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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
167KNew |
$61.2M - $73M
|
167K
$54M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.28KNew |
$1.93M - $2.3M
|
5.28K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
35.2K+ 70.39% |
$12.9M - $15.3M
|
85.1K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
475K+ 16.51% |
$174M - $207M
|
3.35M
$1.08B
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-462K- 99.75% |
$169M - $201M
|
1.18K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 12.56% |
$9.88K - $11.8K
|
242
$78.2K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.39K+ 19.21% |
$876K - $1.04M
|
14.8K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
879New |
$322K - $383K
|
879
$284K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-150- 20.8% |
$54.9K - $65.4K
|
571
$185K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-181- 16.02% |
$66.2K - $79K
|
949
$307K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-150- 5.71% |
$54.9K - $65.4K
|
2.48K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.44% |
$366 - $436
|
230
$74.3K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-76- 12.65% |
$27.8K - $33.2K
|
525
$170K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
6New |
$2.2K - $2.62K
|
6
$1.94K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-210- 2.34% |
$76.8K - $91.6K
|
8.78K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
416K+ 57.7% |
$152M - $181M
|
1.14M
$367M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.17K- 1.85% |
$427K - $509K
|
61.9K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.96K- 94.13% |
$3.64M - $4.34M
|
621
$201K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-10- 5.62% |
$3.66K - $4.36K
|
168
$54.3K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.06K- 98.33% |
$754K - $899K
|
35
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.12KNew |
$1.14M - $1.36M
|
3.12K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
62.6K+ 47.77% |
$22.9M - $27.3M
|
194K
$62.6M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-153- 4.68% |
$56K - $66.7K
|
3.12K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-64- 13.11% |
$23.4K - $27.9K
|
424
$137K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-710Closed |
$260K - $310K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-5.23K- 98.0% |
$1.91M - $2.28M
|
107
$34.6K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-82- 78.1% |
$30K - $35.8K
|
23
$7.43K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
294+ 46.52% |
$108K - $128K
|
926
$299K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-11.7K- 24.48% |
$4.28M - $5.1M
|
36.1K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
150New |
$54.9K - $65.4K
|
150
$48.5K
|
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.59K- 67.74% |
$1.68M - $2M
|
2.19K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.56% |
$8.05K - $9.6K
|
3.92K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
23+ 383.33% |
$8.42K - $10K
|
29
$9.37K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17.7K- 32.43% |
$6.46M - $7.7M
|
36.8K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
6.7K+ 142.55% |
$2.45M - $2.92M
|
11.4K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-52.5K- 79.55% |
$19.2M - $22.9M
|
13.5K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-110- 12.05% |
$40.2K - $48K
|
803
$259K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
22.8KNew |
$8.34M - $9.95M
|
22.8K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-703- 48.72% |
$257K - $307K
|
740
$239K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
504New |
$184K - $220K
|
504
$163K
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
9.34K+ 8.09% |
$3.42M - $4.08M
|
125K
$40.4M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
207+ 26.07% |
$75.7K - $90.3K
|
1K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-10- 1.28% |
$3.66K - $4.36K
|
770
$249K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
488New |
$179K - $213K
|
488
$158K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
660New |
$241K - $288K
|
660
$213K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
207+ 26.07% |
$75.7K - $90.3K
|
1K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.85KNew |
$1.04M - $1.24M
|
2.85K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.1K+ 37.06% |
$403K - $480K
|
4.07K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9New |
$3.29K - $3.93K
|
9
$2.91K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
300New |
$110K - $131K
|
300
$96.9K
|