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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
85+ 10.2% |
$31.1K - $37.1K
|
918
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40- 6.75% |
$14.6K - $17.5K
|
553
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8New |
$2.93K - $3.49K
|
8
$2.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
508New |
$186K - $222K
|
508
$177K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 2.12% |
$8.42K - $10K
|
1.11K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-829- 9.52% |
$303K - $362K
|
7.88K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 37.5% |
$2.2K - $2.62K
|
22
$7.65K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
502New |
$184K - $219K
|
502
$175K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
401+ 6.66% |
$147K - $175K
|
6.43K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.38% |
$4.02K - $4.8K
|
2.86K
$993K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
126+ 2.3% |
$46.1K - $55K
|
5.61K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.47% |
$1.1K - $1.31K
|
647
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.8KNew |
$2.12M - $2.53M
|
5.8K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.09K- 3.86% |
$400K - $477K
|
27.2K
$9.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
146+ 20.0% |
$53.4K - $63.7K
|
876
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
342+ 5.48% |
$125K - $149K
|
6.58K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-165- 3.38% |
$60.4K - $72K
|
4.72K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 60.61% |
$7.32K - $8.73K
|
53
$18.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-376- 0.75% |
$138K - $164K
|
49.8K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 84.48% |
$713K - $850K
|
4.26K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 116.67% |
$5.12K - $6.11K
|
26
$9.04K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-1.2K- 25.0% |
$439K - $524K
|
3.6K
$1.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-44- 2.55% |
$16.1K - $19.2K
|
1.68K
$585K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-11- 22.0% |
$4.02K - $4.8K
|
39
$13.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
558+ 30.76% |
$204K - $243K
|
2.37K
$825K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
91+ 14.7% |
$33.3K - $39.7K
|
710
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18+ 1.37% |
$6.59K - $7.85K
|
1.33K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 57.14% |
$1.46K - $1.75K
|
3
$1.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-250- 20.49% |
$91.5K - $109K
|
970
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
616New |
$225K - $269K
|
616
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-166- 4.97% |
$60.7K - $72.4K
|
3.18K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-197- 24.05% |
$72.1K - $85.9K
|
622
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
72+ 2.29% |
$26.3K - $31.4K
|
3.21K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
640+ 91.56% |
$234K - $279K
|
1.34K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 27.24% |
$482K - $575K
|
3.52K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.15K- 99.91% |
$420K - $501K
|
1
$348
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
15.1K+ 24.91% |
$5.54M - $6.61M
|
76K
$26.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
146+ 4.8% |
$53.4K - $63.7K
|
3.19K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
462New |
$169K - $202K
|
462
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
137+ 20.92% |
$50.1K - $59.8K
|
792
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-184- 19.72% |
$67.3K - $80.3K
|
749
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
207KNew |
$75.6M - $90.1M
|
207K
$71.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$1.46K - $1.75K
|
4
$1.39K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
98+ 12.84% |
$35.9K - $42.8K
|
861
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.54KNew |
$930K - $1.11M
|
2.54K
$885K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
15+ 0.29% |
$5.49K - $6.54K
|
5.2K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-145- 2.95% |
$53.1K - $63.3K
|
4.77K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-332- 76.5% |
$121K - $145K
|
102
$35.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
122+ 27.73% |
$44.6K - $53.2K
|
562
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.19KNew |
$436K - $520K
|
1.19K
$414K
|