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 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24New |
$8.78K - $10.5K
|
24
$7.75K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
24+ 0.38% |
$8.78K - $10.5K
|
6.31K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 2.12% |
$8.42K - $10K
|
1.11K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
23New |
$8.42K - $10K
|
23
$7.43K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23+ 1.4% |
$8.42K - $10K
|
1.67K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
23+ 383.33% |
$8.42K - $10K
|
29
$9.37K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
22+ 1.37% |
$8.05K - $9.6K
|
1.63K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
22+ 1.01% |
$8.05K - $9.6K
|
2.2K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.56% |
$8.05K - $9.6K
|
3.92K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 350.0% |
$7.68K - $9.16K
|
27
$8.72K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21+ 2.04% |
$7.68K - $9.16K
|
1.05K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21+ 3.31% |
$7.68K - $9.16K
|
656
$212K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
20+ 33.9% |
$7.32K - $8.73K
|
79
$25.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 60.61% |
$7.32K - $8.73K
|
53
$17.1K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 11.98% |
$7.32K - $8.73K
|
187
$60.4K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 2.17% |
$7.32K - $8.73K
|
940
$304K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 3.55% |
$7.32K - $8.73K
|
583
$188K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19+ 2.27% |
$6.95K - $8.29K
|
856
$277K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 1.13% |
$6.95K - $8.29K
|
1.7K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18+ 1.37% |
$6.59K - $7.85K
|
1.33K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 41.86% |
$6.59K - $7.85K
|
61
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 900.0% |
$6.59K - $7.85K
|
20
$6.46K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 28.33% |
$6.22K - $7.42K
|
77
$24.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 6.01% |
$6.22K - $7.42K
|
300
$96.9K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
17+ 2.44% |
$6.22K - $7.42K
|
714
$231K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 283.33% |
$6.22K - $7.42K
|
23
$7.43K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
16+ 0.84% |
$5.85K - $6.98K
|
1.93K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
16New |
$5.85K - $6.98K
|
16
$5.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
15+ 1.12% |
$5.49K - $6.54K
|
1.36K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
15+ 0.29% |
$5.49K - $6.54K
|
5.2K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$5.49K - $6.54K
|
15
$4.85K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 6.8% |
$5.12K - $6.11K
|
220
$71.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 140.0% |
$5.12K - $6.11K
|
24
$7.75K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 116.67% |
$5.12K - $6.11K
|
26
$8.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.11% |
$5.12K - $6.11K
|
13.3K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14+ 73.68% |
$5.12K - $6.11K
|
33
$10.7K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14New |
$5.12K - $6.11K
|
14
$4.52K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 2.25% |
$4.76K - $5.67K
|
590
$191K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13+ 0.74% |
$4.76K - $5.67K
|
1.77K
$573K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 3.93% |
$4.76K - $5.67K
|
344
$111K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.18% |
$4.76K - $5.67K
|
7.38K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
12+ 0.9% |
$4.39K - $5.24K
|
1.35K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.92% |
$4.39K - $5.24K
|
1.31K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
12+ 3.07% |
$4.39K - $5.24K
|
403
$130K
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.05% |
$4.39K - $5.24K
|
24.6K
$7.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 5.47% |
$4.02K - $4.8K
|
212
$68.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 12.09% |
$4.02K - $4.8K
|
102
$33K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
11+ 1.94% |
$4.02K - $4.8K
|
578
$187K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11+ 1.46% |
$4.02K - $4.8K
|
764
$247K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11+ 0.89% |
$4.02K - $4.8K
|
1.24K
$402K
|