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
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.31% |
$745 - $905
|
649
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$745 - $905
|
2
$646
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
2New |
$745 - $905
|
2
$646
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.37% |
$745 - $905
|
541
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 28.57% |
$745 - $905
|
9
$2.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 25.0% |
$745 - $905
|
10
$3.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.17% |
$372 - $453
|
578
$187K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$372 - $453
|
1.29K
$416K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.28% |
$372 - $453
|
359
$116K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
1+ 0.06% |
$372 - $453
|
1.59K
$513K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$372 - $453
|
1
$323
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.09% |
$372 - $453
|
1.11K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 2.0% |
$372 - $453
|
51
$16.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.06% |
$372 - $453
|
1.67K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$372 - $453
|
10
$3.23K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1+ 0.04% |
$372 - $453
|
2.57K
$830K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$372 - $453
|
4
$1.29K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.17% |
$372 - $453
|
591
$191K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$372 - $453
|
775
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$372 - $453
|
1
$323
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$372 - $453
|
1.26K
$406K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1New |
$372 - $453
|
1
$323
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1+ 0.1% |
$372 - $453
|
1.03K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1+ 0.07% |
$372 - $453
|
1.44K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1+ 0.15% |
$372 - $453
|
685
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$372 - $453
|
2.86K
$923K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1- 0.16% |
$372 - $453
|
639
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 0.28% |
$372 - $453
|
360
$116K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.15% |
$372 - $453
|
655
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.08% |
$372 - $453
|
1.31K
$424K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1- 0.04% |
$372 - $453
|
2.36K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.74% |
$372 - $453
|
134
$43.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$372 - $453
|
6K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 4.35% |
$372 - $453
|
22
$7.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-1- 0.11% |
$372 - $453
|
904
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.1% |
$372 - $453
|
1.02K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1- 0.11% |
$372 - $453
|
870
$281K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2- 0.1% |
$745 - $905
|
1.92K
$622K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2- 0.26% |
$745 - $905
|
773
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2- 0.24% |
$745 - $905
|
842
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2- 0.35% |
$745 - $905
|
574
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2- 0.18% |
$745 - $905
|
1.14K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-2- 0.07% |
$745 - $905
|
2.84K
$917K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 13.64% |
$1.12K - $1.36K
|
19
$6.14K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.4% |
$1.12K - $1.36K
|
749
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3- 0.34% |
$1.12K - $1.36K
|
877
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3- 0.24% |
$1.12K - $1.36K
|
1.23K
$399K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 12.0% |
$1.12K - $1.36K
|
22
$7.11K
|