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 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
464+ 1.37% |
$173K - $210K
|
34.4K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
458+ 8.44% |
$170K - $207K
|
5.88K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
457+ 84.32% |
$170K - $207K
|
999
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
445+ 26.21% |
$166K - $201K
|
2.14K
$692K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
440New |
$164K - $199K
|
440
$142K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
434+ 66.46% |
$162K - $196K
|
1.09K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
426+ 417.65% |
$159K - $193K
|
528
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
425+ 15.65% |
$158K - $192K
|
3.14K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
423+ 75.54% |
$157K - $191K
|
983
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
416+ 49.06% |
$155K - $188K
|
1.26K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
414+ 20.61% |
$154K - $187K
|
2.42K
$783K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
412+ 10.75% |
$153K - $187K
|
4.24K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
411+ 134.75% |
$153K - $186K
|
716
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
408+ 29.02% |
$152K - $185K
|
1.81K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
401+ 33.56% |
$149K - $182K
|
1.6K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
400+ 11.11% |
$149K - $181K
|
4K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
390+ 12.31% |
$145K - $177K
|
3.56K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
389+ 3.13% |
$145K - $176K
|
12.8K
$4.14M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
388+ 5.98% |
$144K - $176K
|
6.88K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
380New |
$141K - $172K
|
380
$123K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
374+ 6.38% |
$139K - $169K
|
6.23K
$2.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
369+ 56.94% |
$137K - $167K
|
1.02K
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
355+ 4.33% |
$132K - $161K
|
8.56K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
351+ 18.11% |
$131K - $159K
|
2.29K
$740K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
345+ 17.04% |
$128K - $156K
|
2.37K
$766K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
341+ 25.87% |
$127K - $154K
|
1.66K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
336+ 0.09% |
$125K - $152K
|
382K
$123M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
327New |
$122K - $148K
|
327
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
314+ 7.87% |
$117K - $142K
|
4.31K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
311+ 69.89% |
$116K - $141K
|
756
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
307+ 579.25% |
$114K - $139K
|
360
$116K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
305+ 26.97% |
$114K - $138K
|
1.44K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
304+ 48.64% |
$113K - $138K
|
929
$300K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
301New |
$112K - $136K
|
301
$97.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
297+ 13.61% |
$111K - $134K
|
2.48K
$801K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
294+ 6.23% |
$109K - $133K
|
5.02K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
286+ 11.06% |
$106K - $129K
|
2.87K
$928K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
286+ 18.02% |
$106K - $129K
|
1.87K
$605K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
280New |
$104K - $127K
|
280
$90.5K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
278+ 8.29% |
$103K - $126K
|
3.63K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
276New |
$103K - $125K
|
276
$89.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
275+ 1.93% |
$102K - $124K
|
14.5K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
273+ 96.47% |
$102K - $124K
|
556
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
272+ 0.57% |
$101K - $123K
|
48K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
272+ 5.15% |
$101K - $123K
|
5.56K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
262+ 20.11% |
$97.5K - $119K
|
1.57K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
262+ 12.5% |
$97.5K - $119K
|
2.36K
$762K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
261+ 1.46% |
$97.2K - $118K
|
18.2K
$5.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
260+ 17.58% |
$96.8K - $118K
|
1.74K
$562K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
255+ 57.05% |
$94.9K - $115K
|
702
$227K
|