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 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.4% |
$1.12K - $1.36K
|
749
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-445- 13.13% |
$166K - $201K
|
2.95K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$745 - $905
|
2
$696
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
27+ 0.68% |
$10.1K - $12.2K
|
4K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-51- 2.15% |
$19K - $23.1K
|
2.32K
$806K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-93- 9.67% |
$34.6K - $42.1K
|
869
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
82+ 6.92% |
$30.5K - $37.1K
|
1.27K
$441K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
208+ 20.43% |
$77.4K - $94.2K
|
1.23K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.05K+ 2.37% |
$392K - $477K
|
45.6K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-49- 8.48% |
$18.2K - $22.2K
|
529
$184K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
307+ 579.25% |
$114K - $139K
|
360
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3- 0.34% |
$1.12K - $1.36K
|
877
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-53- 5.68% |
$19.7K - $24K
|
880
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-369- 8.53% |
$137K - $167K
|
3.96K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
755New |
$281K - $342K
|
755
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 2.32% |
$2.61K - $3.17K
|
309
$107K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-95.2K- 98.49% |
$35.4M - $43.1M
|
1.46K
$509K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-24- 1.74% |
$8.93K - $10.9K
|
1.36K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.21K- 48.75% |
$449K - $546K
|
1.27K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.45K+ 35.34% |
$3.52M - $4.28M
|
36.2K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
267K+ 234.28% |
$99.3M - $121M
|
380K
$132M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.32% |
$1.86K - $2.26K
|
1.56K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$1.12K - $1.36K
|
827
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 24.51% |
$9.31K - $11.3K
|
127
$44.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
5.02K+ 7.15% |
$1.87M - $2.27M
|
75.2K
$26.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-938- 9.84% |
$349K - $425K
|
8.6K
$2.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-662- 22.88% |
$246K - $300K
|
2.23K
$776K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-303- 20.39% |
$113K - $137K
|
1.18K
$411K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
1+ 0.06% |
$372 - $453
|
1.59K
$553K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
262+ 20.11% |
$97.5K - $119K
|
1.57K
$544K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
77.7KNew |
$28.9M - $35.2M
|
77.7K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-134- 4.77% |
$49.9K - $60.7K
|
2.68K
$931K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-17- 0.79% |
$6.33K - $7.7K
|
2.13K
$740K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 13.64% |
$1.12K - $1.36K
|
19
$6.61K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-89- 5.8% |
$33.1K - $40.3K
|
1.45K
$503K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2K+ 6.66% |
$745K - $906K
|
32.1K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-85- 8.43% |
$31.6K - $38.5K
|
923
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
893New |
$332K - $404K
|
893
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-122- 8.23% |
$45.4K - $55.2K
|
1.36K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 63.29% |
$18.6K - $22.6K
|
29
$10.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
38K+ 12.11% |
$14.1M - $17.2M
|
352K
$122M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
465+ 1.37% |
$173K - $211K
|
34.3K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.8K+ 129.82% |
$13.3M - $16.2M
|
63.4K
$22M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2K- 2.31% |
$745K - $905K
|
84.6K
$29.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
176+ 11.43% |
$65.5K - $79.7K
|
1.72K
$597K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
18+ 1.55% |
$6.7K - $8.15K
|
1.18K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-106- 12.14% |
$39.5K - $48K
|
767
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$27.9K - $34K
|
5.47K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.79K+ 88.62% |
$2.9M - $3.53M
|
16.6K
$5.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-441- 7.57% |
$164K - $200K
|
5.38K
$1.87M
|