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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57.6KNew |
$21.1M - $29.6M
|
57.6K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-1- 0.08% |
$366 - $515
|
1.23K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-655- 39.55% |
$240K - $337K
|
1K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-171- 4.18% |
$62.6K - $88K
|
3.92K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-200- 7.84% |
$73.2K - $103K
|
2.35K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
131+ 0.53% |
$47.9K - $67.4K
|
24.8K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
60New |
$22K - $30.9K
|
60
$19.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
93New |
$34K - $47.9K
|
93
$30.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$1.1K - $1.54K
|
3
$969
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-291- 25.46% |
$106K - $150K
|
852
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-109- 31.23% |
$39.9K - $56.1K
|
240
$77.5K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
870New |
$318K - $448K
|
870
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-142- 14.37% |
$52K - $73.1K
|
846
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-633- 27.33% |
$232K - $326K
|
1.68K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
25+ 4.22% |
$9.15K - $12.9K
|
618
$200K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 14.29% |
$9.15K - $12.9K
|
150
$48.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
43+ 477.78% |
$15.7K - $22.1K
|
52
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
566+ 24.87% |
$207K - $291K
|
2.84K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-167K- 87.76% |
$61.1M - $85.9M
|
23.3K
$7.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$646
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 14.58% |
$2.56K - $3.6K
|
41
$13.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-350- 24.1% |
$128K - $180K
|
1.1K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.1KNew |
$403K - $566K
|
1.1K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.71KNew |
$627K - $881K
|
1.71K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 23.26% |
$7.32K - $10.3K
|
66
$21.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
778New |
$285K - $400K
|
778
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1New |
$366 - $515
|
1
$323
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 3.03% |
$1.83K - $2.57K
|
160
$51.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 3.7% |
$2.56K - $3.6K
|
182
$58.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 0.3% |
$1.46K - $2.06K
|
1.31K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-7- 11.86% |
$2.56K - $3.6K
|
52
$16.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$646
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-2- 4.88% |
$732 - $1.03K
|
39
$12.6K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-119- 10.92% |
$43.5K - $61.2K
|
971
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 84.28% |
$49K - $69K
|
25
$8.08K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-6- 9.09% |
$2.2K - $3.09K
|
60
$19.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102- 27.27% |
$37.3K - $52.5K
|
272
$87.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.76KNew |
$644K - $905K
|
1.76K
$568K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 9.89% |
$39.2K - $55.1K
|
975
$315K
|
|
| Q3 2024 | |||||||
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
37New |
$18.5K - $20.8K
|
37
$12K
|
|
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
538+ 44.91% |
$269K - $303K
|
1.74K
$561K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
3.25K+ 32.83% |
$1.63M - $1.83M
|
13.1K
$4.25M
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-219- 10.37% |
$110K - $123K
|
1.89K
$612K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.47% |
$2K - $2.25K
|
850
$275K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17+ 2.83% |
$8.5K - $9.56K
|
617
$199K
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-6.26K- 27.95% |
$3.13M - $3.52M
|
16.1K
$5.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.5K - $1.69K
|
6.36K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
97+ 23.26% |
$48.5K - $54.5K
|
514
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-409- 21.66% |
$205K - $230K
|
1.48K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-13.4K- 97.81% |
$6.69M - $7.52M
|
299
$96.6K
|
|