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 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$732 - $873
|
2
$696
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
3.57K+ 156.27% |
$1.31M - $1.56M
|
5.86K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
6.98K+ 3.6% |
$2.56M - $3.05M
|
201K
$69.9M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 53.21% |
$1.47M - $1.75M
|
3.53K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-100- 14.29% |
$36.6K - $43.6K
|
600
$209K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 933.33% |
$10.2K - $12.2K
|
31
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.05K- 74.13% |
$384K - $458K
|
366
$127K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
968New |
$354K - $422K
|
968
$337K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-714- 30.32% |
$261K - $311K
|
1.64K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
484New |
$177K - $211K
|
484
$168K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-44- 7.04% |
$16.1K - $19.2K
|
581
$202K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$36.6K - $43.6K
|
100
$34.8K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 50.0% |
$1.1K - $1.31K
|
9
$3.13K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.3K- 4.07% |
$4.87M - $5.81M
|
314K
$109M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.26K- 7.73% |
$828K - $987K
|
27K
$9.4M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
775+ 113.97% |
$284K - $338K
|
1.46K
$506K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-106- 4.55% |
$38.8K - $46.2K
|
2.22K
$773K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.18K+ 1.76% |
$431K - $514K
|
68.1K
$23.7M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-17- 3.13% |
$6.22K - $7.42K
|
526
$183K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-11.5K- 54.78% |
$4.22M - $5.03M
|
9.51K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14+ 73.68% |
$5.12K - $6.11K
|
33
$11.5K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
23New |
$8.42K - $10K
|
23
$8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.31K+ 210.13% |
$3.41M - $4.06M
|
13.7K
$4.78M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.15K+ 9.0% |
$788K - $940K
|
26.1K
$9.07M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
331+ 2.86% |
$121K - $144K
|
11.9K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$5.49K - $6.54K
|
15
$5.22K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
524New |
$192K - $229K
|
524
$182K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23+ 1.4% |
$8.42K - $10K
|
1.67K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
134+ 6.98% |
$49K - $58.5K
|
2.05K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
28+ 2.28% |
$10.2K - $12.2K
|
1.26K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 1.2% |
$14.6K - $17.5K
|
3.37K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-12.6K- 2.43% |
$4.61M - $5.5M
|
505K
$176M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 5.38% |
$13.9K - $16.6K
|
744
$259K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-30- 4.03% |
$11K - $13.1K
|
714
$248K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.81% |
$36.6K - $43.6K
|
12.3K
$4.29M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 5.15% |
$1.83K - $2.18K
|
102
$35.5K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
485+ 59.51% |
$177K - $212K
|
1.3K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
174+ 8.61% |
$63.7K - $75.9K
|
2.19K
$763K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 3.68% |
$36.6K - $43.6K
|
2.62K
$910K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
215+ 26.41% |
$78.7K - $93.8K
|
1.03K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
17+ 2.44% |
$6.22K - $7.42K
|
714
$248K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 2.25% |
$4.76K - $5.67K
|
590
$205K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
34+ 1.36% |
$12.4K - $14.8K
|
2.53K
$880K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
12.7K+ 3.7% |
$4.65M - $5.54M
|
356K
$124M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.66K- 8.84% |
$972K - $1.16M
|
27.4K
$9.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
504New |
$184K - $220K
|
504
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-740- 20.69% |
$271K - $323K
|
2.84K
$987K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.58K+ 17.42% |
$579K - $690K
|
10.7K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.99K+ 324.67% |
$727K - $867K
|
2.6K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499New |
$183K - $218K
|
499
$174K
|