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 13, 2025
Q2 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
1.02K+ 6.4% |
$380K - $463K
|
17K
$5.49M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.02K+ 7.07% |
$378K - $459K
|
15.4K
$4.97M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 38.82% |
$376K - $457K
|
3.61K
$1.17M
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
994+ 7.33% |
$370K - $450K
|
14.5K
$4.7M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
979New |
$364K - $443K
|
979
$316K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
977+ 3.19% |
$364K - $442K
|
31.6K
$10.2M
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
953+ 12.15% |
$355K - $431K
|
8.8K
$2.84M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
950+ 5.94% |
$354K - $430K
|
16.9K
$5.48M
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
934New |
$348K - $423K
|
934
$302K
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
933+ 20.26% |
$347K - $422K
|
5.54K
$1.79M
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
930+ 4.18% |
$346K - $421K
|
23.2K
$7.48M
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
928+ 23.33% |
$345K - $420K
|
4.91K
$1.59M
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
909+ 64.47% |
$338K - $411K
|
2.32K
$749K
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
901+ 21.94% |
$335K - $408K
|
5.01K
$1.62M
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
893New |
$332K - $404K
|
893
$289K
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
893New |
$332K - $404K
|
893
$289K
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
887New |
$330K - $402K
|
887
$287K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
854+ 4.07% |
$318K - $387K
|
21.8K
$7.06M
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
853+ 6.41% |
$318K - $386K
|
14.2K
$4.57M
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
844New |
$314K - $382K
|
844
$273K
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
841New |
$313K - $381K
|
841
$272K
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
825New |
$307K - $373K
|
825
$267K
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
818+ 114.57% |
$305K - $370K
|
1.53K
$495K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
817+ 11.32% |
$304K - $370K
|
8.03K
$2.6M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
810New |
$302K - $367K
|
810
$262K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
806+ 30.82% |
$300K - $365K
|
3.42K
$1.11M
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
800+ 2.37% |
$298K - $362K
|
34.6K
$11.2M
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
790+ 3.87% |
$294K - $358K
|
21.2K
$6.85M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
776New |
$289K - $351K
|
776
$251K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
776+ 39.33% |
$289K - $351K
|
2.75K
$888K
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
772+ 9.52% |
$287K - $349K
|
8.88K
$2.87M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
771+ 11.56% |
$287K - $349K
|
7.44K
$2.4M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
764+ 45.02% |
$284K - $346K
|
2.46K
$795K
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
762+ 1.36% |
$284K - $345K
|
56.8K
$18.3M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
755New |
$281K - $342K
|
755
$244K
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
754New |
$281K - $341K
|
754
$244K
|
|
Aug 08, 2025
Q2 2025
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
750New |
$279K - $340K
|
750
$242K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
735+ 48.71% |
$274K - $333K
|
2.24K
$725K
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
729New |
$271K - $330K
|
729
$236K
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
718+ 30.61% |
$267K - $325K
|
3.06K
$990K
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
714+ 14.9% |
$266K - $323K
|
5.51K
$1.78M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
712+ 118.47% |
$265K - $322K
|
1.31K
$424K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
709+ 12.26% |
$264K - $321K
|
6.49K
$2.1M
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
700+ 5.74% |
$261K - $317K
|
12.9K
$4.17M
|
|
Aug 13, 2025
Q2 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
700+ 1.06% |
$261K - $317K
|
66.4K
$21.5M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
695+ 69.71% |
$259K - $315K
|
1.69K
$547K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
690+ 7.9% |
$257K - $312K
|
9.43K
$3.05M
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
681+ 1.89% |
$254K - $308K
|
36.8K
$11.9M
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
678New |
$252K - $307K
|
678
$219K
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
668+ 6.6% |
$249K - $302K
|
10.8K
$3.49M
|