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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-13- 54.17% |
$4.76K - $5.67K
|
11
$3.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$4.76K - $5.67K
|
10.3K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-13- 76.47% |
$4.76K - $5.67K
|
4
$1.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 1.5% |
$5.12K - $6.11K
|
918
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-16- 0.31% |
$5.85K - $6.98K
|
5.1K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-16- 2.47% |
$5.85K - $6.98K
|
633
$220K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-17- 3.13% |
$6.22K - $7.42K
|
526
$183K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-18- 3.03% |
$6.59K - $7.85K
|
576
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-19- 7.85% |
$6.95K - $8.29K
|
223
$77.6K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-19- 3.09% |
$6.95K - $8.29K
|
596
$207K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-19- 1.18% |
$6.95K - $8.29K
|
1.59K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-19- 1.73% |
$6.95K - $8.29K
|
1.08K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 2.53% |
$7.32K - $8.73K
|
769
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20- 1.93% |
$7.32K - $8.73K
|
1.02K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-20- 0.62% |
$7.32K - $8.73K
|
3.18K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-21- 3.27% |
$7.68K - $9.16K
|
622
$216K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-21- 0.77% |
$7.68K - $9.16K
|
2.69K
$936K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-21- 2.88% |
$7.68K - $9.16K
|
707
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 13.58% |
$8.05K - $9.6K
|
140
$48.7K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-22- 2.05% |
$8.05K - $9.6K
|
1.05K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-25- 2.6% |
$9.15K - $10.9K
|
935
$325K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25- 3.61% |
$9.15K - $10.9K
|
667
$232K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25- 1.18% |
$9.15K - $10.9K
|
2.1K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-26- 0.43% |
$9.51K - $11.3K
|
6K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-27- 2.68% |
$9.88K - $11.8K
|
982
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-28- 2.91% |
$10.2K - $12.2K
|
933
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-28- 2.25% |
$10.2K - $12.2K
|
1.22K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-29- 2.23% |
$10.6K - $12.7K
|
1.27K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-29- 15.1% |
$10.6K - $12.7K
|
163
$56.7K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-29- 2.49% |
$10.6K - $12.7K
|
1.13K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-30- 5.3% |
$11K - $13.1K
|
536
$186K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-30- 4.03% |
$11K - $13.1K
|
714
$248K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-30- 1.71% |
$11K - $13.1K
|
1.72K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 1.27% |
$11K - $13.1K
|
2.33K
$810K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.78% |
$11.7K - $14K
|
4.06K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-32- 4.44% |
$11.7K - $14K
|
688
$239K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-33- 2.14% |
$12.1K - $14.4K
|
1.51K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-35- 6.07% |
$12.8K - $15.3K
|
542
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-36- 6.04% |
$13.2K - $15.7K
|
560
$195K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-36- 1.5% |
$13.2K - $15.7K
|
2.36K
$822K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-37- 26.62% |
$13.5K - $16.1K
|
102
$35.5K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-39- 44.83% |
$14.3K - $17K
|
48
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39- 5.15% |
$14.3K - $17K
|
719
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40- 6.75% |
$14.6K - $17.5K
|
553
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-41- 1.13% |
$15K - $17.9K
|
3.58K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-41- 4.38% |
$15K - $17.9K
|
895
$311K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-43- 2.8% |
$15.7K - $18.8K
|
1.49K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.54% |
$15.7K - $18.8K
|
7.99K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-44- 2.55% |
$16.1K - $19.2K
|
1.68K
$585K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-44- 7.04% |
$16.1K - $19.2K
|
581
$202K
|