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
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 33.33% |
$1.12K - $1.36K
|
6
$1.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 42.86% |
$1.12K - $1.36K
|
4
$1.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3- 0.24% |
$1.12K - $1.36K
|
1.26K
$407K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-3- 0.49% |
$1.12K - $1.36K
|
610
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-4- 0.45% |
$1.49K - $1.81K
|
878
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.51% |
$1.49K - $1.81K
|
775
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-4- 0.45% |
$1.49K - $1.81K
|
891
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4- 0.15% |
$1.49K - $1.81K
|
2.64K
$854K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 3.92% |
$1.49K - $1.81K
|
98
$31.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4- 0.64% |
$1.49K - $1.81K
|
618
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4- 2.03% |
$1.49K - $1.81K
|
193
$62.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 40.0% |
$1.49K - $1.81K
|
6
$1.94K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-4- 0.72% |
$1.49K - $1.81K
|
550
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-4- 0.43% |
$1.49K - $1.81K
|
933
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 55.56% |
$1.86K - $2.26K
|
4
$1.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.32% |
$1.86K - $2.26K
|
1.56K
$502K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 33.33% |
$1.86K - $2.26K
|
10
$3.23K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 71.43% |
$1.86K - $2.26K
|
2
$646
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 16.13% |
$1.86K - $2.26K
|
26
$8.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 0.7% |
$1.86K - $2.26K
|
709
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 18.52% |
$1.86K - $2.26K
|
22
$7.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5- 0.5% |
$1.86K - $2.26K
|
1K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-5Closed |
$1.86K - $2.26K
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-6- 40.0% |
$2.23K - $2.72K
|
9
$2.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6- 0.57% |
$2.23K - $2.72K
|
1.04K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-6- 0.36% |
$2.23K - $2.72K
|
1.64K
$531K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 8.33% |
$2.61K - $3.17K
|
77
$24.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 2.63% |
$2.61K - $3.17K
|
259
$83.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-8- 0.95% |
$2.98K - $3.62K
|
830
$268K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 2.58% |
$3.35K - $4.07K
|
340
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-9- 0.71% |
$3.35K - $4.07K
|
1.26K
$407K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-9- 8.74% |
$3.35K - $4.07K
|
94
$30.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$3.35K - $4.07K
|
6.81K
$2.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 3.0% |
$3.35K - $4.07K
|
291
$94K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-9- 1.16% |
$3.35K - $4.07K
|
767
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-9- 1.22% |
$3.35K - $4.07K
|
730
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 2.85% |
$3.72K - $4.53K
|
341
$110K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 45.45% |
$3.72K - $4.53K
|
12
$3.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 1.06% |
$3.72K - $4.53K
|
935
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-10- 0.24% |
$3.72K - $4.53K
|
4.17K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 3.2% |
$4.09K - $4.98K
|
333
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12- 0.83% |
$4.47K - $5.43K
|
1.44K
$464K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-12- 0.12% |
$4.47K - $5.43K
|
9.67K
$3.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-12- 2.04% |
$4.47K - $5.43K
|
575
$186K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-12- 9.3% |
$4.47K - $5.43K
|
117
$37.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 16.88% |
$4.84K - $5.88K
|
64
$20.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 54.17% |
$4.84K - $5.88K
|
11
$3.55K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-13- 0.58% |
$4.84K - $5.88K
|
2.22K
$716K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-13- 6.53% |
$4.84K - $5.88K
|
186
$60.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-13- 1.22% |
$4.84K - $5.88K
|
1.06K
$341K
|