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 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
668New |
$249K - $302K
|
668
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
656+ 36.42% |
$244K - $297K
|
2.46K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
654+ 0.2% |
$243K - $296K
|
326K
$105M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
650New |
$242K - $294K
|
650
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
650+ 2.49% |
$242K - $294K
|
26.8K
$8.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
640+ 82.69% |
$238K - $290K
|
1.41K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
621New |
$231K - $281K
|
621
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
618New |
$230K - $280K
|
618
$200K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
618New |
$230K - $280K
|
618
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
615New |
$229K - $278K
|
615
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
610+ 14.34% |
$227K - $276K
|
4.86K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
609New |
$227K - $276K
|
609
$197K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
608+ 71.53% |
$226K - $275K
|
1.46K
$471K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
604New |
$225K - $273K
|
604
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
604New |
$225K - $273K
|
604
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
602+ 5.06% |
$224K - $273K
|
12.5K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
598New |
$223K - $271K
|
598
$193K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
595+ 28.98% |
$222K - $269K
|
2.65K
$856K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
594+ 2.14% |
$221K - $269K
|
28.4K
$9.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
581+ 3.79% |
$216K - $263K
|
15.9K
$5.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
578New |
$215K - $262K
|
578
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
560New |
$208K - $254K
|
560
$181K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
558+ 8.63% |
$208K - $253K
|
7.02K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
555New |
$207K - $251K
|
555
$179K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
551+ 21.09% |
$205K - $249K
|
3.16K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
546+ 7.92% |
$203K - $247K
|
7.44K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
543New |
$202K - $246K
|
543
$175K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
535New |
$199K - $242K
|
535
$173K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
534+ 5.36% |
$199K - $242K
|
10.5K
$3.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
531+ 15.61% |
$198K - $240K
|
3.93K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
530+ 31.47% |
$197K - $240K
|
2.21K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
530+ 56.81% |
$197K - $240K
|
1.46K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
526New |
$196K - $238K
|
526
$170K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
523+ 67.66% |
$195K - $237K
|
1.3K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
521+ 34.5% |
$194K - $236K
|
2.03K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
517New |
$192K - $234K
|
517
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
517New |
$192K - $234K
|
517
$167K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
509+ 79.91% |
$189K - $230K
|
1.15K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
508+ 61.65% |
$189K - $230K
|
1.33K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
508+ 17.26% |
$189K - $230K
|
3.45K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
506+ 6.9% |
$188K - $229K
|
7.84K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
506+ 5.17% |
$188K - $229K
|
10.3K
$3.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
493+ 0.36% |
$184K - $223K
|
139K
$45M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
491+ 7.64% |
$183K - $222K
|
6.92K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
484+ 20.82% |
$180K - $219K
|
2.81K
$908K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
475+ 41.52% |
$177K - $215K
|
1.62K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
475+ 1.7% |
$177K - $215K
|
28.5K
$9.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
470+ 7.21% |
$175K - $213K
|
6.99K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
465+ 1.37% |
$173K - $211K
|
34.3K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
465+ 12.58% |
$173K - $211K
|
4.16K
$1.34M
|