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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
82K+ 16.68% |
$30M - $35.8M
|
574K
$200M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-536- 32.08% |
$196K - $234K
|
1.14K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-470- 24.83% |
$172K - $205K
|
1.42K
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.21% |
$732 - $873
|
937
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
147+ 11.65% |
$53.8K - $64.1K
|
1.41K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-250- 14.2% |
$91.5K - $109K
|
1.51K
$525K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-112- 0.51% |
$41K - $48.9K
|
21.7K
$7.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.28K+ 0.3% |
$469K - $560K
|
425K
$148M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.47K+ 4.97% |
$536K - $640K
|
30.9K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.2K+ 38.54% |
$438K - $522K
|
4.3K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.76K+ 14.88% |
$642K - $766K
|
13.6K
$4.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1+ 0.06% |
$366 - $436
|
1.68K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
405New |
$148K - $177K
|
405
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-12- 63.16% |
$4.39K - $5.24K
|
7
$2.43K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.27KNew |
$464K - $553K
|
1.27K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-276- 2.66% |
$101K - $120K
|
10.1K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
53.8K+ 23.59% |
$19.7M - $23.5M
|
282K
$98M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
80+ 12.16% |
$29.3K - $34.9K
|
738
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-715- 10.45% |
$262K - $312K
|
6.13K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
77+ 12.42% |
$28.2K - $33.6K
|
697
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.72K+ 5.35% |
$629K - $749K
|
33.8K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5Closed |
$1.83K - $2.18K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-2.1K- 68.09% |
$768K - $916K
|
984
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$732 - $873
|
2
$696
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45+ 1.56% |
$16.5K - $19.6K
|
2.93K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
22+ 1.37% |
$8.05K - $9.6K
|
1.63K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
127+ 17.79% |
$46.5K - $55.4K
|
841
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-41- 4.38% |
$15K - $17.9K
|
895
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
70.3K+ 81.9% |
$25.7M - $30.7M
|
156K
$54.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-36- 6.04% |
$13.2K - $15.7K
|
560
$195K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-93- 7.27% |
$34K - $40.6K
|
1.19K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$3.66K - $4.36K
|
19.9K
$6.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.11K+ 4.34% |
$1.87M - $2.23M
|
123K
$42.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-47- 0.85% |
$17.2K - $20.5K
|
5.47K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.71K- 0.64% |
$625K - $745K
|
267K
$92.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-122- 15.82% |
$44.6K - $53.2K
|
649
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
542New |
$198K - $236K
|
542
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-138- 6.38% |
$50.5K - $60.2K
|
2.03K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
30+ 1.33% |
$11K - $13.1K
|
2.28K
$793K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
83New |
$30.4K - $36.2K
|
83
$28.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-46- 3.28% |
$16.8K - $20.1K
|
1.36K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
633+ 28.68% |
$232K - $276K
|
2.84K
$988K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-155- 1.98% |
$56.7K - $67.6K
|
7.67K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 1.0% |
$9.88K - $11.8K
|
2.74K
$952K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 1.55% |
$1.83K - $2.18K
|
327
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.34K+ 0.39% |
$1.22M - $1.46M
|
849K
$295M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-102K- 21.89% |
$37.5M - $44.7M
|
365K
$127M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.19K- 33.85% |
$437K - $520K
|
2.33K
$811K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
479New |
$175K - $209K
|
479
$167K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-510- 99.03% |
$187K - $222K
|
5
$1.74K
|