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 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
405New |
$148K - $177K
|
405
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-12- 63.16% |
$4.39K - $5.24K
|
7
$2.26K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.27KNew |
$464K - $553K
|
1.27K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-715- 10.45% |
$262K - $312K
|
6.13K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5Closed |
$1.83K - $2.18K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45+ 1.56% |
$16.5K - $19.6K
|
2.93K
$947K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-93- 7.27% |
$34K - $40.6K
|
1.19K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-122- 15.82% |
$44.6K - $53.2K
|
649
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
542New |
$198K - $236K
|
542
$175K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
83New |
$30.4K - $36.2K
|
83
$26.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-510- 99.03% |
$187K - $222K
|
5
$1.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
45New |
$16.5K - $19.6K
|
45
$14.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-185- 25.07% |
$67.7K - $80.7K
|
553
$179K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-8- 1.63% |
$2.93K - $3.49K
|
483
$156K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.68% |
$366 - $436
|
147
$47.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-266- 33.59% |
$97.3K - $116K
|
526
$170K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
70+ 14.31% |
$25.6K - $30.5K
|
559
$181K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24New |
$8.78K - $10.5K
|
24
$7.75K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
300+ 38.91% |
$110K - $131K
|
1.07K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
199+ 78.97% |
$72.8K - $86.8K
|
451
$146K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
332+ 20.99% |
$121K - $145K
|
1.91K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 8.33% |
$732 - $873
|
22
$7.11K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-8- 50.0% |
$2.93K - $3.49K
|
8
$2.58K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
923New |
$338K - $403K
|
923
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 0.52% |
$3.66K - $4.36K
|
1.93K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.33KNew |
$485K - $578K
|
1.33K
$428K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
31.9KNew |
$11.7M - $13.9M
|
31.9K
$10.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-28- 2.25% |
$10.2K - $12.2K
|
1.22K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
10+ 0.04% |
$3.66K - $4.36K
|
25.6K
$8.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
575New |
$210K - $251K
|
575
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-181- 15.44% |
$66.2K - $79K
|
991
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-91- 0.89% |
$33.3K - $39.7K
|
10.1K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.27KNew |
$463K - $552K
|
1.27K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
530New |
$194K - $231K
|
530
$171K
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
475New |
$174K - $207K
|
475
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
7New |
$2.56K - $3.05K
|
7
$2.26K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-175- 23.03% |
$64K - $76.3K
|
585
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-142Closed |
$52K - $61.9K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-6- 0.12% |
$2.2K - $2.62K
|
5.08K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-786- 63.95% |
$288K - $343K
|
443
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6- 0.32% |
$2.2K - $2.62K
|
1.85K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
463New |
$169K - $202K
|
463
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8New |
$2.93K - $3.49K
|
8
$2.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
145+ 12.08% |
$53.1K - $63.3K
|
1.35K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40- 6.75% |
$14.6K - $17.5K
|
553
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8New |
$2.93K - $3.49K
|
8
$2.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
508New |
$186K - $222K
|
508
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 2.12% |
$8.42K - $10K
|
1.11K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
502New |
$184K - $219K
|
502
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.38% |
$4.02K - $4.8K
|
2.86K
$923K
|