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 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.09% |
$372 - $453
|
1.11K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
1+ 0.06% |
$372 - $453
|
1.59K
$553K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$372 - $453
|
1
$348
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.15% |
$372 - $453
|
655
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.08% |
$372 - $453
|
1.31K
$456K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1- 0.16% |
$372 - $453
|
639
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 0.28% |
$372 - $453
|
360
$125K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2- 0.26% |
$745 - $905
|
773
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2- 0.1% |
$745 - $905
|
1.92K
$669K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.4% |
$1.12K - $1.36K
|
749
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 13.64% |
$1.12K - $1.36K
|
19
$6.61K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3- 0.34% |
$1.12K - $1.36K
|
877
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-4- 0.45% |
$1.49K - $1.81K
|
878
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 33.33% |
$1.86K - $2.26K
|
10
$3.48K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 71.43% |
$1.86K - $2.26K
|
2
$696
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.32% |
$1.86K - $2.26K
|
1.56K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 2.63% |
$2.61K - $3.17K
|
259
$90.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 8.33% |
$2.61K - $3.17K
|
77
$26.8K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 2.58% |
$3.35K - $4.07K
|
340
$118K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-9- 0.71% |
$3.35K - $4.07K
|
1.26K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 3.2% |
$4.09K - $4.98K
|
333
$116K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12- 0.83% |
$4.47K - $5.43K
|
1.44K
$499K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 54.17% |
$4.84K - $5.88K
|
11
$3.83K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 16.88% |
$4.84K - $5.88K
|
64
$22.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-17- 3.68% |
$6.33K - $7.7K
|
445
$155K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-17- 0.79% |
$6.33K - $7.7K
|
2.13K
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-18- 0.35% |
$6.7K - $8.15K
|
5.1K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-20- 2.14% |
$7.45K - $9.05K
|
915
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21- 1.55% |
$7.82K - $9.51K
|
1.33K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-24- 1.74% |
$8.93K - $10.9K
|
1.36K
$471K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-28- 0.56% |
$10.4K - $12.7K
|
4.94K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28- 5.03% |
$10.4K - $12.7K
|
529
$184K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-30- 2.16% |
$11.2K - $13.6K
|
1.36K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32- 17.58% |
$11.9K - $14.5K
|
150
$52.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-41- 5.71% |
$15.3K - $18.6K
|
677
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-49- 8.48% |
$18.2K - $22.2K
|
529
$184K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 63.29% |
$18.6K - $22.6K
|
29
$10.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-51- 2.15% |
$19K - $23.1K
|
2.32K
$806K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-51- 5.03% |
$19K - $23.1K
|
962
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-53- 5.68% |
$19.7K - $24K
|
880
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-56- 4.24% |
$20.8K - $25.4K
|
1.26K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-57- 1.98% |
$21.2K - $25.8K
|
2.82K
$980K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 27.54% |
$21.2K - $25.8K
|
150
$52.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-60- 6.38% |
$22.3K - $27.2K
|
881
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-67- 8.51% |
$24.9K - $30.3K
|
720
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-71- 1.98% |
$26.4K - $32.1K
|
3.51K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$27.9K - $34K
|
5.47K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-81- 7.71% |
$30.2K - $36.7K
|
969
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-85- 8.43% |
$31.6K - $38.5K
|
923
$321K
|