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 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-101- 10.04% |
$37K - $44.1K
|
905
$315K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-102- 12.61% |
$37.3K - $44.5K
|
707
$246K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-106- 4.55% |
$38.8K - $46.2K
|
2.22K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-110- 12.05% |
$40.2K - $48K
|
803
$279K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-110- 2.29% |
$40.2K - $48K
|
4.69K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-112- 0.51% |
$41K - $48.9K
|
21.7K
$7.55M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-112- 7.86% |
$41K - $48.9K
|
1.31K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-115- 1.5% |
$42.1K - $50.2K
|
7.55K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-121- 8.4% |
$44.3K - $52.8K
|
1.32K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-122- 15.82% |
$44.6K - $53.2K
|
649
$226K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-122- 2.97% |
$44.6K - $53.2K
|
3.99K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-122- 5.09% |
$44.6K - $53.2K
|
2.28K
$792K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-124- 15.64% |
$45.4K - $54.1K
|
669
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 96.15% |
$45.7K - $54.5K
|
5
$1.74K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-134- 14.84% |
$49K - $58.5K
|
769
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-138- 6.38% |
$50.5K - $60.2K
|
2.03K
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-139- 57.2% |
$50.9K - $60.6K
|
104
$36.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-139- 23.13% |
$50.9K - $60.6K
|
462
$161K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-139- 17.08% |
$50.9K - $60.6K
|
675
$235K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-141- 3.0% |
$51.6K - $61.5K
|
4.55K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-142Closed |
$52K - $61.9K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-145- 2.95% |
$53.1K - $63.3K
|
4.77K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-146- 6.98% |
$53.4K - $63.7K
|
1.95K
$677K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-147- 1.03% |
$53.8K - $64.1K
|
14.2K
$4.93M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-149- 7.89% |
$54.5K - $65K
|
1.74K
$605K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 3.74% |
$54.9K - $65.4K
|
3.86K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-150- 20.8% |
$54.9K - $65.4K
|
571
$199K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-150- 5.71% |
$54.9K - $65.4K
|
2.48K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-153- 4.68% |
$56K - $66.7K
|
3.12K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-154- 0.4% |
$56.3K - $67.2K
|
38.5K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-155- 1.98% |
$56.7K - $67.6K
|
7.67K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-155- 0.65% |
$56.7K - $67.6K
|
23.8K
$8.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-161- 5.93% |
$58.9K - $70.2K
|
2.55K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-161- 0.72% |
$58.9K - $70.2K
|
22.2K
$7.73M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-162- 17.8% |
$59.3K - $70.7K
|
748
$260K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-163- 3.94% |
$59.6K - $71.1K
|
3.98K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-165- 3.38% |
$60.4K - $72K
|
4.72K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-166- 4.97% |
$60.7K - $72.4K
|
3.18K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-169- 8.69% |
$61.8K - $73.7K
|
1.78K
$618K
|
|
|
May 06, 2025
Q1 2025
|
Palmer Knight CO
|
SELL
|
- |
-174- 1.62% |
$63.7K - $75.9K
|
10.5K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-175- 23.03% |
$64K - $76.3K
|
585
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-177- 18.99% |
$64.8K - $77.2K
|
755
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-181- 15.44% |
$66.2K - $79K
|
991
$345K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-181- 16.02% |
$66.2K - $79K
|
949
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-184- 19.72% |
$67.3K - $80.3K
|
749
$261K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-184- 14.37% |
$67.3K - $80.3K
|
1.1K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-184- 19.81% |
$67.3K - $80.3K
|
745
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-185- 25.07% |
$67.7K - $80.7K
|
553
$192K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-191- 14.75% |
$69.9K - $83.3K
|
1.1K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-192- 6.81% |
$70.3K - $83.8K
|
2.63K
$914K
|