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
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 3.3% |
$4.03K - $5.66K
|
322
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-11- 1.13% |
$4.03K - $5.66K
|
960
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 1.57% |
$4.39K - $6.18K
|
753
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12- 0.97% |
$4.39K - $6.18K
|
1.23K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-12- 0.84% |
$4.39K - $6.18K
|
1.41K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12- 0.31% |
$4.39K - $6.18K
|
3.8K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 37.14% |
$4.76K - $6.69K
|
22
$7.65K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-13- 1.03% |
$4.76K - $6.69K
|
1.25K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 50.0% |
$5.49K - $7.72K
|
15
$5.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 71.43% |
$5.49K - $7.72K
|
6
$2.09K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-15- 0.56% |
$5.49K - $7.72K
|
2.66K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-15- 0.9% |
$5.49K - $7.72K
|
1.65K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16- 10.6% |
$5.86K - $8.23K
|
135
$47K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16- 1.55% |
$5.86K - $8.23K
|
1.01K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 21.05% |
$5.86K - $8.23K
|
60
$20.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-16- 0.12% |
$5.86K - $8.23K
|
13.6K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 88.89% |
$5.86K - $8.23K
|
2
$696
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-16- 2.76% |
$5.86K - $8.23K
|
564
$196K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 6.56% |
$6.22K - $8.75K
|
242
$84.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17- 0.7% |
$6.22K - $8.75K
|
2.41K
$838K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-17- 1.1% |
$6.22K - $8.75K
|
1.54K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-18- 0.23% |
$6.59K - $9.26K
|
7.66K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18- 31.03% |
$6.59K - $9.26K
|
40
$13.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-19- 86.36% |
$6.95K - $9.78K
|
3
$1.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-19- 2.95% |
$6.95K - $9.78K
|
625
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-19- 2.32% |
$6.95K - $9.78K
|
800
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 23.26% |
$7.32K - $10.3K
|
66
$23K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 1.2% |
$7.32K - $10.3K
|
1.65K
$573K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-20- 1.23% |
$7.32K - $10.3K
|
1.61K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 1.42% |
$7.69K - $10.8K
|
1.45K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-21- 0.07% |
$7.69K - $10.8K
|
28.5K
$9.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-22- 0.94% |
$8.05K - $11.3K
|
2.31K
$802K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-22- 2.92% |
$8.05K - $11.3K
|
731
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-22- 20.18% |
$8.05K - $11.3K
|
87
$30.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22- 0.67% |
$8.05K - $11.3K
|
3.27K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-24- 88.89% |
$8.78K - $12.4K
|
3
$1.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-24- 20.87% |
$8.78K - $12.4K
|
91
$31.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-24- 3.29% |
$8.78K - $12.4K
|
706
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-24- 1.36% |
$8.78K - $12.4K
|
1.74K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 14.29% |
$9.15K - $12.9K
|
150
$52.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25- 1.27% |
$9.15K - $12.9K
|
1.95K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-26- 1.34% |
$9.51K - $13.4K
|
1.91K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-27- 11.16% |
$9.88K - $13.9K
|
215
$74.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-28- 4.5% |
$10.2K - $14.4K
|
594
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-28- 3.35% |
$10.2K - $14.4K
|
809
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-28- 2.46% |
$10.2K - $14.4K
|
1.11K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-28- 0.6% |
$10.2K - $14.4K
|
4.6K
$1.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-29- 7.53% |
$10.6K - $14.9K
|
356
$124K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30- 2.99% |
$11K - $15.4K
|
972
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-30- 3.39% |
$11K - $15.4K
|
856
$298K
|