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 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-195- 22.23% |
$71.4K - $85.1K
|
682
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-196- 7.64% |
$71.7K - $85.5K
|
2.37K
$824K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-197- 24.05% |
$72.1K - $85.9K
|
622
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 13.62% |
$73.2K - $87.3K
|
1.27K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.81% |
$73.2K - $87.3K
|
10.8K
$3.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-203- 18.11% |
$74.3K - $88.6K
|
918
$319K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-204- 13.99% |
$74.6K - $89K
|
1.25K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-206- 13.52% |
$75.4K - $89.9K
|
1.32K
$458K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-208- 13.98% |
$76.1K - $90.7K
|
1.28K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-209- 4.05% |
$76.5K - $91.2K
|
4.96K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-210- 2.34% |
$76.8K - $91.6K
|
8.78K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-212- 4.92% |
$77.6K - $92.5K
|
4.1K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-214- 5.9% |
$78.3K - $93.4K
|
3.41K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-214- 16.53% |
$78.3K - $93.4K
|
1.08K
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-215- 30.98% |
$78.7K - $93.8K
|
479
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-217- 15.19% |
$79.4K - $94.7K
|
1.21K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
SELL
|
- |
-220- 7.78% |
$80.5K - $96K
|
2.61K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-226- 2.76% |
$82.7K - $98.6K
|
7.95K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-240- 16.44% |
$87.8K - $105K
|
1.22K
$424K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-245- 21.01% |
$89.6K - $107K
|
921
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-250- 20.49% |
$91.5K - $109K
|
970
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-250- 14.2% |
$91.5K - $109K
|
1.51K
$525K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-266- 57.45% |
$97.3K - $116K
|
197
$68.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-266- 33.59% |
$97.3K - $116K
|
526
$183K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-267- 96.39% |
$97.7K - $116K
|
10
$3.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-269- 2.93% |
$98.4K - $117K
|
8.91K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-271- 17.13% |
$99.2K - $118K
|
1.31K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-276- 2.66% |
$101K - $120K
|
10.1K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
SELL
|
- |
-282- 10.09% |
$103K - $123K
|
2.51K
$874K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-283- 0.8% |
$104K - $123K
|
35.1K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-288- 1.35% |
$105K - $126K
|
21K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-305- 10.63% |
$112K - $133K
|
2.56K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-311- 6.74% |
$114K - $136K
|
4.31K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-313- 37.35% |
$115K - $137K
|
525
$183K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-316- 35.59% |
$116K - $138K
|
572
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 6.42% |
$116K - $139K
|
4.64K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-321- 4.69% |
$117K - $140K
|
6.52K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-323- 7.02% |
$118K - $141K
|
4.28K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-332- 76.5% |
$121K - $145K
|
102
$35.5K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-338- 14.97% |
$124K - $147K
|
1.92K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-340- 17.83% |
$124K - $148K
|
1.57K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-350- 18.02% |
$128K - $153K
|
1.59K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-354- 4.68% |
$130K - $154K
|
7.22K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-359- 2.89% |
$131K - $157K
|
12K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-371- 4.23% |
$136K - $162K
|
8.4K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-372- 22.32% |
$136K - $162K
|
1.3K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-376- 0.75% |
$138K - $164K
|
49.8K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-378- 25.05% |
$138K - $165K
|
1.13K
$393K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-382- 24.85% |
$140K - $167K
|
1.16K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-384- 11.54% |
$141K - $168K
|
2.94K
$1.02M
|