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 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
37+ 94.87% |
$13.8K - $16.7K
|
76
$24.6K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36+ 3.72% |
$13.4K - $16.3K
|
1K
$324K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
35New |
$13K - $15.8K
|
35
$11.3K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33+ 4.9% |
$12.3K - $14.9K
|
707
$228K
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32New |
$11.9K - $14.5K
|
32
$10.3K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$11.5K - $14K
|
31
$10K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
31+ 155.0% |
$11.5K - $14K
|
51
$16.5K
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
31+ 2.44% |
$11.5K - $14K
|
1.3K
$420K
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30+ 2.97% |
$11.2K - $13.6K
|
1.04K
$336K
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 16.04% |
$11.2K - $13.6K
|
217
$70.1K
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 2.21% |
$11.2K - $13.6K
|
1.39K
$448K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 2.93% |
$10.8K - $13.1K
|
1.02K
$329K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29New |
$10.8K - $13.1K
|
29
$9.37K
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
28+ 0.38% |
$10.4K - $12.7K
|
7.33K
$2.37M
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
28+ 3.96% |
$10.4K - $12.7K
|
735
$237K
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
28+ 0.6% |
$10.4K - $12.7K
|
4.67K
$1.51M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
27+ 0.68% |
$10.1K - $12.2K
|
4K
$1.29M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.69% |
$10.1K - $12.2K
|
3.93K
$1.27M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
27+ 0.64% |
$10.1K - $12.2K
|
4.22K
$1.36M
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
26+ 1.05% |
$9.68K - $11.8K
|
2.5K
$807K
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
26+ 3.29% |
$9.68K - $11.8K
|
817
$264K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 24.51% |
$9.31K - $11.3K
|
127
$41K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 2.64% |
$9.31K - $11.3K
|
971
$314K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 14.71% |
$9.31K - $11.3K
|
195
$63K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 11.79% |
$9.31K - $11.3K
|
237
$76.6K
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 2.15% |
$8.93K - $10.9K
|
1.14K
$369K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21+ 2.56% |
$7.82K - $9.51K
|
840
$271K
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
21+ 1.33% |
$7.82K - $9.51K
|
1.6K
$516K
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 2.71% |
$7.82K - $9.51K
|
797
$258K
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21+ 3.02% |
$7.82K - $9.51K
|
716
$231K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
21New |
$7.82K - $9.51K
|
21
$6.79K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20+ 2.6% |
$7.45K - $9.05K
|
789
$255K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
20+ 0.92% |
$7.45K - $9.05K
|
2.19K
$707K
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
18+ 1.55% |
$6.7K - $8.15K
|
1.18K
$382K
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18+ 2.26% |
$6.7K - $8.15K
|
814
$263K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18+ 1800.0% |
$6.7K - $8.15K
|
19
$6.14K
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
18+ 360.0% |
$6.7K - $8.15K
|
23
$7.43K
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17+ 2.45% |
$6.33K - $7.7K
|
712
$230K
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
16+ 1.08% |
$5.96K - $7.24K
|
1.5K
$484K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15New |
$5.58K - $6.79K
|
15
$4.85K
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
14+ 0.35% |
$5.21K - $6.34K
|
4.02K
$1.3M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
14+ 1.83% |
$5.21K - $6.34K
|
778
$251K
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14+ 1.93% |
$5.21K - $6.34K
|
741
$239K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$4.84K - $5.88K
|
13
$4.2K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13+ 118.18% |
$4.84K - $5.88K
|
24
$7.75K
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
13+ 0.29% |
$4.84K - $5.88K
|
4.53K
$1.46M
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$4.47K - $5.43K
|
12
$3.88K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.74% |
$4.09K - $4.98K
|
1.51K
$487K
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11+ 1.28% |
$4.09K - $4.98K
|
871
$281K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 4.95% |
$4.09K - $4.98K
|
233
$75.3K
|