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 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61New |
$28.3K - $31.7K
|
61
$21.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 10.02% |
$20K - $22.4K
|
386
$134K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$5.57K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 33.33% |
$465 - $520
|
4
$1.39K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
22.9K+ 1.28% |
$9.93M - $11.2M
|
1.82M
$633M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.72KNew |
$743K - $837K
|
1.72K
$597K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$1.63M - $1.84M
|
3.76K
$1.31M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.28KClosed |
$988K - $1.11M
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.8K- 0.87% |
$1.65M - $1.86M
|
432K
$150M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.77KNew |
$2.07M - $2.33M
|
4.77K
$1.66M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
458New |
$199K - $224K
|
458
$159K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
195New |
$84.5K - $95.2K
|
195
$67.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
159New |
$68.9K - $77.6K
|
159
$55.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
40New |
$17.3K - $19.5K
|
40
$13.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$6.07K - $6.83K
|
14
$4.87K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-35- 5.22% |
$15.2K - $17.1K
|
636
$221K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
68New |
$29.5K - $33.2K
|
68
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
1.5K+ 9.38% |
$650K - $732K
|
17.5K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
17.4KNew |
$7.53M - $8.48M
|
17.4K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
24KNew |
$10.4M - $11.7M
|
24K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.49K- 39.28% |
$1.51M - $1.7M
|
5.4K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
507+ 11.72% |
$220K - $247K
|
4.83K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
22.1K+ 61.31% |
$9.59M - $10.8M
|
58.2K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$4.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-837K- 90.98% |
$363M - $409M
|
83K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-9- 90.0% |
$3.9K - $4.39K
|
1
$348
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-10- 19.61% |
$4.34K - $4.88K
|
41
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1KNew |
$434K - $488K
|
1K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
59New |
$25.6K - $28.8K
|
59
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
720New |
$312K - $351K
|
720
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-2.92K- 22.24% |
$1.27M - $1.42M
|
10.2K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 262.93% |
$1.13M - $1.27M
|
3.59K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-7.93K- 73.09% |
$3.44M - $3.87M
|
2.92K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$36.4K - $41K
|
84
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.57KNew |
$682K - $768K
|
1.57K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Endurant Capital Management LP
San Mateo, CA |
SELL
|
- |
-3.01K- 53.39% |
$1.3M - $1.47M
|
2.63K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.06KNew |
$892K - $1M
|
2.06K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-14.1K- 30.35% |
$6.12M - $6.89M
|
32.4K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-6K- 64.52% |
$2.6M - $2.93M
|
3.3K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
74New |
$32.1K - $36.1K
|
74
$25.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$10.4K - $11.7K
|
24
$8.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11New |
$4.77K - $5.37K
|
11
$3.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
18New |
$7.8K - $8.79K
|
18
$6.26K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-288- 38.55% |
$125K - $141K
|
459
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Fore Capital, LLC
|
BUY
|
- |
1.5KNew |
$650K - $732K
|
1.5K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.06KNew |
$461K - $519K
|
1.06K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5+ 0.05% |
$2.17K - $2.44K
|
10.2K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
447New |
$194K - $218K
|
447
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
350+ 23.83% |
$152K - $171K
|
1.82K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.89% |
$2.17K - $2.44K
|
557
$194K
|
|