Purchases and Sales Made in Q2 2025 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
254+ 13.9% |
$94.6K - $115K
|
2.08K
$672K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
249+ 39.59% |
$92.7K - $113K
|
878
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
247+ 23.21% |
$92K - $112K
|
1.31K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
241+ 18.0% |
$89.7K - $109K
|
1.58K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
238+ 18.21% |
$88.6K - $108K
|
1.55K
$499K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
235+ 6.89% |
$87.5K - $106K
|
3.65K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
229+ 49.57% |
$85.2K - $104K
|
691
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
226+ 0.42% |
$84.1K - $102K
|
54K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
225+ 6.07% |
$83.8K - $102K
|
3.93K
$1.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
225+ 3.38% |
$83.8K - $102K
|
6.87K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
224+ 179.2% |
$83.4K - $101K
|
349
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
224+ 29.28% |
$83.4K - $101K
|
989
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
223+ 14.43% |
$83K - $101K
|
1.77K
$571K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
221+ 15.5% |
$82.3K - $100K
|
1.65K
$532K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
219+ 0.59% |
$81.5K - $99.1K
|
37.4K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
209+ 5.17% |
$77.8K - $94.6K
|
4.25K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
208+ 20.43% |
$77.4K - $94.2K
|
1.23K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
206+ 11.92% |
$76.7K - $93.3K
|
1.93K
$625K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
202+ 2.9% |
$75.2K - $91.4K
|
7.16K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
199+ 49.14% |
$74.1K - $90.1K
|
604
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
199+ 19.34% |
$74.1K - $90.1K
|
1.23K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
198+ 37.79% |
$73.7K - $89.6K
|
722
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
194+ 7.09% |
$72.2K - $87.8K
|
2.93K
$947K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
190+ 32.15% |
$70.7K - $86K
|
781
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
190+ 0.05% |
$70.7K - $86K
|
375K
$121M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
188+ 43.93% |
$70K - $85.1K
|
616
$199K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
184+ 24.7% |
$68.5K - $83.3K
|
929
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
182+ 27.29% |
$67.8K - $82.4K
|
849
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
181+ 11.41% |
$67.4K - $81.9K
|
1.77K
$571K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180+ 2.96% |
$67K - $81.5K
|
6.26K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
180New |
$67K - $81.5K
|
180
$58.2K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
178+ 10.44% |
$66.3K - $80.6K
|
1.88K
$608K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
177+ 37.9% |
$65.9K - $80.1K
|
644
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
176+ 11.43% |
$65.5K - $79.7K
|
1.72K
$554K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
176+ 15.24% |
$65.5K - $79.7K
|
1.33K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
176+ 0.67% |
$65.5K - $79.7K
|
26.4K
$8.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
175+ 13.18% |
$65.1K - $79.2K
|
1.5K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
174+ 29.29% |
$64.8K - $78.8K
|
768
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
172+ 22.99% |
$64K - $77.9K
|
920
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
169+ 4.63% |
$62.9K - $76.5K
|
3.82K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
168+ 16.8% |
$62.5K - $76.1K
|
1.17K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
163+ 2.43% |
$60.7K - $73.8K
|
6.88K
$2.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
163+ 4.3% |
$60.7K - $73.8K
|
3.96K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
161+ 2.78% |
$59.9K - $72.9K
|
5.96K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
158+ 29.48% |
$58.8K - $71.5K
|
694
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
157+ 9.9% |
$58.4K - $71.1K
|
1.74K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
157+ 1.95% |
$58.4K - $71.1K
|
8.19K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
156New |
$58.1K - $70.6K
|
156
$50.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
152New |
$56.6K - $68.8K
|
152
$49.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
149+ 116.41% |
$55.5K - $67.5K
|
277
$89.5K
|