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 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21+ 2.04% |
$7.68K - $9.16K
|
1.05K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21+ 3.31% |
$7.68K - $9.16K
|
656
$228K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
20+ 33.9% |
$7.32K - $8.73K
|
79
$27.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 60.61% |
$7.32K - $8.73K
|
53
$18.4K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 11.98% |
$7.32K - $8.73K
|
187
$65K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 2.17% |
$7.32K - $8.73K
|
940
$327K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 3.55% |
$7.32K - $8.73K
|
583
$203K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19+ 2.27% |
$6.95K - $8.29K
|
856
$298K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 1.13% |
$6.95K - $8.29K
|
1.7K
$591K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18+ 1.37% |
$6.59K - $7.85K
|
1.33K
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 41.86% |
$6.59K - $7.85K
|
61
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 900.0% |
$6.59K - $7.85K
|
20
$6.96K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 28.33% |
$6.22K - $7.42K
|
77
$26.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 6.01% |
$6.22K - $7.42K
|
300
$104K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
17+ 2.44% |
$6.22K - $7.42K
|
714
$248K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 283.33% |
$6.22K - $7.42K
|
23
$8K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
16+ 0.84% |
$5.85K - $6.98K
|
1.93K
$670K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
16New |
$5.85K - $6.98K
|
16
$5.57K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
15+ 1.12% |
$5.49K - $6.54K
|
1.36K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
15+ 0.29% |
$5.49K - $6.54K
|
5.2K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$5.49K - $6.54K
|
15
$5.22K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 6.8% |
$5.12K - $6.11K
|
220
$76.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 140.0% |
$5.12K - $6.11K
|
24
$8.35K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 116.67% |
$5.12K - $6.11K
|
26
$9.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.11% |
$5.12K - $6.11K
|
13.3K
$4.63M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14+ 73.68% |
$5.12K - $6.11K
|
33
$11.5K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14New |
$5.12K - $6.11K
|
14
$4.87K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 2.25% |
$4.76K - $5.67K
|
590
$205K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13+ 0.74% |
$4.76K - $5.67K
|
1.77K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 3.93% |
$4.76K - $5.67K
|
344
$120K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.18% |
$4.76K - $5.67K
|
7.38K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
12+ 0.9% |
$4.39K - $5.24K
|
1.35K
$470K
|
|
|
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
$456K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
12+ 3.07% |
$4.39K - $5.24K
|
403
$140K
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.05% |
$4.39K - $5.24K
|
24.6K
$8.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 5.47% |
$4.02K - $4.8K
|
212
$73.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 12.09% |
$4.02K - $4.8K
|
102
$35.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
11+ 1.94% |
$4.02K - $4.8K
|
578
$201K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11+ 1.46% |
$4.02K - $4.8K
|
764
$266K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11+ 0.89% |
$4.02K - $4.8K
|
1.24K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
11+ 0.7% |
$4.02K - $4.8K
|
1.58K
$548K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
10+ 0.04% |
$3.66K - $4.36K
|
25.6K
$8.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10+ 0.68% |
$3.66K - $4.36K
|
1.48K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
10+ 0.39% |
$3.66K - $4.36K
|
2.57K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$3.66K - $4.36K
|
19.9K
$6.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 1.02% |
$3.66K - $4.36K
|
995
$346K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
10+ 1.73% |
$3.66K - $4.36K
|
587
$204K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
10+ 0.35% |
$3.66K - $4.36K
|
2.83K
$984K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9+ 1.25% |
$3.29K - $3.93K
|
729
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 1.99% |
$3.29K - $3.93K
|
462
$161K
|