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 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-350- 24.1% |
$128K - $180K
|
1.1K
$383K
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.1KNew |
$403K - $566K
|
1.1K
$383K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.71KNew |
$627K - $881K
|
1.71K
$596K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 6.9% |
$1.46K - $2.06K
|
54
$18.8K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 23.26% |
$7.32K - $10.3K
|
66
$23K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
778New |
$285K - $400K
|
778
$271K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1New |
$366 - $515
|
1
$348
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 3.03% |
$1.83K - $2.57K
|
160
$55.7K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 3.7% |
$2.56K - $3.6K
|
182
$63.3K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 0.3% |
$1.46K - $2.06K
|
1.31K
$456K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-7- 11.86% |
$2.56K - $3.6K
|
52
$18.1K
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$696
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-2- 4.88% |
$732 - $1.03K
|
39
$13.6K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-119- 10.92% |
$43.5K - $61.2K
|
971
$338K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 84.28% |
$49K - $69K
|
25
$8.7K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-6- 9.09% |
$2.2K - $3.09K
|
60
$20.9K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102- 27.27% |
$37.3K - $52.5K
|
272
$94.6K
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.76KNew |
$644K - $905K
|
1.76K
$612K
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 9.89% |
$39.2K - $55.1K
|
975
$339K
|
|
Q3 2024 | |||||||
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
3.25K+ 32.83% |
$1.63M - $1.83M
|
13.1K
$4.57M
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.8K+ 12.46% |
$901K - $1.01M
|
16.3K
$5.66M
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$6K - $6.75K
|
12
$4.17K
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-219- 10.37% |
$110K - $123K
|
1.89K
$658K
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.47% |
$2K - $2.25K
|
850
$296K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17+ 2.83% |
$8.5K - $9.56K
|
617
$215K
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-6.26K- 27.95% |
$3.13M - $3.52M
|
16.1K
$5.61M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.5K - $1.69K
|
6.36K
$2.21M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
97+ 23.26% |
$48.5K - $54.5K
|
514
$179K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-409- 21.66% |
$205K - $230K
|
1.48K
$514K
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-13.4K- 97.81% |
$6.69M - $7.52M
|
299
$104K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$500 - $562
|
414
$144K
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
632New |
$316K - $355K
|
632
$220K
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-200- 10.81% |
$100K - $112K
|
1.65K
$574K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-10- 0.89% |
$5K - $5.62K
|
1.12K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-643- 16.89% |
$322K - $362K
|
3.16K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
4.5K+ 25.0% |
$2.25M - $2.53M
|
22.5K
$7.83M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
104+ 18.67% |
$52K - $58.5K
|
661
$230K
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.68KNew |
$839K - $944K
|
1.68K
$584K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45+ 10.25% |
$22.5K - $25.3K
|
484
$168K
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
119+ 3.95% |
$59.5K - $66.9K
|
3.13K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
943+ 254.18% |
$472K - $530K
|
1.31K
$457K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-48- 1.05% |
$24K - $27K
|
4.52K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-81.7K- 39.04% |
$40.9M - $46M
|
128K
$44.4M
|
|
Nov 14, 2024
Q3 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.5KNew |
$1.25M - $1.41M
|
2.5K
$870K
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-500- 41.67% |
$250K - $281K
|
700
$243K
|
|
Nov 14, 2024
Q3 2024
|
Orbimed Advisors LLC
San Diego, CA |
SELL
|
- |
-61.9K- 36.82% |
$31M - $34.8M
|
106K
$36.9M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
53New |
$26.5K - $29.8K
|
53
$18.4K
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
443New |
$222K - $249K
|
443
$154K
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
126KNew |
$63.1M - $70.9M
|
126K
$43.9M
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2.79K+ 75.58% |
$1.39M - $1.57M
|
6.47K
$2.25M
|