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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
164New |
$60K - $84.4K
|
164
$57K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
162New |
$59.3K - $83.4K
|
162
$56.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
160+ 15.43% |
$58.6K - $82.3K
|
1.2K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
159+ 7.79% |
$58.2K - $81.8K
|
2.2K
$766K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
158+ 2.05% |
$57.8K - $81.3K
|
7.86K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
157+ 32.3% |
$57.5K - $80.8K
|
643
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
157+ 14.38% |
$57.5K - $80.8K
|
1.25K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
156+ 0.75% |
$57.1K - $80.3K
|
21K
$7.32M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
154+ 9.59% |
$56.4K - $79.3K
|
1.76K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 60.0% |
$54.9K - $77.2K
|
400
$139K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
147+ 6.66% |
$53.8K - $75.6K
|
2.35K
$818K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 9.02% |
$53.4K - $75.1K
|
1.76K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
146+ 19.68% |
$53.4K - $75.1K
|
888
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
145+ 19.52% |
$53.1K - $74.6K
|
888
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
145+ 7.16% |
$53.1K - $74.6K
|
2.17K
$754K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
142+ 26.94% |
$52K - $73.1K
|
669
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
139New |
$50.9K - $71.5K
|
139
$48.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
135New |
$49.4K - $69.5K
|
135
$47K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
133+ 19.0% |
$48.7K - $68.4K
|
833
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
131+ 0.53% |
$47.9K - $67.4K
|
24.8K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
125+ 0.43% |
$45.7K - $64.3K
|
29.5K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
122+ 10.36% |
$44.6K - $62.8K
|
1.3K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
122+ 2.22% |
$44.6K - $62.8K
|
5.62K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
120New |
$43.9K - $61.8K
|
120
$41.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
119+ 4.59% |
$43.5K - $61.2K
|
2.71K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
119+ 21.36% |
$43.5K - $61.2K
|
676
$235K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
119+ 19.41% |
$43.5K - $61.2K
|
732
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
117+ 17.23% |
$42.8K - $60.2K
|
796
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
116+ 1.87% |
$42.5K - $59.7K
|
6.33K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 11.48% |
$41.7K - $58.7K
|
1.11K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
111+ 1.74% |
$40.6K - $57.1K
|
6.47K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 20.0% |
$40.6K - $57.1K
|
666
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
108+ 89.26% |
$39.5K - $55.6K
|
229
$79.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
105+ 2.62% |
$38.4K - $54K
|
4.12K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
105+ 9.81% |
$38.4K - $54K
|
1.18K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
105New |
$38.4K - $54K
|
105
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
104+ 10.34% |
$38.1K - $53.5K
|
1.11K
$386K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
102+ 1.66% |
$37.3K - $52.5K
|
6.26K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
101+ 17.78% |
$37K - $52K
|
669
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 3.1% |
$36.6K - $51.5K
|
3.33K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100New |
$36.6K - $51.5K
|
100
$34.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
95+ 4.76% |
$34.8K - $48.9K
|
2.09K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
93New |
$34K - $47.9K
|
93
$32.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
93+ 2.29% |
$34K - $47.9K
|
4.16K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
92+ 13.12% |
$33.7K - $47.3K
|
793
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
91+ 10.42% |
$33.3K - $46.8K
|
964
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
89+ 5.64% |
$32.6K - $45.8K
|
1.67K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
89+ 1.23% |
$32.6K - $45.8K
|
7.3K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
84+ 13.84% |
$30.7K - $43.2K
|
691
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
84+ 3.1% |
$30.7K - $43.2K
|
2.79K
$972K
|