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 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9New |
$3.29K - $3.93K
|
9
$3.13K
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
9+ 1.23% |
$3.29K - $3.93K
|
739
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8New |
$2.93K - $3.49K
|
8
$2.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8New |
$2.93K - $3.49K
|
8
$2.78K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 57.14% |
$2.93K - $3.49K
|
22
$7.65K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.31% |
$2.93K - $3.49K
|
2.62K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8New |
$2.93K - $3.49K
|
8
$2.78K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.39% |
$2.56K - $3.05K
|
1.78K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
7New |
$2.56K - $3.05K
|
7
$2.43K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
7+ 0.29% |
$2.56K - $3.05K
|
2.42K
$842K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.42% |
$2.56K - $3.05K
|
1.67K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 2.7% |
$2.56K - $3.05K
|
266
$92.5K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.38% |
$2.56K - $3.05K
|
1.86K
$648K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 10.53% |
$2.2K - $2.62K
|
63
$21.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 37.5% |
$2.2K - $2.62K
|
22
$7.65K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
6+ 200.0% |
$2.2K - $2.62K
|
9
$3.13K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
6New |
$2.2K - $2.62K
|
6
$2.09K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 0.06% |
$2.2K - $2.62K
|
10.8K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 7.69% |
$2.2K - $2.62K
|
84
$29.2K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6New |
$2.2K - $2.62K
|
6
$2.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 1.55% |
$1.83K - $2.18K
|
327
$114K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5New |
$1.83K - $2.18K
|
5
$1.74K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5+ 0.41% |
$1.83K - $2.18K
|
1.24K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.32% |
$1.83K - $2.18K
|
1.56K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5+ 0.48% |
$1.83K - $2.18K
|
1.04K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5+ 0.14% |
$1.83K - $2.18K
|
3.7K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5+ 0.72% |
$1.83K - $2.18K
|
695
$242K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 5.15% |
$1.83K - $2.18K
|
102
$35.5K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 3.03% |
$1.83K - $2.18K
|
170
$59.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$1.46K - $1.75K
|
4
$1.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$1.46K - $1.75K
|
4
$1.39K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4+ 0.17% |
$1.46K - $1.75K
|
2.31K
$804K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4New |
$1.46K - $1.75K
|
4
$1.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3+ 0.54% |
$1.1K - $1.31K
|
563
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.47% |
$1.1K - $1.31K
|
647
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 13.64% |
$1.1K - $1.31K
|
25
$8.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 150.0% |
$1.1K - $1.31K
|
5
$1.74K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 50.0% |
$1.1K - $1.31K
|
9
$3.13K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3+ 0.36% |
$1.1K - $1.31K
|
829
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2+ 0.8% |
$732 - $873
|
252
$87.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.56% |
$732 - $873
|
358
$125K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$732 - $873
|
2
$696
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.21% |
$732 - $873
|
937
$326K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$732 - $873
|
2
$696
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.26% |
$732 - $873
|
779
$271K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 25.0% |
$732 - $873
|
10
$3.48K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.95% |
$732 - $873
|
212
$73.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
1+ 0.16% |
$366 - $436
|
640
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$366 - $436
|
1
$348
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.09% |
$366 - $436
|
1.11K
$386K
|