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 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
80New |
$29.3K - $41.2K
|
80
$27.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
78+ 9.14% |
$28.5K - $40.1K
|
931
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
78New |
$28.5K - $40.1K
|
78
$27.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
72+ 4.96% |
$26.3K - $37.1K
|
1.52K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
70New |
$25.6K - $36K
|
70
$24.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
69+ 9.11% |
$25.3K - $35.5K
|
826
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 0.29% |
$25.3K - $35.5K
|
23.9K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
67New |
$24.5K - $34.5K
|
67
$23.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
63+ 2.54% |
$23.1K - $32.4K
|
2.54K
$885K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
60New |
$22K - $30.9K
|
60
$20.9K
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 9.06% |
$21.6K - $30.4K
|
710
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58+ 4.38% |
$21.2K - $29.8K
|
1.38K
$481K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
57New |
$20.9K - $29.3K
|
57
$19.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
56+ 4.3% |
$20.5K - $28.8K
|
1.36K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
56+ 8.33% |
$20.5K - $28.8K
|
728
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54+ 4.5% |
$19.8K - $27.8K
|
1.25K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
52+ 2.46% |
$19K - $26.8K
|
2.16K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52+ 7.75% |
$19K - $26.8K
|
723
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
51+ 7.24% |
$18.7K - $26.2K
|
755
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
50+ 2.22% |
$18.3K - $25.7K
|
2.31K
$802K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
50New |
$18.3K - $25.7K
|
50
$17.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
49New |
$17.9K - $25.2K
|
49
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
49+ 1.34% |
$17.9K - $25.2K
|
3.7K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
46+ 0.28% |
$16.8K - $23.7K
|
16.6K
$5.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
44+ 1.9% |
$16.1K - $22.6K
|
2.36K
$819K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
43+ 477.78% |
$15.7K - $22.1K
|
52
$18.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42+ 6.83% |
$15.4K - $21.6K
|
657
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
42New |
$15.4K - $21.6K
|
42
$14.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
41+ 9.15% |
$15K - $21.1K
|
489
$170K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
40New |
$14.6K - $20.6K
|
40
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
40+ 1.05% |
$14.6K - $20.6K
|
3.85K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
35+ 3.41% |
$12.8K - $18K
|
1.06K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
33+ 2.35% |
$12.1K - $17K
|
1.44K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
33+ 2.18% |
$12.1K - $17K
|
1.54K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
32+ 0.5% |
$11.7K - $16.5K
|
6.38K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.06% |
$11K - $15.4K
|
1.49K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
30New |
$11K - $15.4K
|
30
$10.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
30+ 0.24% |
$11K - $15.4K
|
12.4K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 1.47% |
$10.6K - $14.9K
|
2K
$694K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29+ 414.29% |
$10.6K - $14.9K
|
36
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
27+ 6.63% |
$9.88K - $13.9K
|
434
$151K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 3.16% |
$9.88K - $13.9K
|
882
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
25+ 4.22% |
$9.15K - $12.9K
|
618
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 1.9% |
$9.15K - $12.9K
|
1.34K
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24New |
$8.78K - $12.4K
|
24
$8.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
24+ 1.98% |
$8.78K - $12.4K
|
1.24K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24+ 4.23% |
$8.78K - $12.4K
|
592
$206K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
24New |
$8.78K - $12.4K
|
24
$8.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
23New |
$8.42K - $11.8K
|
23
$8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 1.9% |
$8.05K - $11.3K
|
1.18K
$410K
|