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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10New |
$4.36K - $4.96K
|
10
$3.23K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.66% |
$436 - $496
|
150
$48.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.33K- 13.07% |
$580K - $660K
|
8.85K
$2.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
26New |
$11.3K - $12.9K
|
26
$8.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
41.7K+ 216.33% |
$18.2M - $20.7M
|
61K
$19.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-28- 27.18% |
$12.2K - $13.9K
|
75
$24.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
40+ 266.67% |
$17.5K - $19.8K
|
55
$17.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 40.0% |
$4.36K - $4.96K
|
15
$4.85K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.29K- 20.6% |
$562K - $639K
|
4.96K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.99K- 6.8% |
$1.3M - $1.48M
|
40.9K
$13.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-10- 0.24% |
$4.36K - $4.96K
|
4.12K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
403+ 42.07% |
$176K - $200K
|
1.36K
$440K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.65KNew |
$2.03M - $2.31M
|
4.65K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-116- 10.84% |
$50.6K - $57.6K
|
954
$308K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
185KNew |
$80.9M - $92M
|
185K
$59.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-52- 3.06% |
$22.7K - $25.8K
|
1.65K
$532K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 38.3% |
$7.85K - $8.93K
|
29
$9.37K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
486New |
$212K - $241K
|
486
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 1.35% |
$2.18K - $2.48K
|
365
$118K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-327- 18.77% |
$143K - $162K
|
1.42K
$457K
|
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
2.5KNew |
$1.09M - $1.24M
|
2.5K
$808K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$3.05K - $3.47K
|
7
$2.26K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
400New |
$175K - $198K
|
400
$129K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
8+ 1.67% |
$3.49K - $3.97K
|
486
$157K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13- 2.14% |
$5.67K - $6.45K
|
595
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-26- 12.62% |
$11.3K - $12.9K
|
180
$58.2K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
2+ 0.21% |
$873 - $992
|
977
$316K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
22New |
$9.6K - $10.9K
|
22
$7.11K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.88% |
$436 - $496
|
16
$5.17K
|
|
|
Jul 06, 2023
Q2 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
26.2K+ 47.53% |
$11.4M - $13M
|
81.2K
$26.2M
|
|
| Q1 2023 | |||||||
|
Sep 02, 2025
Q1 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
16.9K+ 82.54% |
$7.53M - $8.47M
|
37.3K
$12M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.99KNew |
$1.78M - $2M
|
3.99K
$1.29M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
19New |
$8.48K - $9.54K
|
19
$6.14K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$446 - $502
|
0
$0
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-420- 35.96% |
$187K - $211K
|
748
$242K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.94K- 85.12% |
$1.31M - $1.47M
|
513
$166K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
61+ 19.24% |
$27.2K - $30.6K
|
378
$122K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
20+ 3.57% |
$8.93K - $10K
|
580
$187K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.9K- 58.47% |
$3.08M - $3.47M
|
4.9K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
150+ 16.67% |
$66.9K - $75.3K
|
1.05K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
36.4KNew |
$16.2M - $18.3M
|
36.4K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
518New |
$231K - $260K
|
518
$167K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$995K - $1.12M
|
2.23K
$721K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-147- 22.62% |
$65.6K - $73.8K
|
503
$163K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-6.21K- 63.62% |
$2.77M - $3.12M
|
3.55K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
1.01KNew |
$449K - $505K
|
1.01K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
7.03KNew |
$3.14M - $3.53M
|
7.03K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-184- 2.72% |
$82.1K - $92.4K
|
6.57K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
55New |
$24.5K - $27.6K
|
55
$17.8K
|
|
|
May 12, 2023
Q1 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
CALL |
10.3KNew |
$4.6M - $5.17M
|
10.3K
$3.33M
|
|