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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.24K+ 10.63% |
$453K - $540K
|
12.9K
$4.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 45.28% |
$445K - $531K
|
3.91K
$1.36M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.2KNew |
$439K - $524K
|
1.2K
$417K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.2K+ 38.54% |
$438K - $522K
|
4.3K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.19KNew |
$436K - $520K
|
1.19K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.18K+ 1.76% |
$431K - $514K
|
68.1K
$23.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 28.19% |
$424K - $506K
|
5.28K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.1K+ 37.06% |
$403K - $480K
|
4.07K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.08K+ 56.17% |
$393K - $469K
|
2.99K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 17.4% |
$388K - $463K
|
7.16K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.05K+ 17.08% |
$385K - $459K
|
7.21K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$384K - $458K
|
1.05K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.04K+ 4.12% |
$379K - $452K
|
26.2K
$9.1M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.03K+ 4.39% |
$377K - $450K
|
24.5K
$8.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 33.33% |
$377K - $449K
|
4.12K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.01K+ 2.74% |
$370K - $441K
|
37.8K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.01KNew |
$368K - $438K
|
1.01K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1KNew |
$366K - $436K
|
1K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
993+ 6.92% |
$363K - $433K
|
15.3K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
989+ 18.35% |
$362K - $431K
|
6.38K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
987+ 9.27% |
$361K - $431K
|
11.6K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
983+ 73.47% |
$360K - $429K
|
2.32K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
982New |
$359K - $428K
|
982
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
975+ 16.55% |
$357K - $425K
|
6.87K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
968New |
$354K - $422K
|
968
$337K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
951New |
$348K - $415K
|
951
$331K
|
|
|
May 06, 2025
Q1 2025
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
949+ 3.6% |
$347K - $414K
|
27.3K
$9.5M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
945New |
$346K - $412K
|
945
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
944+ 3.18% |
$345K - $412K
|
30.6K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
933New |
$341K - $407K
|
933
$325K
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
932+ 0.6% |
$341K - $407K
|
156K
$54.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
925+ 32.44% |
$338K - $404K
|
3.78K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
923New |
$338K - $403K
|
923
$321K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
922+ 6.29% |
$337K - $402K
|
15.6K
$5.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
913+ 15.73% |
$334K - $398K
|
6.72K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
902New |
$330K - $393K
|
902
$314K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
891New |
$326K - $389K
|
891
$310K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
885+ 84.05% |
$324K - $386K
|
1.94K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
879New |
$322K - $383K
|
879
$306K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
876+ 22.36% |
$321K - $382K
|
4.79K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
871New |
$319K - $380K
|
871
$303K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
858+ 27.55% |
$314K - $374K
|
3.97K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
851+ 19.19% |
$311K - $371K
|
5.29K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
849New |
$311K - $370K
|
849
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
848New |
$310K - $370K
|
848
$295K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
846+ 82.22% |
$310K - $369K
|
1.88K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
844New |
$309K - $368K
|
844
$294K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
844New |
$309K - $368K
|
844
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
842+ 36.2% |
$308K - $367K
|
3.17K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
825+ 74.53% |
$302K - $360K
|
1.93K
$672K
|