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
|
Platform Technology Partners
|
SELL
|
- |
-200- 26.92% |
$73.2K - $103K
|
543
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-200- 15.77% |
$73.2K - $103K
|
1.07K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 13.51% |
$73.2K - $103K
|
1.28K
$501K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-204- 1.12% |
$74.7K - $105K
|
18K
$7.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-204- 16.18% |
$74.7K - $105K
|
1.06K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-207- 10.52% |
$75.8K - $107K
|
1.76K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-208- 9.67% |
$76.1K - $107K
|
1.94K
$760K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-212- 15.7% |
$77.6K - $109K
|
1.14K
$445K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-213- 8.27% |
$77.9K - $110K
|
2.36K
$925K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-219- 1.36% |
$80.1K - $113K
|
15.9K
$6.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-221- 4.08% |
$80.9K - $114K
|
5.19K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-223- 3.93% |
$81.6K - $115K
|
5.45K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 33.58% |
$83.8K - $118K
|
453
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-230- 22.01% |
$84.2K - $118K
|
815
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-235- 21.88% |
$86K - $121K
|
839
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-236- 10.44% |
$86.4K - $121K
|
2.02K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-240- 10.27% |
$87.8K - $124K
|
2.1K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-247- 15.19% |
$90.4K - $127K
|
1.38K
$540K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-248- 17.2% |
$90.8K - $128K
|
1.19K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-253- 17.07% |
$92.6K - $130K
|
1.23K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-257- 39.97% |
$94.1K - $132K
|
386
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-263- 29.0% |
$96.2K - $135K
|
644
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-277- 1.9% |
$101K - $143K
|
14.3K
$5.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-282- 4.86% |
$103K - $145K
|
5.52K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-285- 47.03% |
$104K - $147K
|
321
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-291- 34.56% |
$106K - $150K
|
551
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-291- 25.46% |
$106K - $150K
|
852
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-298- 13.95% |
$109K - $153K
|
1.84K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.64% |
$110K - $154K
|
11K
$4.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-314- 18.37% |
$115K - $162K
|
1.4K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-322- 20.72% |
$118K - $166K
|
1.23K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-326- 27.33% |
$119K - $168K
|
867
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-333- 21.05% |
$122K - $171K
|
1.25K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-337- 15.21% |
$123K - $173K
|
1.88K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-343- 32.7% |
$126K - $177K
|
706
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-347- 0.69% |
$127K - $179K
|
50.2K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-347- 19.85% |
$127K - $179K
|
1.4K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-349- 10.6% |
$128K - $180K
|
2.94K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-350- 24.1% |
$128K - $180K
|
1.1K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-365- 15.3% |
$134K - $188K
|
2.02K
$791K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-374- 15.95% |
$137K - $192K
|
1.97K
$771K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-381- 6.5% |
$139K - $196K
|
5.49K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-387- 32.82% |
$142K - $199K
|
792
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-387- 20.4% |
$142K - $199K
|
1.51K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-388- 7.28% |
$142K - $200K
|
4.94K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-390- 10.5% |
$143K - $201K
|
3.33K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-409- 4.85% |
$150K - $210K
|
8.03K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-410- 31.06% |
$150K - $211K
|
910
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-416- 24.73% |
$152K - $214K
|
1.27K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-425- 5.32% |
$156K - $219K
|
7.57K
$2.96M
|