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 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-47- 2.7% |
$17.2K - $20.5K
|
1.7K
$548K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
790+ 43.43% |
$289K - $345K
|
2.61K
$843K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
493New |
$180K - $215K
|
493
$159K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-184- 14.37% |
$67.3K - $80.3K
|
1.1K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4KNew |
$1.46M - $1.75M
|
4K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.13K+ 526.05% |
$1.88M - $2.24M
|
6.1K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-124- 15.64% |
$45.4K - $54.1K
|
669
$216K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
8.46K+ 29.87% |
$3.09M - $3.69M
|
36.8K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.05% |
$732 - $873
|
3.95K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
510New |
$187K - $222K
|
510
$165K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-15.8K- 52.99% |
$5.77M - $6.88M
|
14K
$4.52M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-35- 6.07% |
$12.8K - $15.3K
|
542
$175K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
1.95K+ 18.89% |
$712K - $849K
|
12.3K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-33- 2.14% |
$12.1K - $14.4K
|
1.51K
$488K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
400+ 103.63% |
$146K - $175K
|
786
$254K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
664New |
$243K - $290K
|
664
$215K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
609New |
$223K - $266K
|
609
$197K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.73KNew |
$2.83M - $3.37M
|
7.73K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.33KNew |
$486K - $579K
|
1.33K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$732 - $873
|
2
$646
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-100- 14.29% |
$36.6K - $43.6K
|
600
$194K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-714- 30.32% |
$261K - $311K
|
1.64K
$530K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
484New |
$177K - $211K
|
484
$156K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-44- 7.04% |
$16.1K - $19.2K
|
581
$188K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$36.6K - $43.6K
|
100
$32.3K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
775+ 113.97% |
$284K - $338K
|
1.46K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-17- 3.13% |
$6.22K - $7.42K
|
526
$170K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
23New |
$8.42K - $10K
|
23
$7.43K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
524New |
$192K - $229K
|
524
$169K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 1.2% |
$14.6K - $17.5K
|
3.37K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
504New |
$184K - $220K
|
504
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499New |
$183K - $218K
|
499
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.81% |
$73.2K - $87.3K
|
10.8K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.91KNew |
$1.07M - $1.27M
|
2.91K
$942K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-13- 76.47% |
$4.76K - $5.67K
|
4
$1.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 33.33% |
$366 - $436
|
2
$646
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
463New |
$169K - $202K
|
463
$150K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-177- 18.99% |
$64.8K - $77.2K
|
755
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
472New |
$173K - $206K
|
472
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
760New |
$278K - $332K
|
760
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
464New |
$170K - $202K
|
464
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
600+ 28.93% |
$220K - $262K
|
2.67K
$864K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-80- 11.33% |
$29.3K - $34.9K
|
626
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
460New |
$168K - $201K
|
460
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
187New |
$68.4K - $81.6K
|
187
$60.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 13.62% |
$73.2K - $87.3K
|
1.27K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
497New |
$182K - $217K
|
497
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 41.86% |
$6.59K - $7.85K
|
61
$19.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-470- 24.83% |
$172K - $205K
|
1.42K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
147+ 11.65% |
$53.8K - $64.1K
|
1.41K
$455K
|