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 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33+ 4.9% |
$12.3K - $14.9K
|
707
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
47+ 1.09% |
$17.5K - $21.3K
|
4.35K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
High Ground Investment Management LLP
London, X0 |
BUY
|
- |
20.8K+ 9.37% |
$7.75M - $9.42M
|
243K
$78.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 16.88% |
$4.84K - $5.88K
|
64
$20.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-304- 13.64% |
$113K - $138K
|
1.92K
$622K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-840- 40.96% |
$313K - $380K
|
1.21K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-115- 4.94% |
$42.8K - $52.1K
|
2.21K
$715K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
37+ 0.89% |
$13.8K - $16.7K
|
4.2K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.93K- 2.91% |
$1.09M - $1.33M
|
97.7K
$31.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
14+ 0.35% |
$5.21K - $6.34K
|
4.02K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30+ 2.97% |
$11.2K - $13.6K
|
1.04K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12- 0.83% |
$4.47K - $5.43K
|
1.44K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21+ 2.56% |
$7.82K - $9.51K
|
840
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-487- 12.07% |
$181K - $220K
|
3.55K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-81- 7.71% |
$30.2K - $36.7K
|
969
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
21+ 1.33% |
$7.82K - $9.51K
|
1.6K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 63.25% |
$957K - $1.16M
|
1.49K
$482K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
390+ 12.31% |
$145K - $177K
|
3.56K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.24K- 12.47% |
$462K - $562K
|
8.71K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
36.8KNew |
$13.7M - $16.7M
|
36.8K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 8.33% |
$2.61K - $3.17K
|
77
$24.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-118- 14.9% |
$43.9K - $53.4K
|
674
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60+ 11.34% |
$22.3K - $27.2K
|
589
$190K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.15% |
$372 - $453
|
655
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.19K+ 44.27% |
$817K - $993K
|
7.15K
$2.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.4% |
$1.12K - $1.36K
|
749
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$745 - $905
|
2
$646
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
27+ 0.68% |
$10.1K - $12.2K
|
4K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-51- 2.15% |
$19K - $23.1K
|
2.32K
$749K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-93- 9.67% |
$34.6K - $42.1K
|
869
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
82+ 6.92% |
$30.5K - $37.1K
|
1.27K
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
208+ 20.43% |
$77.4K - $94.2K
|
1.23K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.05K+ 2.37% |
$392K - $477K
|
45.6K
$14.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-49- 8.48% |
$18.2K - $22.2K
|
529
$171K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
307+ 579.25% |
$114K - $139K
|
360
$116K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3- 0.34% |
$1.12K - $1.36K
|
877
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-53- 5.68% |
$19.7K - $24K
|
880
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-369- 8.53% |
$137K - $167K
|
3.96K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
755New |
$281K - $342K
|
755
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 2.32% |
$2.61K - $3.17K
|
309
$99.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-95.2K- 98.49% |
$35.4M - $43.1M
|
1.46K
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-24- 1.74% |
$8.93K - $10.9K
|
1.36K
$438K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.21K- 48.75% |
$449K - $546K
|
1.27K
$410K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.45K+ 35.34% |
$3.52M - $4.28M
|
36.2K
$11.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
267K+ 234.28% |
$99.3M - $121M
|
380K
$123M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.32% |
$1.86K - $2.26K
|
1.56K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$1.12K - $1.36K
|
827
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 24.51% |
$9.31K - $11.3K
|
127
$41K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
5.02K+ 7.15% |
$1.87M - $2.27M
|
75.2K
$24.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-938- 9.84% |
$349K - $425K
|
8.6K
$2.78M
|