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 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
638New |
$233K - $278K
|
638
$222K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
637+ 10.56% |
$233K - $278K
|
6.67K
$2.32M
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
633+ 28.68% |
$232K - $276K
|
2.84K
$988K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
631New |
$231K - $275K
|
631
$219K
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
631New |
$231K - $275K
|
631
$219K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
629New |
$230K - $274K
|
629
$219K
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
625New |
$229K - $273K
|
625
$217K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
622+ 71.99% |
$228K - $271K
|
1.49K
$517K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
616New |
$225K - $269K
|
616
$214K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
616+ 25.05% |
$225K - $269K
|
3.08K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
611+ 3.68% |
$224K - $267K
|
17.2K
$5.99M
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
609New |
$223K - $266K
|
609
$212K
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
608New |
$222K - $265K
|
608
$211K
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
601+ 14.77% |
$220K - $262K
|
4.67K
$1.62M
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
600+ 28.93% |
$220K - $262K
|
2.67K
$930K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
600New |
$220K - $262K
|
600
$209K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
595New |
$218K - $260K
|
595
$207K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
594New |
$217K - $259K
|
594
$207K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
593New |
$217K - $259K
|
593
$206K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
591New |
$216K - $258K
|
591
$206K
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
587New |
$215K - $256K
|
587
$204K
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
587New |
$215K - $256K
|
587
$204K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
581+ 24.78% |
$213K - $253K
|
2.93K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
578New |
$211K - $252K
|
578
$201K
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
575New |
$210K - $251K
|
575
$200K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
572New |
$209K - $250K
|
572
$199K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
567New |
$207K - $247K
|
567
$197K
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
563+ 6.55% |
$206K - $246K
|
9.16K
$3.19M
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
559New |
$205K - $244K
|
559
$194K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
558+ 30.76% |
$204K - $243K
|
2.37K
$825K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
558+ 19.62% |
$204K - $243K
|
3.4K
$1.18M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
557New |
$204K - $243K
|
557
$194K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
554New |
$203K - $242K
|
554
$193K
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
546New |
$200K - $238K
|
546
$190K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
544+ 1.37% |
$199K - $237K
|
40.4K
$14M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
542New |
$198K - $236K
|
542
$189K
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
542New |
$198K - $236K
|
542
$189K
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
542New |
$198K - $236K
|
542
$189K
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
540+ 33.67% |
$198K - $236K
|
2.14K
$746K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
535+ 11.21% |
$196K - $233K
|
5.31K
$1.85M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
535New |
$196K - $233K
|
535
$186K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
534New |
$195K - $233K
|
534
$186K
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
530+ 7.06% |
$194K - $231K
|
8.04K
$2.8M
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
530New |
$194K - $231K
|
530
$184K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
529New |
$194K - $231K
|
529
$184K
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
524New |
$192K - $229K
|
524
$182K
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
524New |
$192K - $229K
|
524
$182K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
521+ 79.3% |
$191K - $227K
|
1.18K
$410K
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
518New |
$190K - $226K
|
518
$180K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
514New |
$188K - $224K
|
514
$179K
|