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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 6.36% |
$5.21K - $6.34K
|
206
$66.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14- 6.09% |
$5.21K - $6.34K
|
216
$69.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-14- 0.44% |
$5.21K - $6.34K
|
3.14K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-14- 0.94% |
$5.21K - $6.34K
|
1.48K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-14- 0.93% |
$5.21K - $6.34K
|
1.49K
$481K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-15- 4.59% |
$5.58K - $6.79K
|
312
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-15- 0.63% |
$5.58K - $6.79K
|
2.35K
$759K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16- 2.59% |
$5.96K - $7.24K
|
601
$194K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.98% |
$5.96K - $7.24K
|
1.61K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-16- 1.2% |
$5.96K - $7.24K
|
1.32K
$425K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-17- 3.68% |
$6.33K - $7.7K
|
445
$144K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-17- 0.79% |
$6.33K - $7.7K
|
2.13K
$687K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-17- 0.23% |
$6.33K - $7.7K
|
7.53K
$2.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-18- 0.35% |
$6.7K - $8.15K
|
5.1K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-18- 90.0% |
$6.7K - $8.15K
|
2
$646
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-18- 90.0% |
$6.7K - $8.15K
|
2
$646
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-18- 0.47% |
$6.7K - $8.15K
|
3.83K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-19- 3.41% |
$7.07K - $8.6K
|
538
$174K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-19- 0.14% |
$7.07K - $8.6K
|
13.8K
$4.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-20- 2.14% |
$7.45K - $9.05K
|
915
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
SELL
|
- |
-20- 0.19% |
$7.45K - $9.05K
|
10.5K
$3.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-20- 0.63% |
$7.45K - $9.05K
|
3.17K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 2.55% |
$7.45K - $9.05K
|
765
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21- 1.55% |
$7.82K - $9.51K
|
1.33K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-22- 3.94% |
$8.19K - $9.96K
|
537
$174K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-22- 2.57% |
$8.19K - $9.96K
|
834
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-23- 3.45% |
$8.56K - $10.4K
|
643
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-23- 22.55% |
$8.56K - $10.4K
|
79
$25.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-24- 1.74% |
$8.93K - $10.9K
|
1.36K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-25- 6.2% |
$9.31K - $11.3K
|
378
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-25- 50.0% |
$9.31K - $11.3K
|
25
$8.08K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-25- 96.15% |
$9.31K - $11.3K
|
1
$323
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-26- 1.64% |
$9.68K - $11.8K
|
1.56K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26- 0.74% |
$9.68K - $11.8K
|
3.47K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-27- 2.94% |
$10.1K - $12.2K
|
891
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28- 5.03% |
$10.4K - $12.7K
|
529
$171K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-28- 0.56% |
$10.4K - $12.7K
|
4.94K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-28- 2.07% |
$10.4K - $12.7K
|
1.33K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 3.54% |
$10.4K - $12.7K
|
764
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.8% |
$10.4K - $12.7K
|
3.49K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-29- 0.97% |
$10.8K - $13.1K
|
2.96K
$956K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-30- 2.16% |
$11.2K - $13.6K
|
1.36K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 3.98% |
$11.2K - $13.6K
|
724
$234K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 4.92% |
$11.2K - $13.6K
|
580
$187K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-31- 1.67% |
$11.5K - $14K
|
1.83K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32- 17.58% |
$11.9K - $14.5K
|
150
$48.5K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-33- 3.23% |
$12.3K - $14.9K
|
988
$319K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-35- 87.5% |
$13K - $15.8K
|
5
$1.62K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-37- 5.23% |
$13.8K - $16.7K
|
670
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38- 3.92% |
$14.1K - $17.2K
|
931
$301K
|