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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-17.4K- 93.54% |
$8.08M - $9.04M
|
1.2K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-53- 0.73% |
$24.6K - $27.6K
|
7.19K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
386New |
$179K - $201K
|
386
$125K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
409New |
$190K - $213K
|
409
$132K
|
|
|
May 07, 2024
Q1 2024
|
Crake Asset Management LLP
London, X0 |
SELL
|
- |
-90K- 85.77% |
$41.8M - $46.8M
|
14.9K
$4.82M
|
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$1.62K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
426New |
$198K - $222K
|
426
$138K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-6- 1.96% |
$2.79K - $3.12K
|
300
$96.9K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9New |
$4.18K - $4.68K
|
9
$2.91K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.75% |
$6.5K - $7.28K
|
1.88K
$607K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
417New |
$194K - $217K
|
417
$135K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
431New |
$200K - $224K
|
431
$139K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
54New |
$25.1K - $28.1K
|
54
$17.4K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.4KNew |
$652K - $730K
|
1.4K
$453K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
141+ 3.79% |
$65.5K - $73.3K
|
3.87K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13- 50.0% |
$6.04K - $6.76K
|
13
$4.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
616New |
$286K - $320K
|
616
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1KNew |
$465K - $520K
|
1K
$323K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.75% |
$1.86K - $2.08K
|
528
$171K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
73+ 1.42% |
$33.9K - $38K
|
5.2K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
393New |
$183K - $204K
|
393
$127K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
415New |
$193K - $216K
|
415
$134K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
424New |
$197K - $220K
|
424
$137K
|
|
|
Apr 25, 2024
Q1 2024
|
Health Invest Partners Ab
|
SELL
|
- |
-2.1K- 22.11% |
$976K - $1.09M
|
7.4K
$2.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-55- 4.55% |
$25.6K - $28.6K
|
1.15K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$92.9K - $104K
|
200
$64.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
482KNew |
$224M - $251M
|
482K
$156M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 7.45% |
$12.1K - $13.5K
|
375
$121K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-80- 13.86% |
$37.2K - $41.6K
|
497
$161K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-26- 20.0% |
$12.1K - $13.5K
|
104
$33.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 9.74% |
$8.83K - $9.88K
|
176
$56.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$1.39K - $1.56K
|
3.95K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
395New |
$184K - $205K
|
395
$128K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-464- 15.31% |
$216K - $241K
|
2.57K
$829K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$5.17K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
28+ 4.49% |
$13K - $14.6K
|
651
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
8.94KNew |
$4.15M - $4.65M
|
8.94K
$2.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-165- 28.9% |
$76.7K - $85.8K
|
406
$131K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
536New |
$249K - $279K
|
536
$173K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-125- 16.34% |
$58.1K - $65K
|
640
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
112+ 11.91% |
$52K - $58.2K
|
1.05K
$340K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61New |
$28.3K - $31.7K
|
61
$19.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 10.02% |
$20K - $22.4K
|
386
$125K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$5.17K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 33.33% |
$465 - $520
|
4
$1.29K
|
|
| Q4 2023 | |||||||
|
Sep 02, 2025
Q4 2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-10- 40.0% |
$4.34K - $4.88K
|
15
$4.85K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.72KNew |
$743K - $837K
|
1.72K
$554K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$1.63M - $1.84M
|
3.76K
$1.22M
|
|
|
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
$140M
|
|