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
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39- 73.58% |
$14.5K - $17.7K
|
14
$4.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-39- 4.13% |
$14.5K - $17.7K
|
905
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-39- 0.83% |
$14.5K - $17.7K
|
4.65K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-40- 1.18% |
$14.9K - $18.1K
|
3.34K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-40- 4.26% |
$14.9K - $18.1K
|
900
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-41- 5.71% |
$15.3K - $18.6K
|
677
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-41- 1.13% |
$15.3K - $18.6K
|
3.6K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-42- 2.18% |
$15.6K - $19K
|
1.89K
$610K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-44- 7.77% |
$16.4K - $19.9K
|
522
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-44- 5.87% |
$16.4K - $19.9K
|
705
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-45- 1.27% |
$16.8K - $20.4K
|
3.51K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-47- 2.42% |
$17.5K - $21.3K
|
1.9K
$614K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-47- 2.11% |
$17.5K - $21.3K
|
2.18K
$704K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-47- 0.46% |
$17.5K - $21.3K
|
10.1K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-48- 7.79% |
$17.9K - $21.7K
|
568
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-48- 0.33% |
$17.9K - $21.7K
|
14.6K
$4.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-48- 7.11% |
$17.9K - $21.7K
|
627
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-49- 8.48% |
$18.2K - $22.2K
|
529
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 63.29% |
$18.6K - $22.6K
|
29
$9.37K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-51- 5.03% |
$19K - $23.1K
|
962
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-51- 2.15% |
$19K - $23.1K
|
2.32K
$749K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-52- 3.77% |
$19.4K - $23.5K
|
1.33K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52- 0.19% |
$19.4K - $23.5K
|
27.2K
$8.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-53- 5.68% |
$19.7K - $24K
|
880
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-55- 4.23% |
$20.5K - $24.9K
|
1.25K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-56- 4.24% |
$20.8K - $25.4K
|
1.26K
$408K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-56- 1.2% |
$20.8K - $25.4K
|
4.62K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 27.54% |
$21.2K - $25.8K
|
150
$48.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-57- 1.98% |
$21.2K - $25.8K
|
2.82K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57- 6.4% |
$21.2K - $25.8K
|
834
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 4.48% |
$21.6K - $26.3K
|
1.24K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-59- 0.37% |
$22K - $26.7K
|
15.9K
$5.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-59- 1.91% |
$22K - $26.7K
|
3.02K
$977K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-60- 6.38% |
$22.3K - $27.2K
|
881
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61- 8.7% |
$22.7K - $27.6K
|
640
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-62- 3.71% |
$23.1K - $28.1K
|
1.61K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 3.57% |
$23.1K - $28.1K
|
1.68K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-63- 4.8% |
$23.5K - $28.5K
|
1.25K
$404K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-66- 1.55% |
$24.6K - $29.9K
|
4.19K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-67- 8.51% |
$24.9K - $30.3K
|
720
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-67- 9.15% |
$24.9K - $30.3K
|
665
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-67- 6.73% |
$24.9K - $30.3K
|
928
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-67- 5.33% |
$24.9K - $30.3K
|
1.19K
$384K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-69- 11.0% |
$25.7K - $31.2K
|
558
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-70- 8.87% |
$26.1K - $31.7K
|
719
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-71- 1.98% |
$26.4K - $32.1K
|
3.51K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-71- 3.65% |
$26.4K - $32.1K
|
1.87K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-71- 7.27% |
$26.4K - $32.1K
|
906
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$27.9K - $34K
|
5.47K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-75- 2.88% |
$27.9K - $34K
|
2.53K
$816K
|