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
|
Mission Wealth Management, LP
|
BUY
|
- |
71+ 2.21% |
$26.4K - $32.1K
|
3.28K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
71+ 2.02% |
$26.4K - $32.1K
|
3.59K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
70+ 5.23% |
$26.1K - $31.7K
|
1.41K
$455K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
70+ 11.48% |
$26.1K - $31.7K
|
680
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 5.74% |
$26.1K - $31.7K
|
1.29K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67+ 2.28% |
$24.9K - $30.3K
|
3.01K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
65+ 8.15% |
$24.2K - $29.4K
|
863
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 1.69% |
$23.8K - $29K
|
3.84K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
63+ 3.99% |
$23.5K - $28.5K
|
1.64K
$530K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 13.64% |
$23.5K - $28.5K
|
525
$170K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
61+ 3.43% |
$22.7K - $27.6K
|
1.84K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
61New |
$22.7K - $27.6K
|
61
$19.7K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60+ 11.34% |
$22.3K - $27.2K
|
589
$190K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
60+ 8.76% |
$22.3K - $27.2K
|
745
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
59+ 10.5% |
$22K - $26.7K
|
621
$201K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 7.02% |
$22K - $26.7K
|
900
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
58+ 828.57% |
$21.6K - $26.3K
|
65
$21K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
57New |
$21.2K - $25.8K
|
57
$18.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55New |
$20.5K - $24.9K
|
55
$17.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 24.66% |
$20.5K - $24.9K
|
278
$89.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
55+ 6.94% |
$20.5K - $24.9K
|
847
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
55+ 10.7% |
$20.5K - $24.9K
|
569
$184K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
54+ 6.57% |
$20.1K - $24.4K
|
876
$283K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53+ 1.96% |
$19.7K - $24K
|
2.76K
$890K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
53+ 0.43% |
$19.7K - $24K
|
12.5K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
51+ 510.0% |
$19K - $23.1K
|
61
$19.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 4.1% |
$19K - $23.1K
|
1.3K
$418K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
50+ 1.96% |
$18.6K - $22.6K
|
2.6K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
50New |
$18.6K - $22.6K
|
50
$16.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
49+ 7.04% |
$18.2K - $22.2K
|
745
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
49+ 0.25% |
$18.2K - $22.2K
|
19.9K
$6.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
48+ 1.06% |
$17.9K - $21.7K
|
4.56K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
48+ 5.21% |
$17.9K - $21.7K
|
969
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48+ 2.17% |
$17.9K - $21.7K
|
2.26K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
47+ 1.09% |
$17.5K - $21.3K
|
4.35K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.59% |
$17.5K - $21.3K
|
8.04K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46+ 2.73% |
$17.1K - $20.8K
|
1.73K
$558K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 6.83% |
$16.8K - $20.4K
|
704
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
45+ 300.0% |
$16.8K - $20.4K
|
60
$19.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 3.13% |
$16.8K - $20.4K
|
1.48K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
44+ 2.48% |
$16.4K - $19.9K
|
1.82K
$588K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44New |
$16.4K - $19.9K
|
44
$14.2K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
43+ 23.89% |
$16K - $19.5K
|
223
$72.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
42+ 21.76% |
$15.6K - $19K
|
235
$75.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
41New |
$15.3K - $18.6K
|
41
$13.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
40New |
$14.9K - $18.1K
|
40
$12.9K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
40+ 4.83% |
$14.9K - $18.1K
|
869
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 6.69% |
$14.5K - $17.7K
|
622
$201K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
38+ 3.61% |
$14.1K - $17.2K
|
1.09K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
37+ 0.89% |
$13.8K - $16.7K
|
4.2K
$1.36M
|