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
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
43+ 179.17% |
$15.7K - $18.8K
|
67
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
42+ 5.95% |
$15.4K - $18.3K
|
748
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
41+ 0.81% |
$15K - $17.9K
|
5.11K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
41+ 2.55% |
$15K - $17.9K
|
1.65K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
40+ 1.05% |
$14.6K - $17.5K
|
3.84K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 1.2% |
$14.6K - $17.5K
|
3.37K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
40+ 5.19% |
$14.6K - $17.5K
|
810
$282K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
39+ 29.32% |
$14.3K - $17K
|
172
$59.8K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
39New |
$14.3K - $17K
|
39
$13.6K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 5.38% |
$13.9K - $16.6K
|
744
$259K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 152.0% |
$13.9K - $16.6K
|
63
$21.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
37+ 1.44% |
$13.5K - $16.1K
|
2.61K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
37+ 2.4% |
$13.5K - $16.1K
|
1.58K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37+ 9.54% |
$13.5K - $16.1K
|
425
$148K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
37+ 6.23% |
$13.5K - $16.1K
|
631
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
36+ 2.38% |
$13.2K - $15.7K
|
1.55K
$539K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
36+ 4.77% |
$13.2K - $15.7K
|
791
$275K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 3.77% |
$13.2K - $15.7K
|
990
$344K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 6.46% |
$12.8K - $15.3K
|
577
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
34+ 4.97% |
$12.4K - $14.8K
|
718
$250K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
34+ 1.36% |
$12.4K - $14.8K
|
2.53K
$880K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33+ 5.15% |
$12.1K - $14.4K
|
674
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32+ 2.27% |
$11.7K - $14K
|
1.44K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32+ 1.5% |
$11.7K - $14K
|
2.16K
$752K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31New |
$11.3K - $13.5K
|
31
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
31+ 4.37% |
$11.3K - $13.5K
|
740
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
30+ 1.33% |
$11K - $13.1K
|
2.28K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
30+ 5.26% |
$11K - $13.1K
|
600
$209K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
29New |
$10.6K - $12.7K
|
29
$10.1K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
28+ 2.28% |
$10.2K - $12.2K
|
1.26K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 933.33% |
$10.2K - $12.2K
|
31
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
28+ 2.52% |
$10.2K - $12.2K
|
1.14K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
27New |
$9.88K - $11.8K
|
27
$9.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 1.0% |
$9.88K - $11.8K
|
2.74K
$952K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
27+ 13.3% |
$9.88K - $11.8K
|
230
$80K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27+ 12.56% |
$9.88K - $11.8K
|
242
$84.2K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
27+ 2.64% |
$9.88K - $11.8K
|
1.05K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
26+ 3.04% |
$9.51K - $11.3K
|
882
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26+ 185.71% |
$9.51K - $11.3K
|
40
$13.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 2.19% |
$8.78K - $10.5K
|
1.12K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24New |
$8.78K - $10.5K
|
24
$8.35K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
24+ 0.38% |
$8.78K - $10.5K
|
6.31K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 2.12% |
$8.42K - $10K
|
1.11K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
23New |
$8.42K - $10K
|
23
$8K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23+ 1.4% |
$8.42K - $10K
|
1.67K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
23+ 383.33% |
$8.42K - $10K
|
29
$10.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
22+ 1.37% |
$8.05K - $9.6K
|
1.63K
$567K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
22+ 1.01% |
$8.05K - $9.6K
|
2.2K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.56% |
$8.05K - $9.6K
|
3.92K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 350.0% |
$7.68K - $9.16K
|
27
$9.39K
|