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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
23New |
$8.42K - $11.8K
|
23
$8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
20New |
$7.32K - $10.3K
|
20
$6.96K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19New |
$6.95K - $9.78K
|
19
$6.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18+ 900.0% |
$6.59K - $9.26K
|
20
$6.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18+ 900.0% |
$6.59K - $9.26K
|
20
$6.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18+ 0.89% |
$6.59K - $9.26K
|
2.03K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 2.47% |
$5.49K - $7.72K
|
622
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.44% |
$4.39K - $6.18K
|
2.75K
$957K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11New |
$4.03K - $5.66K
|
11
$3.83K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
9New |
$3.29K - $4.63K
|
9
$3.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8New |
$2.93K - $4.12K
|
8
$2.78K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7New |
$2.56K - $3.6K
|
7
$2.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5New |
$1.83K - $2.57K
|
5
$1.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.83K - $2.57K
|
5
$1.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5+ 0.82% |
$1.83K - $2.57K
|
613
$213K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4New |
$1.46K - $2.06K
|
4
$1.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$1.46K - $2.06K
|
4
$1.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 25.0% |
$1.46K - $2.06K
|
20
$6.96K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 4.11% |
$1.1K - $1.54K
|
76
$26.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3New |
$1.1K - $1.54K
|
3
$1.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$1.1K - $1.54K
|
3
$1.04K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 60.0% |
$1.1K - $1.54K
|
8
$2.78K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$1.1K - $1.54K
|
3
$1.04K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$696
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$696
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$696
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$696
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$696
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$366 - $515
|
1
$348
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$366 - $515
|
774
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1+ 0.15% |
$366 - $515
|
684
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1New |
$366 - $515
|
1
$348
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1New |
$366 - $515
|
1
$348
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
532K+ 85533.12% |
$266M - $299M
|
533K
$185M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
208K+ 51900.0% |
$104M - $117M
|
208K
$72.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
126KNew |
$63.1M - $70.9M
|
126K
$43.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
40.8K+ 14.71% |
$20.4M - $22.9M
|
318K
$111M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
21KNew |
$10.5M - $11.8M
|
21K
$7.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20K+ 11521.26% |
$10M - $11.3M
|
20.2K
$7.03M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
15K+ 62.77% |
$7.51M - $8.45M
|
39K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
7.35K+ 4.61% |
$3.67M - $4.13M
|
167K
$58M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
7K+ 83.33% |
$3.5M - $3.94M
|
15.4K
$5.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.46KNew |
$3.23M - $3.63M
|
6.46K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
4.5K+ 25.0% |
$2.25M - $2.53M
|
22.5K
$7.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
4.41K+ 5.14% |
$2.2M - $2.48M
|
90.1K
$31.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.74KNew |
$1.87M - $2.11M
|
3.74K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.53K+ 67.34% |
$1.76M - $1.98M
|
8.76K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.37K+ 1.25% |
$1.68M - $1.89M
|
272K
$94.6M
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
3.25K+ 32.83% |
$1.63M - $1.83M
|
13.1K
$4.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3KNew |
$1.5M - $1.69M
|
3K
$1.04M
|
|