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 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-161- 5.93% |
$58.9K - $70.2K
|
2.55K
$888K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
593New |
$217K - $259K
|
593
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-192- 6.81% |
$70.3K - $83.8K
|
2.63K
$914K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
500New |
$183K - $218K
|
500
$174K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5+ 0.48% |
$1.83K - $2.18K
|
1.04K
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 28.19% |
$424K - $506K
|
5.28K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
483New |
$177K - $211K
|
483
$168K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
747+ 9.1% |
$273K - $326K
|
8.96K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-444- 8.55% |
$162K - $194K
|
4.75K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
601+ 14.77% |
$220K - $262K
|
4.67K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
608New |
$222K - $265K
|
608
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9+ 1.25% |
$3.29K - $3.93K
|
729
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2K+ 185.73% |
$733K - $874K
|
3.08K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 96.15% |
$45.7K - $54.5K
|
5
$1.74K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-269- 2.93% |
$98.4K - $117K
|
8.91K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 1.7% |
$21.6K - $25.7K
|
3.52K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.76K- 15.47% |
$1.01M - $1.21M
|
15.1K
$5.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
485New |
$177K - $212K
|
485
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-570- 0.9% |
$209K - $249K
|
62.9K
$21.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-10- 0.79% |
$3.66K - $4.36K
|
1.26K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 6.01% |
$6.22K - $7.42K
|
300
$104K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-582- 28.75% |
$213K - $254K
|
1.44K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.13K- 86.52% |
$1.88M - $2.24M
|
800
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 6.8% |
$5.12K - $6.11K
|
220
$76.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
773New |
$283K - $337K
|
773
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.6KNew |
$951K - $1.13M
|
2.6K
$904K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5+ 0.41% |
$1.83K - $2.18K
|
1.24K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3+ 0.54% |
$1.1K - $1.31K
|
563
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 2.53% |
$7.32K - $8.73K
|
769
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
782New |
$286K - $341K
|
782
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
91+ 4.26% |
$33.3K - $39.7K
|
2.23K
$775K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
112+ 9.38% |
$41K - $48.9K
|
1.31K
$454K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.29K+ 28.8% |
$473K - $564K
|
5.78K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
236+ 5.77% |
$86.4K - $103K
|
4.33K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
303+ 54.99% |
$111K - $132K
|
854
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.53K+ 7.14% |
$559K - $666K
|
22.9K
$7.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.36% |
$2.2K - $2.62K
|
1.68K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
88+ 586.67% |
$32.2K - $38.4K
|
103
$35.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 13.58% |
$8.05K - $9.6K
|
140
$48.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
15K+ 150.0% |
$5.49M - $6.54M
|
25K
$8.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
140+ 3.53% |
$51.2K - $61.1K
|
4.1K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
15+ 1.12% |
$5.49K - $6.54K
|
1.36K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
587New |
$215K - $256K
|
587
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-350- 18.02% |
$128K - $153K
|
1.59K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
692+ 1.79% |
$253K - $302K
|
39.4K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.42KNew |
$1.25M - $1.49M
|
3.42K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
801+ 37.46% |
$293K - $349K
|
2.94K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-139- 57.2% |
$50.9K - $60.6K
|
104
$36.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
688+ 38.16% |
$252K - $300K
|
2.49K
$866K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
600New |
$220K - $262K
|
600
$209K
|