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 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-198- 0.76% |
$73.7K - $89.6K
|
25.7K
$8.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3KNew |
$1.12M - $1.36M
|
3K
$969K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
709+ 12.26% |
$264K - $321K
|
6.49K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
13.8K+ 69.86% |
$5.14M - $6.25M
|
33.6K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.15K+ 5.69% |
$802K - $975K
|
40K
$12.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
979New |
$364K - $443K
|
979
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
17.6KNew |
$6.55M - $7.96M
|
17.6K
$5.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50.1K+ 2431.15% |
$18.7M - $22.7M
|
52.2K
$16.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.06% |
$372 - $453
|
1.67K
$539K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.07KNew |
$400K - $486K
|
1.07K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
135+ 21.53% |
$50.3K - $61.1K
|
762
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-109- 8.52% |
$40.6K - $49.3K
|
1.17K
$378K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
63+ 3.99% |
$23.5K - $28.5K
|
1.64K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.3K+ 1.06% |
$484K - $588K
|
124K
$40.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-38.2K- 50.22% |
$14.2M - $17.3M
|
37.8K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.49K- 22.07% |
$555K - $675K
|
5.27K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-4K- 6.14% |
$1.49M - $1.81M
|
61.1K
$19.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-814- 17.14% |
$303K - $368K
|
3.94K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 50.37% |
$383K - $466K
|
1.01K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
44+ 2.48% |
$16.4K - $19.9K
|
1.82K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-47- 2.42% |
$17.5K - $21.3K
|
1.9K
$614K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-954- 40.22% |
$355K - $432K
|
1.42K
$458K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
194+ 7.09% |
$72.2K - $87.8K
|
2.93K
$947K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.08K- 51.04% |
$402K - $489K
|
1.04K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3- 0.24% |
$1.12K - $1.36K
|
1.23K
$399K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-51.1K- 19.36% |
$19M - $23.1M
|
213K
$68.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
887New |
$330K - $402K
|
887
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
96+ 12.6% |
$35.7K - $43.5K
|
858
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
86+ 8.94% |
$32K - $38.9K
|
1.05K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
140+ 8.93% |
$52.1K - $63.4K
|
1.71K
$552K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-87- 0.66% |
$32.4K - $39.4K
|
13K
$4.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 2.71% |
$7.82K - $9.51K
|
797
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-28- 0.56% |
$10.4K - $12.7K
|
4.94K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
336+ 0.09% |
$125K - $152K
|
382K
$123M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
48+ 1.06% |
$17.9K - $21.7K
|
4.56K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 5.52% |
$3.35K - $4.07K
|
172
$55.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 200.0% |
$2.98K - $3.62K
|
12
$3.88K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 71.43% |
$1.86K - $2.26K
|
2
$646
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
776+ 39.33% |
$289K - $351K
|
2.75K
$888K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-60- 6.38% |
$22.3K - $27.2K
|
881
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-28.4K- 24.01% |
$10.6M - $12.9M
|
89.9K
$29.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-106- 11.11% |
$39.5K - $48K
|
848
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
604New |
$225K - $273K
|
604
$195K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
458+ 8.44% |
$170K - $207K
|
5.88K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-118- 17.15% |
$43.9K - $53.4K
|
570
$184K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5+ 0.21% |
$1.86K - $2.26K
|
2.42K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-200- 27.97% |
$74.5K - $90.5K
|
515
$166K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
977+ 3.19% |
$364K - $442K
|
31.6K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-67- 8.51% |
$24.9K - $30.3K
|
720
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 2.64% |
$9.31K - $11.3K
|
971
$314K
|