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 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
270New |
$98.8K - $118K
|
270
$93.9K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
261+ 129.21% |
$95.5K - $114K
|
463
$161K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
259+ 6.48% |
$94.8K - $113K
|
4.25K
$1.48M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
254+ 41.91% |
$92.9K - $111K
|
860
$299K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
249+ 19.86% |
$91.1K - $109K
|
1.5K
$523K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
245+ 34.56% |
$89.6K - $107K
|
954
$332K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
244+ 16.79% |
$89.3K - $106K
|
1.7K
$590K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
239+ 0.2% |
$87.5K - $104K
|
123K
$42.7M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
239+ 4.55% |
$87.5K - $104K
|
5.49K
$1.91M
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
238New |
$87.1K - $104K
|
238
$82.8K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
236+ 5.77% |
$86.4K - $103K
|
4.33K
$1.51M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
233+ 12.96% |
$85.3K - $102K
|
2.03K
$706K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
232+ 24.27% |
$84.9K - $101K
|
1.19K
$413K
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
230+ 0.23% |
$84.2K - $100K
|
99.4K
$34.6M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
229+ 2.08% |
$83.8K - $99.9K
|
11.2K
$3.91M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
225+ 6.68% |
$82.3K - $98.2K
|
3.6K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
222+ 107.77% |
$81.2K - $96.8K
|
428
$149K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
220New |
$80.5K - $96K
|
220
$76.5K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
215+ 26.41% |
$78.7K - $93.8K
|
1.03K
$358K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
209+ 6.18% |
$76.5K - $91.2K
|
3.59K
$1.25M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
207New |
$75.7K - $90.3K
|
207
$72K
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
207+ 26.07% |
$75.7K - $90.3K
|
1K
$348K
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
207+ 19.58% |
$75.7K - $90.3K
|
1.26K
$440K
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
207+ 26.07% |
$75.7K - $90.3K
|
1K
$348K
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
204+ 2.06% |
$74.6K - $89K
|
10.1K
$3.52M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
202+ 23.54% |
$73.9K - $88.1K
|
1.06K
$369K
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
201+ 0.4% |
$73.5K - $87.7K
|
50.7K
$17.6M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
199+ 78.97% |
$72.8K - $86.8K
|
451
$157K
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
194+ 6.59% |
$71K - $84.6K
|
3.14K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
192+ 24.09% |
$70.3K - $83.8K
|
989
$344K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
187New |
$68.4K - $81.6K
|
187
$65K
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
187+ 14.13% |
$68.4K - $81.6K
|
1.51K
$525K
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
186+ 14.16% |
$68.1K - $81.1K
|
1.5K
$522K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
182+ 30.74% |
$66.6K - $79.4K
|
774
$269K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
182+ 20.63% |
$66.6K - $79.4K
|
1.06K
$370K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
175+ 27.05% |
$64K - $76.3K
|
822
$286K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
174+ 8.61% |
$63.7K - $75.9K
|
2.19K
$763K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
173+ 21.73% |
$63.3K - $75.5K
|
969
$337K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
169+ 4.39% |
$61.8K - $73.7K
|
4.02K
$1.4M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
166+ 26.99% |
$60.7K - $72.4K
|
781
$272K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
162+ 5.08% |
$59.3K - $70.7K
|
3.35K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
162New |
$59.3K - $70.7K
|
162
$56.4K
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
159+ 3.58% |
$58.2K - $69.4K
|
4.6K
$1.6M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
158+ 7.63% |
$57.8K - $68.9K
|
2.23K
$776K
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
158+ 11.39% |
$57.8K - $68.9K
|
1.55K
$537K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
151+ 34.87% |
$55.3K - $65.9K
|
584
$203K
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
150New |
$54.9K - $65.4K
|
150
$52.2K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
149+ 29.8% |
$54.5K - $65K
|
649
$226K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
147+ 11.65% |
$53.8K - $64.1K
|
1.41K
$490K
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
146+ 4.8% |
$53.4K - $63.7K
|
3.19K
$1.11M
|