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 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-28- 4.5% |
$10.2K - $14.4K
|
594
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-28- 3.35% |
$10.2K - $14.4K
|
809
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-28- 2.46% |
$10.2K - $14.4K
|
1.11K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-28- 0.6% |
$10.2K - $14.4K
|
4.6K
$1.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-29- 7.53% |
$10.6K - $14.9K
|
356
$136K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30- 2.99% |
$11K - $15.4K
|
972
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-30- 3.39% |
$11K - $15.4K
|
856
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-31- 3.08% |
$11.3K - $16K
|
975
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-31- 3.21% |
$11.3K - $16K
|
936
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-31- 1.3% |
$11.3K - $16K
|
2.36K
$902K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-31- 0.99% |
$11.3K - $16K
|
3.09K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-31- 0.79% |
$11.3K - $16K
|
3.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-31- 0.38% |
$11.3K - $16K
|
8.18K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-33- 4.75% |
$12.1K - $17K
|
662
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-34- 0.41% |
$12.4K - $17.5K
|
8.22K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-34- 5.21% |
$12.4K - $17.5K
|
619
$237K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-35- 0.11% |
$12.8K - $18K
|
32.2K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-36- 2.7% |
$13.2K - $18.5K
|
1.3K
$497K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-36- 85.71% |
$13.2K - $18.5K
|
6
$2.29K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-37- 31.09% |
$13.5K - $19K
|
82
$31.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-37- 3.62% |
$13.5K - $19K
|
985
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-37- 8.64% |
$13.5K - $19K
|
391
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-37- 15.23% |
$13.5K - $19K
|
206
$78.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-38- 1.73% |
$13.9K - $19.6K
|
2.16K
$827K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-38- 4.43% |
$13.9K - $19.6K
|
819
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-38- 2.66% |
$13.9K - $19.6K
|
1.39K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-39- 0.76% |
$14.3K - $20.1K
|
5.07K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-39- 0.9% |
$14.3K - $20.1K
|
4.28K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-40- 2.05% |
$14.6K - $20.6K
|
1.91K
$729K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-41- 13.02% |
$15K - $21.1K
|
274
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-43- 6.85% |
$15.7K - $22.1K
|
585
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-44- 7.25% |
$16.1K - $22.6K
|
563
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-45- 90.0% |
$16.5K - $23.2K
|
5
$1.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-46- 5.35% |
$16.8K - $23.7K
|
814
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-46- 5.67% |
$16.8K - $23.7K
|
765
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-47- 4.69% |
$17.2K - $24.2K
|
955
$365K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-47- 6.3% |
$17.2K - $24.2K
|
699
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-47- 5.37% |
$17.2K - $24.2K
|
829
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-48- 2.8% |
$17.6K - $24.7K
|
1.67K
$637K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-49- 4.34% |
$17.9K - $25.2K
|
1.08K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-49- 4.19% |
$17.9K - $25.2K
|
1.12K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-49- 0.94% |
$17.9K - $25.2K
|
5.18K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.29% |
$18.3K - $25.7K
|
1.47K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50- 6.59% |
$18.3K - $25.7K
|
709
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-51- 7.58% |
$18.7K - $26.2K
|
622
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-52- 7.84% |
$19K - $26.8K
|
611
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-52- 54.74% |
$19K - $26.8K
|
43
$16.4K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-53- 2.68% |
$19.4K - $27.3K
|
1.92K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-54- 4.31% |
$19.8K - $27.8K
|
1.2K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-55- 7.23% |
$20.1K - $28.3K
|
706
$270K
|