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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 88.89% |
$5.86K - $8.23K
|
2
$696
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 69.25% |
$183K - $257K
|
222
$77.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-6- 0.6% |
$2.2K - $3.09K
|
1K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.48K+ 15.57% |
$906K - $1.27M
|
18.4K
$6.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-24- 20.87% |
$8.78K - $12.4K
|
91
$31.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.58% |
$220K - $309K
|
12.5K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-189- 24.11% |
$69.2K - $97.3K
|
595
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
40New |
$14.6K - $20.6K
|
40
$13.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-34- 5.21% |
$12.4K - $17.5K
|
619
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
579+ 11.93% |
$212K - $298K
|
5.43K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 35.48% |
$4.03K - $5.66K
|
20
$6.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.77K- 68.52% |
$649K - $913K
|
815
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
220KNew |
$80.4M - $113M
|
220K
$76.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8- 0.57% |
$2.93K - $4.12K
|
1.4K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
315+ 43.21% |
$115K - $162K
|
1.04K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
338New |
$124K - $174K
|
338
$118K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 60.0% |
$1.1K - $1.54K
|
8
$2.78K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-235- 21.88% |
$86K - $121K
|
839
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.44% |
$4.39K - $6.18K
|
2.75K
$957K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.96K- 33.71% |
$718K - $1.01M
|
3.86K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
610New |
$223K - $314K
|
610
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57.6KNew |
$21.1M - $29.6M
|
57.6K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
590New |
$216K - $304K
|
590
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 6.25% |
$366 - $515
|
15
$5.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-1- 0.08% |
$366 - $515
|
1.23K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-655- 39.55% |
$240K - $337K
|
1K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-171- 4.18% |
$62.6K - $88K
|
3.92K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-200- 7.84% |
$73.2K - $103K
|
2.35K
$817K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
131+ 0.53% |
$47.9K - $67.4K
|
24.8K
$8.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
60New |
$22K - $30.9K
|
60
$20.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
93New |
$34K - $47.9K
|
93
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$1.1K - $1.54K
|
3
$1.04K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 1.47% |
$10.6K - $14.9K
|
2K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-291- 25.46% |
$106K - $150K
|
852
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18+ 0.89% |
$6.59K - $9.26K
|
2.03K
$706K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
394+ 20.67% |
$144K - $203K
|
2.3K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-109- 31.23% |
$39.9K - $56.1K
|
240
$83.5K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
870New |
$318K - $448K
|
870
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-142- 14.37% |
$52K - $73.1K
|
846
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-633- 27.33% |
$232K - $326K
|
1.68K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-7.71K- 24.08% |
$2.82M - $3.97M
|
24.3K
$8.46M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
25+ 4.22% |
$9.15K - $12.9K
|
618
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 14.29% |
$9.15K - $12.9K
|
150
$52.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
43+ 477.78% |
$15.7K - $22.1K
|
52
$18.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
566+ 24.87% |
$207K - $291K
|
2.84K
$989K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-167K- 87.76% |
$61.1M - $85.9M
|
23.3K
$8.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-213- 8.27% |
$77.9K - $110K
|
2.36K
$822K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$696
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-200- 15.77% |
$73.2K - $103K
|
1.07K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 14.58% |
$2.56K - $3.6K
|
41
$14.3K
|