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 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-900- 0.14% |
$329K - $393K
|
654K
$211M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
CALL |
10.6K+ 365.52% |
$3.88M - $4.62M
|
13.5K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
663New |
$243K - $289K
|
663
$214K
|
|
|
May 12, 2025
Q1 2025
|
Locust Wood Capital Advisers, LLC
|
SELL
|
CALL |
-25.5K- 24.57% |
$9.33M - $11.1M
|
78.3K
$25.3M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-27- 2.68% |
$9.88K - $11.8K
|
982
$317K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.88K- 85.07% |
$1.79M - $2.13M
|
856
$277K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-157K- 9.92% |
$57.4M - $68.4M
|
1.42M
$460M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
534New |
$195K - $233K
|
534
$173K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-100- 5.09% |
$36.6K - $43.6K
|
1.87K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.41K- 15.52% |
$1.25M - $1.49M
|
18.6K
$6M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
17.7K+ 101.49% |
$6.47M - $7.71M
|
35.1K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.31K- 32.72% |
$1.58M - $1.88M
|
8.87K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-20- 0.62% |
$7.32K - $8.73K
|
3.18K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-162- 17.8% |
$59.3K - $70.7K
|
748
$242K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-21- 0.77% |
$7.68K - $9.16K
|
2.69K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
16New |
$5.85K - $6.98K
|
16
$5.17K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4New |
$1.46K - $1.75K
|
4
$1.29K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
587New |
$215K - $256K
|
587
$190K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
900New |
$329K - $393K
|
900
$291K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37+ 9.54% |
$13.5K - $16.1K
|
425
$137K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
85+ 11.63% |
$31.1K - $37.1K
|
816
$264K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
714New |
$261K - $311K
|
714
$231K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.19K+ 40.08% |
$1.53M - $1.83M
|
14.6K
$4.73M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
567New |
$207K - $247K
|
567
$183K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
29New |
$10.6K - $12.7K
|
29
$9.37K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-46.8K- 72.01% |
$17.1M - $20.4M
|
18.2K
$5.88M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-448- 43.2% |
$164K - $195K
|
589
$190K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
469New |
$172K - $205K
|
469
$152K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
51+ 8.1% |
$18.7K - $22.2K
|
681
$220K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.93KNew |
$707K - $842K
|
1.93K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10- 0.49% |
$3.66K - $4.36K
|
2.02K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.11K+ 14.69% |
$774K - $922K
|
16.5K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
512New |
$187K - $223K
|
512
$165K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.46K- 34.31% |
$534K - $636K
|
2.79K
$902K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-554- 50.83% |
$203K - $242K
|
536
$173K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
5.64K+ 98.64% |
$2.06M - $2.46M
|
11.4K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-32- 4.44% |
$11.7K - $14K
|
688
$222K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-607- 47.27% |
$222K - $265K
|
677
$219K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.17% |
$366 - $436
|
577
$186K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-39- 44.83% |
$14.3K - $17K
|
48
$15.5K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
497New |
$182K - $217K
|
497
$161K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
435+ 27.26% |
$159K - $190K
|
2.03K
$656K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-212- 4.92% |
$77.6K - $92.5K
|
4.1K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
490New |
$179K - $214K
|
490
$158K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-419- 21.6% |
$153K - $183K
|
1.52K
$491K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 25.64% |
$3.66K - $4.36K
|
29
$9.37K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
638New |
$233K - $278K
|
638
$206K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-313- 37.35% |
$115K - $137K
|
525
$170K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-191- 14.75% |
$69.9K - $83.3K
|
1.1K
$357K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 31.25% |
$18.3K - $21.8K
|
110
$35.5K
|