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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 33.33% |
$377K - $449K
|
4.12K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
435+ 0.13% |
$159K - $190K
|
342K
$119M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 68.67% |
$37.7K - $44.9K
|
253
$88K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
71+ 4.68% |
$26K - $31K
|
1.59K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-750- 12.86% |
$274K - $327K
|
5.08K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-72- 4.04% |
$26.3K - $31.4K
|
1.71K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-67.1K- 33.62% |
$24.5M - $29.3M
|
132K
$46M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-378- 25.05% |
$138K - $165K
|
1.13K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 350.0% |
$7.68K - $9.16K
|
27
$9.39K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.81% |
$73.2K - $87.3K
|
10.8K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
281+ 1.95% |
$103K - $123K
|
14.7K
$5.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 7.5% |
$18.3K - $21.8K
|
617
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.91KNew |
$1.07M - $1.27M
|
2.91K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.35K- 30.25% |
$494K - $589K
|
3.11K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Iridian Asset Management LLC
|
SELL
|
- |
-8.21K- 13.63% |
$3M - $3.58M
|
52K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 12.5% |
$366 - $436
|
9
$3.13K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-13- 76.47% |
$4.76K - $5.67K
|
4
$1.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 45.28% |
$445K - $531K
|
3.91K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-483- 6.62% |
$177K - $211K
|
6.82K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 33.33% |
$366 - $436
|
2
$696
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
40+ 1.05% |
$14.6K - $17.5K
|
3.84K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
491New |
$180K - $214K
|
491
$171K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
463New |
$169K - $202K
|
463
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
704+ 1.12% |
$258K - $307K
|
63.8K
$22.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
25.7K+ 16.91% |
$9.42M - $11.2M
|
178K
$61.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-177- 18.99% |
$64.8K - $77.2K
|
755
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-798- 0.63% |
$292K - $348K
|
126K
$44M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
472New |
$173K - $206K
|
472
$164K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
760New |
$278K - $332K
|
760
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
464New |
$170K - $202K
|
464
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-4.24K- 9.87% |
$1.55M - $1.85M
|
38.7K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
65+ 4.0% |
$23.8K - $28.4K
|
1.69K
$588K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-97- 13.4% |
$35.5K - $42.3K
|
627
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
600+ 28.93% |
$220K - $262K
|
2.67K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Maj Invest Holding A
|
SELL
|
- |
-18.8K- 4.04% |
$6.87M - $8.19M
|
446K
$155M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
735+ 50.55% |
$269K - $321K
|
2.19K
$761K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.82K+ 38.3% |
$1.03M - $1.23M
|
10.2K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.56K+ 696.18% |
$3.13M - $3.74M
|
9.79K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-80- 11.33% |
$29.3K - $34.9K
|
626
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 1.02% |
$3.66K - $4.36K
|
995
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
3.07K+ 12.01% |
$1.12M - $1.34M
|
28.7K
$9.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
460New |
$168K - $201K
|
460
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.91K+ 14.16% |
$1.06M - $1.27M
|
23.4K
$8.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
187New |
$68.4K - $81.6K
|
187
$65K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 150.0% |
$1.1K - $1.31K
|
5
$1.74K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 13.62% |
$73.2K - $87.3K
|
1.27K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26+ 185.71% |
$9.51K - $11.3K
|
40
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5+ 0.72% |
$1.83K - $2.18K
|
695
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
497New |
$182K - $217K
|
497
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 41.86% |
$6.59K - $7.85K
|
61
$21.2K
|