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 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 1.84% |
$7.32K - $10.3K
|
1.11K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
20+ 3.36% |
$7.32K - $10.3K
|
615
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 2.22% |
$7.32K - $10.3K
|
920
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
20New |
$7.32K - $10.3K
|
20
$6.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
20+ 0.18% |
$7.32K - $10.3K
|
10.8K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19New |
$6.95K - $9.78K
|
19
$6.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
19New |
$6.95K - $9.78K
|
19
$6.61K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
19New |
$6.95K - $9.78K
|
19
$6.61K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18+ 0.89% |
$6.59K - $9.26K
|
2.03K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18+ 900.0% |
$6.59K - $9.26K
|
20
$6.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18+ 900.0% |
$6.59K - $9.26K
|
20
$6.96K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 2.67% |
$6.22K - $8.75K
|
654
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
16+ 24.24% |
$5.86K - $8.23K
|
82
$28.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
16+ 1.26% |
$5.86K - $8.23K
|
1.29K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 8.47% |
$5.49K - $7.72K
|
192
$66.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.33% |
$5.49K - $7.72K
|
4.6K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.48% |
$5.49K - $7.72K
|
620
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
15New |
$5.49K - $7.72K
|
15
$5.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 2.47% |
$5.49K - $7.72K
|
622
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14New |
$5.12K - $7.2K
|
14
$4.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.19% |
$5.12K - $7.2K
|
7.36K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14New |
$5.12K - $7.2K
|
14
$4.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13+ 325.0% |
$4.76K - $6.69K
|
17
$5.91K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.44% |
$4.39K - $6.18K
|
2.75K
$957K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.14% |
$4.39K - $6.18K
|
8.78K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
11+ 220.0% |
$4.03K - $5.66K
|
16
$5.57K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11New |
$4.03K - $5.66K
|
11
$3.83K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$3.66K - $5.15K
|
19.9K
$6.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 500.0% |
$3.66K - $5.15K
|
12
$4.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 34.48% |
$3.66K - $5.15K
|
39
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 4.48% |
$3.29K - $4.63K
|
210
$73K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9+ 42.86% |
$3.29K - $4.63K
|
30
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
9New |
$3.29K - $4.63K
|
9
$3.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
8+ 0.8% |
$2.93K - $4.12K
|
1.01K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
8+ 0.33% |
$2.93K - $4.12K
|
2.42K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.65% |
$2.93K - $4.12K
|
1.23K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8New |
$2.93K - $4.12K
|
8
$2.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.43% |
$2.93K - $4.12K
|
1.86K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.42% |
$2.56K - $3.6K
|
1.68K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7New |
$2.56K - $3.6K
|
7
$2.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.42% |
$2.56K - $3.6K
|
1.66K
$578K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7New |
$2.56K - $3.6K
|
7
$2.43K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
6New |
$2.2K - $3.09K
|
6
$2.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 3.49% |
$2.2K - $3.09K
|
178
$61.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 100.0% |
$1.83K - $2.57K
|
10
$3.48K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.32% |
$1.83K - $2.57K
|
1.56K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5+ 0.43% |
$1.83K - $2.57K
|
1.17K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5+ 4.0% |
$1.83K - $2.57K
|
130
$45.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5+ 0.82% |
$1.83K - $2.57K
|
613
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5+ 1.31% |
$1.83K - $2.57K
|
388
$135K
|