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 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
148+ 25.87% |
$55.1K - $67K
|
720
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
146+ 22.26% |
$54.4K - $66.1K
|
802
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 20.8% |
$54K - $65.6K
|
842
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
142+ 18.11% |
$52.9K - $64.3K
|
926
$299K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
140+ 8.93% |
$52.1K - $63.4K
|
1.71K
$552K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
135+ 21.53% |
$50.3K - $61.1K
|
762
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
133+ 22.77% |
$49.5K - $60.2K
|
717
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
131+ 17.75% |
$48.8K - $59.3K
|
869
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
126+ 4.58% |
$46.9K - $57K
|
2.88K
$929K
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
125+ 19.81% |
$46.5K - $56.6K
|
756
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
122+ 35.47% |
$45.4K - $55.2K
|
466
$151K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122+ 20.78% |
$45.4K - $55.2K
|
709
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
118+ 1.09% |
$43.9K - $53.4K
|
11K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
116+ 21.25% |
$43.2K - $52.5K
|
662
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
115+ 3.12% |
$42.8K - $52.1K
|
3.8K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
115+ 0.39% |
$42.8K - $52.1K
|
29.7K
$9.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
115+ 1.22% |
$42.8K - $52.1K
|
9.54K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113+ 2.19% |
$42.1K - $51.2K
|
5.27K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
110New |
$40.9K - $49.8K
|
110
$35.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
110+ 3.53% |
$40.9K - $49.8K
|
3.22K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
103+ 5.49% |
$38.3K - $46.6K
|
1.98K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
102+ 0.55% |
$38K - $46.2K
|
18.5K
$5.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
100+ 16.67% |
$37.2K - $45.3K
|
700
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
100+ 8.33% |
$37.2K - $45.3K
|
1.3K
$420K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
98+ 16.47% |
$36.5K - $44.4K
|
693
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
97+ 6.5% |
$36.1K - $43.9K
|
1.59K
$514K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
96+ 12.6% |
$35.7K - $43.5K
|
858
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
96+ 0.44% |
$35.7K - $43.5K
|
21.9K
$7.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
95+ 9.06% |
$35.4K - $43K
|
1.14K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
92+ 8.53% |
$34.2K - $41.6K
|
1.17K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
91+ 52.91% |
$33.9K - $41.2K
|
263
$85K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
91+ 2.58% |
$33.9K - $41.2K
|
3.62K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
90+ 2.32% |
$33.5K - $40.7K
|
3.96K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
87+ 11.25% |
$32.4K - $39.4K
|
860
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
87+ 0.91% |
$32.4K - $39.4K
|
9.6K
$3.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
87+ 16.26% |
$32.4K - $39.4K
|
622
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
86+ 8.94% |
$32K - $38.9K
|
1.05K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
86+ 1.04% |
$32K - $38.9K
|
8.37K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
86+ 0.21% |
$32K - $38.9K
|
41.8K
$13.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
82+ 6.92% |
$30.5K - $37.1K
|
1.27K
$409K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
82+ 2.87% |
$30.5K - $37.1K
|
2.94K
$949K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
82+ 6.88% |
$30.5K - $37.1K
|
1.27K
$411K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$30.5K - $37.1K
|
82
$26.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
80+ 400.0% |
$29.8K - $36.2K
|
100
$32.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
80+ 1.95% |
$29.8K - $36.2K
|
4.18K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
79+ 12.52% |
$29.4K - $35.8K
|
710
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
77+ 0.06% |
$28.7K - $34.9K
|
134K
$43.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
76+ 542.86% |
$28.3K - $34.4K
|
90
$29.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
75New |
$27.9K - $34K
|
75
$24.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
72+ 12.93% |
$26.8K - $32.6K
|
629
$203K
|