Purchases and Sales Made in Q4 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
338New |
$124K - $174K
|
338
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
334+ 26.47% |
$122K - $172K
|
1.6K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
329+ 13.08% |
$120K - $169K
|
2.84K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
319+ 2.78% |
$117K - $164K
|
11.8K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
315+ 43.21% |
$115K - $162K
|
1.04K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
309+ 22.55% |
$113K - $159K
|
1.68K
$584K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
301+ 17.1% |
$110K - $155K
|
2.06K
$717K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$110K - $154K
|
300
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$110K - $154K
|
300
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
297+ 37.08% |
$109K - $153K
|
1.1K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
291+ 1.15% |
$106K - $150K
|
25.6K
$8.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
289+ 7.69% |
$106K - $149K
|
4.05K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
280+ 3.36% |
$102K - $144K
|
8.61K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
273+ 11.01% |
$99.9K - $140K
|
2.75K
$957K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
258+ 55.84% |
$94.4K - $133K
|
720
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
254+ 32.77% |
$93K - $131K
|
1.03K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
250New |
$91.5K - $129K
|
250
$87K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
250+ 8.95% |
$91.5K - $129K
|
3.04K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
248+ 20.31% |
$90.8K - $128K
|
1.47K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
246+ 0.37% |
$90K - $127K
|
66.9K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
246+ 289.41% |
$90K - $127K
|
331
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
241New |
$88.2K - $124K
|
241
$83.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
237+ 11.5% |
$86.7K - $122K
|
2.3K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
232+ 3.52% |
$84.9K - $119K
|
6.83K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
227+ 5.72% |
$83.1K - $117K
|
4.2K
$1.46M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
227+ 15.36% |
$83.1K - $117K
|
1.71K
$593K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
226New |
$82.7K - $116K
|
226
$78.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
214+ 7.76% |
$78.3K - $110K
|
2.97K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
213+ 2.03% |
$77.9K - $110K
|
10.7K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
210+ 42.08% |
$76.9K - $108K
|
709
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
206+ 37.45% |
$75.4K - $106K
|
756
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
205+ 20500.0% |
$75K - $105K
|
206
$71.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
204+ 29.18% |
$74.7K - $105K
|
903
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
202New |
$73.9K - $104K
|
202
$70.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
200+ 0.72% |
$73.2K - $103K
|
28K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.52% |
$73.2K - $103K
|
38.7K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
197New |
$72.1K - $101K
|
197
$68.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
195+ 7.11% |
$71.4K - $100K
|
2.94K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
195+ 12.74% |
$71.4K - $100K
|
1.73K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
192+ 5.95% |
$70.3K - $98.8K
|
3.42K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
188+ 22.38% |
$68.8K - $96.7K
|
1.03K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
186+ 30.44% |
$68.1K - $95.7K
|
797
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
185+ 33.64% |
$67.7K - $95.2K
|
735
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180+ 29.32% |
$65.9K - $92.6K
|
794
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
171+ 14.06% |
$62.6K - $88K
|
1.39K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
171+ 15.55% |
$62.6K - $88K
|
1.27K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
171+ 28.5% |
$62.6K - $88K
|
771
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
170+ 42.5% |
$62.2K - $87.5K
|
570
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
168+ 21.19% |
$61.5K - $86.5K
|
961
$334K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
166+ 16.9% |
$60.7K - $85.4K
|
1.15K
$399K
|