8% |
$15.7K - $18.8K
|
1.49K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-520- 44.11% |
$190K - $227K
|
659
$229K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
400+ 103.63% |
$146K - $175K
|
786
$273K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
194+ 6.59% |
$71K - $84.6K
|
3.14K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
52.8K+ 9.46% |
$19.3M - $23M
|
611K
$212M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-2.8K- 41.79% |
$1.02M - $1.22M
|
3.9K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
702+ 4.08% |
$257K - $306K
|
17.9K
$6.23M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-59- 9.87% |
$21.6K - $25.7K
|
539
$187K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-29- 2.49% |
$10.6K - $12.7K
|
1.13K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
57+ 5.01% |
$20.9K - $24.9K
|
1.2K
$416K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.26% |
$732 - $873
|
779
$271K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.3K- 93.9% |
$4.51M - $5.38M
|
802
$279K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
824New |
$302K - $359K
|
824
$287K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
22+ 1.01% |
$8.05K - $9.6K
|
2.2K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-62.1K- 2.49% |
$22.7M - $27.1M
|
2.43M
$844M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.69K+ 1.99% |
$617K - $736K
|
86.6K
$30.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.01K+ 2.74% |
$370K - $441K
|
37.8K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13+ 0.74% |
$4.76K - $5.67K
|
1.77K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.01KNew |
$1.47M - $1.75M
|
4.01K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.4K+ 117.31% |
$2.71M - $3.23M
|
13.7K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
452+ 7.02% |
$165K - $197K
|
6.89K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
340+ 27.22% |
$124K - $148K
|
1.59K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
110+ 3.24% |
$40.2K - $48K
|
3.51K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
151+ 34.87% |
$55.3K - $65.9K
|
584
$203K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-288- 1.35% |
$105K - $126K
|
21K
$7.3M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
664New |
$243K - $290K
|
664
$231K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-125K- 49.69% |
$45.7M - $54.5M
|
126K
$44M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 152.0% |
$13.9K - $16.6K
|
63
$21.9K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
609New |
$223K - $266K
|
609
$212K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.73KNew |
$2.83M - $3.37M
|
7.73K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
572New |
$209K - $250K
|
572
$199K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-82- 3.86% |
$30K - $35.8K
|
2.04K
$710K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-904- 40.3% |
$331K - $394K
|
1.34K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.33KNew |
$486K - $579K
|
1.33K
$462K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
36+ 4.77% |
$13.2K - $15.7K
|
791
$275K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.89K+ 93.82% |
$3.62M - $4.31M
|
20.4K
$7.1M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
202+ 23.54% |
$73.9K - $88.1K
|
1.06K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.98K- 83.04% |
$726K - $865K
|
405
$141K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.03K+ 4.39% |
$377K - $450K
|
24.5K
$8.53M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
116+ 6.92% |
$42.4K - $50.6K
|
1.79K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.08K+ 56.17% |
$393K - $469K
|
2.99K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.86KNew |
$1.05M - $1.25M
|
2.86K
$993K
|