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 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
99+ 330.0% |
$36.2K - $43.2K
|
129
$41.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
98+ 12.84% |
$35.9K - $42.8K
|
861
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
98+ 1.8% |
$35.9K - $42.8K
|
5.55K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
95+ 5.06% |
$34.8K - $41.4K
|
1.97K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 5.06% |
$34K - $40.6K
|
1.93K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
93+ 4.18% |
$34K - $40.6K
|
2.32K
$749K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
92+ 1.47% |
$33.7K - $40.1K
|
6.34K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
91+ 0.2% |
$33.3K - $39.7K
|
44.5K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
91+ 4.26% |
$33.3K - $39.7K
|
2.23K
$720K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
91+ 14.7% |
$33.3K - $39.7K
|
710
$229K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
91New |
$33.3K - $39.7K
|
91
$29.4K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
91+ 124.66% |
$33.3K - $39.7K
|
164
$53K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
89+ 5.25% |
$32.6K - $38.8K
|
1.78K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
88+ 586.67% |
$32.2K - $38.4K
|
103
$33.3K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
87+ 2.55% |
$31.8K - $38K
|
3.5K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
85+ 12.3% |
$31.1K - $37.1K
|
776
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
85+ 10.2% |
$31.1K - $37.1K
|
918
$297K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
85+ 11.63% |
$31.1K - $37.1K
|
816
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
84+ 11.35% |
$30.7K - $36.6K
|
824
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
83+ 1.96% |
$30.4K - $36.2K
|
4.33K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
83New |
$30.4K - $36.2K
|
83
$26.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
82+ 1.28% |
$30K - $35.8K
|
6.47K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
80+ 10.78% |
$29.3K - $34.9K
|
822
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
80+ 12.16% |
$29.3K - $34.9K
|
738
$238K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
79+ 6.33% |
$28.9K - $34.5K
|
1.33K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
77+ 12.42% |
$28.2K - $33.6K
|
697
$225K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
76+ 9.99% |
$27.8K - $33.2K
|
837
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
74+ 10.59% |
$27.1K - $32.3K
|
773
$250K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
74+ 12.11% |
$27.1K - $32.3K
|
685
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
73+ 25.35% |
$26.7K - $31.8K
|
361
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
72+ 2.29% |
$26.3K - $31.4K
|
3.21K
$1.04M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
72New |
$26.3K - $31.4K
|
72
$23.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
71+ 4.68% |
$26K - $31K
|
1.59K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
70+ 25.55% |
$25.6K - $30.5K
|
344
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
70+ 14.31% |
$25.6K - $30.5K
|
559
$181K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
69+ 11.02% |
$25.2K - $30.1K
|
695
$225K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
69+ 12.37% |
$25.2K - $30.1K
|
627
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
67+ 1340.0% |
$24.5K - $29.2K
|
72
$23.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
65+ 4.0% |
$23.8K - $28.4K
|
1.69K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64+ 8.85% |
$23.4K - $27.9K
|
787
$254K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
63+ 0.77% |
$23.1K - $27.5K
|
8.28K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 1.7% |
$21.6K - $25.7K
|
3.52K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
57+ 5.01% |
$20.9K - $24.9K
|
1.2K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 1.36% |
$20.9K - $24.9K
|
4.26K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
55+ 0.73% |
$20.1K - $24K
|
7.62K
$2.46M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
54+ 76.06% |
$19.8K - $23.6K
|
125
$40.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$19.4K - $23.1K
|
53
$17.1K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
51+ 8.1% |
$18.7K - $22.2K
|
681
$220K
|
|
|
Aug 14, 2025
Q1 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
50New |
$18.3K - $21.8K
|
50
$16.2K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
49+ 7.32% |
$17.9K - $21.4K
|
718
$232K
|