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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
146+ 20.0% |
$53.4K - $63.7K
|
876
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
145+ 12.08% |
$53.1K - $63.3K
|
1.35K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
142+ 20.82% |
$52K - $61.9K
|
824
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
141+ 5.12% |
$51.6K - $61.5K
|
2.89K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
140+ 3.53% |
$51.2K - $61.1K
|
4.1K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
138+ 1.34% |
$50.5K - $60.2K
|
10.4K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
137+ 20.92% |
$50.1K - $59.8K
|
792
$275K
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
136+ 4.2% |
$49.8K - $59.3K
|
3.38K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
134+ 6.98% |
$49K - $58.5K
|
2.05K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
131+ 192.65% |
$47.9K - $57.1K
|
199
$69.2K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
131+ 5.82% |
$47.9K - $57.1K
|
2.38K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
130+ 14.99% |
$47.6K - $56.7K
|
997
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
128+ 7.04% |
$46.8K - $55.8K
|
1.95K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128New |
$46.8K - $55.8K
|
128
$44.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
127+ 17.79% |
$46.5K - $55.4K
|
841
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
126+ 2.3% |
$46.1K - $55K
|
5.61K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
126+ 1.84% |
$46.1K - $55K
|
6.96K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
126+ 0.37% |
$46.1K - $55K
|
33.9K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
124+ 11.69% |
$45.4K - $54.1K
|
1.19K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
123+ 13.85% |
$45K - $53.7K
|
1.01K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
123+ 2.19% |
$45K - $53.7K
|
5.74K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
123New |
$45K - $53.7K
|
123
$42.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
122+ 27.73% |
$44.6K - $53.2K
|
562
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
122+ 9.74% |
$44.6K - $53.2K
|
1.38K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
118+ 2.06% |
$43.2K - $51.5K
|
5.86K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 17.16% |
$42.4K - $50.6K
|
792
$275K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
116+ 6.92% |
$42.4K - $50.6K
|
1.79K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
115+ 13.87% |
$42.1K - $50.2K
|
944
$328K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
114+ 6.08% |
$41.7K - $49.7K
|
1.99K
$692K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
113+ 5.11% |
$41.3K - $49.3K
|
2.33K
$809K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
112+ 9.38% |
$41K - $48.9K
|
1.31K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
111+ 135.37% |
$40.6K - $48.4K
|
193
$67.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
111+ 2.21% |
$40.6K - $48.4K
|
5.14K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
110+ 3.24% |
$40.2K - $48K
|
3.51K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
109+ 1.05% |
$39.9K - $47.6K
|
10.4K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
108+ 2.3% |
$39.5K - $47.1K
|
4.81K
$1.67M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
106+ 10.21% |
$38.8K - $46.2K
|
1.14K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 68.67% |
$37.7K - $44.9K
|
253
$88K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
102+ 16.06% |
$37.3K - $44.5K
|
737
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
101+ 7.24% |
$37K - $44.1K
|
1.5K
$520K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$36.6K - $43.6K
|
100
$34.8K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
100+ 9.09% |
$36.6K - $43.6K
|
1.2K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 0.54% |
$36.6K - $43.6K
|
18.5K
$6.44M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
99+ 14.86% |
$36.2K - $43.2K
|
765
$266K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
99+ 330.0% |
$36.2K - $43.2K
|
129
$44.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
98+ 12.84% |
$35.9K - $42.8K
|
861
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
98+ 1.8% |
$35.9K - $42.8K
|
5.55K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
95+ 5.06% |
$34.8K - $41.4K
|
1.97K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 5.06% |
$34K - $40.6K
|
1.93K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
93+ 4.18% |
$34K - $40.6K
|
2.32K
$806K
|