Purchases and Sales Made in Q1 2025 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q1 2025. The information is specifically focused on institutions that hold shares of Elevance Health, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
457+ 0.48% |
$167K - $199K
|
95K
$33M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
452+ 7.02% |
$165K - $197K
|
6.89K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
435+ 0.13% |
$159K - $190K
|
342K
$119M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
435+ 27.26% |
$159K - $190K
|
2.03K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
430+ 1.21% |
$157K - $188K
|
36.1K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
422+ 334.92% |
$154K - $184K
|
548
$191K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
419+ 23.75% |
$153K - $183K
|
2.18K
$759K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
418+ 30.22% |
$153K - $182K
|
1.8K
$626K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
410+ 6.71% |
$150K - $179K
|
6.52K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
409+ 2.53% |
$150K - $178K
|
16.6K
$5.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
405New |
$148K - $177K
|
405
$141K
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
402+ 3.8% |
$147K - $175K
|
11K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
401+ 6.66% |
$147K - $175K
|
6.43K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
400+ 103.63% |
$146K - $175K
|
786
$273K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
399+ 3.83% |
$146K - $174K
|
10.8K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
397+ 39.35% |
$145K - $173K
|
1.41K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
384+ 10.51% |
$141K - $168K
|
4.04K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
383+ 57.25% |
$140K - $167K
|
1.05K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
379+ 35.86% |
$139K - $165K
|
1.44K
$499K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
378+ 18.03% |
$138K - $165K
|
2.47K
$861K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
365+ 32.65% |
$134K - $159K
|
1.48K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
360+ 21.29% |
$132K - $157K
|
2.05K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
356New |
$130K - $155K
|
356
$124K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
356+ 1.25% |
$130K - $155K
|
28.8K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
348+ 33.82% |
$127K - $152K
|
1.38K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
345+ 107.48% |
$126K - $151K
|
666
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
342+ 5.48% |
$125K - $149K
|
6.58K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
340+ 27.22% |
$124K - $148K
|
1.59K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
340+ 46.45% |
$124K - $148K
|
1.07K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
336New |
$123K - $147K
|
336
$117K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
336+ 40.68% |
$123K - $147K
|
1.16K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
333+ 5.18% |
$122K - $145K
|
6.77K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
333+ 37.63% |
$122K - $145K
|
1.22K
$424K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
332+ 20.99% |
$121K - $145K
|
1.91K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
331+ 2.86% |
$121K - $144K
|
11.9K
$4.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
328+ 13.35% |
$120K - $143K
|
2.79K
$969K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
324New |
$119K - $141K
|
324
$113K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
322+ 1.06% |
$118K - $140K
|
30.6K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
319+ 12.89% |
$117K - $139K
|
2.79K
$972K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
315+ 48.69% |
$115K - $137K
|
962
$335K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
304+ 20.69% |
$111K - $133K
|
1.77K
$617K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
303+ 54.99% |
$111K - $132K
|
854
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
300+ 38.91% |
$110K - $131K
|
1.07K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
295+ 3.14% |
$108K - $129K
|
9.68K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
294+ 46.52% |
$108K - $128K
|
926
$322K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
289+ 11.98% |
$106K - $126K
|
2.7K
$940K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
288+ 12.54% |
$105K - $126K
|
2.59K
$899K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
281+ 1.95% |
$103K - $123K
|
14.7K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
279+ 18.92% |
$102K - $122K
|
1.75K
$610K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
278+ 46.72% |
$102K - $121K
|
873
$304K
|