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 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
342+ 5.48% |
$125K - $149K
|
6.58K
$2.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-11- 22.0% |
$4.02K - $4.8K
|
39
$12.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
91+ 14.7% |
$33.3K - $39.7K
|
710
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-197- 24.05% |
$72.1K - $85.9K
|
622
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.15K- 99.91% |
$420K - $501K
|
1
$323
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
462New |
$169K - $202K
|
462
$149K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
137+ 20.92% |
$50.1K - $59.8K
|
792
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$1.46K - $1.75K
|
4
$1.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.54KNew |
$930K - $1.11M
|
2.54K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-145- 2.95% |
$53.1K - $63.3K
|
4.77K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
593New |
$217K - $259K
|
593
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
500New |
$183K - $218K
|
500
$162K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5+ 0.48% |
$1.83K - $2.18K
|
1.04K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
483New |
$177K - $211K
|
483
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
608New |
$222K - $265K
|
608
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 96.15% |
$45.7K - $54.5K
|
5
$1.62K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.76K- 15.47% |
$1.01M - $1.21M
|
15.1K
$4.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
485New |
$177K - $212K
|
485
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-570- 0.9% |
$209K - $249K
|
62.9K
$20.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.13K- 86.52% |
$1.88M - $2.24M
|
800
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 2.53% |
$7.32K - $8.73K
|
769
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
782New |
$286K - $341K
|
782
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 13.58% |
$8.05K - $9.6K
|
140
$45.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
15K+ 150.0% |
$5.49M - $6.54M
|
25K
$8.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
587New |
$215K - $256K
|
587
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-139- 57.2% |
$50.9K - $60.6K
|
104
$33.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
600New |
$220K - $262K
|
600
$194K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-610- 43.45% |
$223K - $266K
|
794
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-215- 30.98% |
$78.7K - $93.8K
|
479
$155K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$366 - $436
|
1
$323
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
902New |
$330K - $393K
|
902
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-56- 3.04% |
$20.5K - $24.4K
|
1.79K
$578K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-101- 7.39% |
$37K - $44.1K
|
1.27K
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-217- 15.19% |
$79.4K - $94.7K
|
1.21K
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
492New |
$180K - $215K
|
492
$159K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
542New |
$198K - $236K
|
542
$175K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
982New |
$359K - $428K
|
982
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
67+ 1340.0% |
$24.5K - $29.2K
|
72
$23.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 2.19% |
$8.78K - $10.5K
|
1.12K
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
780New |
$285K - $340K
|
780
$252K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
47+ 20.0% |
$17.2K - $20.5K
|
282
$91.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2+ 0.8% |
$732 - $873
|
252
$81.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5New |
$1.83K - $2.18K
|
5
$1.62K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1- 0.18% |
$366 - $436
|
551
$178K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 10.53% |
$2.2K - $2.62K
|
63
$20.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
535+ 11.21% |
$196K - $233K
|
5.31K
$1.72M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
492New |
$180K - $215K
|
492
$159K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
678New |
$248K - $296K
|
678
$219K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$3.66K - $5.15K
|
10
$3.23K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.22K- 16.66% |
$2.28M - $3.2M
|
31.1K
$10.1M
|
|