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 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-91- 0.89% |
$33.3K - $39.7K
|
10.1K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.27KNew |
$463K - $552K
|
1.27K
$440K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
530New |
$194K - $231K
|
530
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
475New |
$174K - $207K
|
475
$165K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.81K- 56.65% |
$1.03M - $1.22M
|
2.15K
$747K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-139- 23.13% |
$50.9K - $60.6K
|
462
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
7New |
$2.56K - $3.05K
|
7
$2.43K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 1.99% |
$3.29K - $3.93K
|
462
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.02K- 5.47% |
$2.94M - $3.5M
|
139K
$48.3M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-175- 23.03% |
$64K - $76.3K
|
585
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-78- 8.97% |
$28.5K - $34K
|
792
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3- 0.43% |
$1.1K - $1.31K
|
695
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10+ 0.68% |
$3.66K - $4.36K
|
1.48K
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 17.16% |
$42.4K - $50.6K
|
792
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-142Closed |
$52K - $61.9K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
913+ 15.73% |
$334K - $398K
|
6.72K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-6- 0.12% |
$2.2K - $2.62K
|
5.08K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 1.5% |
$5.12K - $6.11K
|
918
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
491+ 32.35% |
$180K - $214K
|
2.01K
$699K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-2.29K- 15.58% |
$839K - $1M
|
12.4K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
462New |
$169K - $202K
|
462
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-2.68K- 75.51% |
$982K - $1.17M
|
870
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
530+ 7.06% |
$194K - $231K
|
8.04K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
648New |
$237K - $283K
|
648
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-786- 63.95% |
$288K - $343K
|
443
$154K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 5.06% |
$34K - $40.6K
|
1.93K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 9.64% |
$146K - $175K
|
3.75K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6- 0.32% |
$2.2K - $2.62K
|
1.85K
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.06KNew |
$754K - $899K
|
2.06K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-115- 1.5% |
$42.1K - $50.2K
|
7.55K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-54- 0.34% |
$19.8K - $23.6K
|
15.9K
$5.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.76KNew |
$2.47M - $2.95M
|
6.76K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8.61K+ 94.17% |
$3.15M - $3.76M
|
17.8K
$6.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.9K+ 9.54% |
$1.06M - $1.27M
|
33.3K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$4.76K - $5.67K
|
10.3K
$3.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
36+ 2.38% |
$13.2K - $15.7K
|
1.55K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-81- 10.2% |
$29.6K - $35.3K
|
713
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 5.47% |
$4.02K - $4.8K
|
212
$73.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
463New |
$169K - $202K
|
463
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8New |
$2.93K - $3.49K
|
8
$2.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-18- 3.03% |
$6.59K - $7.85K
|
576
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-16- 0.31% |
$5.85K - $6.98K
|
5.1K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
145+ 12.08% |
$53.1K - $63.3K
|
1.35K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
295+ 3.14% |
$108K - $129K
|
9.68K
$3.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-600- 14.04% |
$220K - $262K
|
3.68K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
101+ 7.24% |
$37K - $44.1K
|
1.5K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 13.64% |
$1.1K - $1.31K
|
25
$8.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
43+ 2.99% |
$15.7K - $18.8K
|
1.48K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
123+ 2.19% |
$45K - $53.7K
|
5.74K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.38K+ 93.94% |
$2.7M - $3.22M
|
15.2K
$5.3M
|