Latest Institutional Purchases of Elevance Health, Inc. (ELV)
This list provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31New |
$11.3K - $13.5K
|
31
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
30+ 5.26% |
$11K - $13.1K
|
600
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
30+ 1.33% |
$11K - $13.1K
|
2.28K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
29New |
$10.6K - $12.7K
|
29
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
28+ 2.52% |
$10.2K - $12.2K
|
1.14K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 933.33% |
$10.2K - $12.2K
|
31
$10.8K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
28+ 2.28% |
$10.2K - $12.2K
|
1.26K
$437K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
27+ 2.64% |
$9.88K - $11.8K
|
1.05K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 12.56% |
$9.88K - $11.8K
|
242
$84.2K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
27+ 13.3% |
$9.88K - $11.8K
|
230
$80K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 1.0% |
$9.88K - $11.8K
|
2.74K
$952K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26+ 185.71% |
$9.51K - $11.3K
|
40
$13.9K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
24+ 0.38% |
$8.78K - $10.5K
|
6.31K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24New |
$8.78K - $10.5K
|
24
$8.35K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 2.19% |
$8.78K - $10.5K
|
1.12K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
23+ 383.33% |
$8.42K - $10K
|
29
$10.1K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
23New |
$8.42K - $10K
|
23
$8K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23+ 1.4% |
$8.42K - $10K
|
1.67K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 2.12% |
$8.42K - $10K
|
1.11K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.56% |
$8.05K - $9.6K
|
3.92K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
22+ 1.01% |
$8.05K - $9.6K
|
2.2K
$764K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
22+ 1.37% |
$8.05K - $9.6K
|
1.63K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21+ 3.31% |
$7.68K - $9.16K
|
656
$228K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21+ 2.04% |
$7.68K - $9.16K
|
1.05K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 350.0% |
$7.68K - $9.16K
|
27
$9.39K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 3.55% |
$7.32K - $8.73K
|
583
$203K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 2.17% |
$7.32K - $8.73K
|
940
$327K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 11.98% |
$7.32K - $8.73K
|
187
$65K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 60.61% |
$7.32K - $8.73K
|
53
$18.4K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 1.13% |
$6.95K - $8.29K
|
1.7K
$591K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19+ 2.27% |
$6.95K - $8.29K
|
856
$298K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 900.0% |
$6.59K - $7.85K
|
20
$6.96K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 41.86% |
$6.59K - $7.85K
|
61
$21.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18+ 1.37% |
$6.59K - $7.85K
|
1.33K
$463K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 283.33% |
$6.22K - $7.42K
|
23
$8K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
17+ 2.44% |
$6.22K - $7.42K
|
714
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 6.01% |
$6.22K - $7.42K
|
300
$104K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
16New |
$5.85K - $6.98K
|
16
$5.57K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$5.49K - $6.54K
|
15
$5.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
15+ 0.29% |
$5.49K - $6.54K
|
5.2K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
15+ 1.12% |
$5.49K - $6.54K
|
1.36K
$472K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14New |
$5.12K - $6.11K
|
14
$4.87K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14+ 73.68% |
$5.12K - $6.11K
|
33
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.11% |
$5.12K - $6.11K
|
13.3K
$4.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 116.67% |
$5.12K - $6.11K
|
26
$9.04K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 6.8% |
$5.12K - $6.11K
|
220
$76.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.18% |
$4.76K - $5.67K
|
7.38K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 3.93% |
$4.76K - $5.67K
|
344
$120K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13+ 0.74% |
$4.76K - $5.67K
|
1.77K
$617K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 2.25% |
$4.76K - $5.67K
|
590
$205K
|