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 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-291- 29.6% |
$106K - $150K
|
692
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-294- 22.37% |
$108K - $151K
|
1.02K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-298- 13.95% |
$109K - $153K
|
1.84K
$703K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.64% |
$110K - $154K
|
11K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 0.99% |
$110K - $154K
|
30K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-308- 17.49% |
$113K - $159K
|
1.45K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-310- 10.35% |
$113K - $160K
|
2.68K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-314- 18.37% |
$115K - $162K
|
1.4K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-320- 2.87% |
$117K - $165K
|
10.8K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-320- 6.85% |
$117K - $165K
|
4.35K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-322- 20.72% |
$118K - $166K
|
1.23K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-325- 18.23% |
$119K - $167K
|
1.46K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-326- 27.33% |
$119K - $168K
|
867
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-330- 28.37% |
$121K - $170K
|
833
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-333- 21.05% |
$122K - $171K
|
1.25K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-337- 15.21% |
$123K - $173K
|
1.88K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-343- 32.7% |
$126K - $177K
|
706
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-343- 16.02% |
$126K - $177K
|
1.8K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-347- 0.69% |
$127K - $179K
|
50.2K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-347- 19.85% |
$127K - $179K
|
1.4K
$536K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-349- 10.6% |
$128K - $180K
|
2.94K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-350- 24.1% |
$128K - $180K
|
1.1K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-351- 29.08% |
$128K - $181K
|
856
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-365- 15.3% |
$134K - $188K
|
2.02K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-370- 20.22% |
$135K - $190K
|
1.46K
$558K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-374- 15.95% |
$137K - $192K
|
1.97K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-381- 6.5% |
$139K - $196K
|
5.49K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-383- 2.99% |
$140K - $197K
|
12.4K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-384- 12.82% |
$141K - $198K
|
2.61K
$999K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-387- 20.4% |
$142K - $199K
|
1.51K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-387- 32.82% |
$142K - $199K
|
792
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-388- 7.28% |
$142K - $200K
|
4.94K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-390- 10.5% |
$143K - $201K
|
3.33K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-391- 27.36% |
$143K - $201K
|
1.04K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-394- 23.33% |
$144K - $203K
|
1.3K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-409- 4.85% |
$150K - $210K
|
8.03K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-410- 31.06% |
$150K - $211K
|
910
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-416- 24.73% |
$152K - $214K
|
1.27K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-425- 5.32% |
$156K - $219K
|
7.57K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-429- 24.25% |
$157K - $221K
|
1.34K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-429- 33.89% |
$157K - $221K
|
837
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-429- 17.1% |
$157K - $221K
|
2.08K
$796K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-433- 88.91% |
$158K - $223K
|
54
$20.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-434- 9.54% |
$159K - $223K
|
4.11K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-437- 17.81% |
$160K - $225K
|
2.02K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-449- 14.16% |
$164K - $231K
|
2.72K
$1.04M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-452- 59.95% |
$165K - $233K
|
302
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-470- 39.93% |
$172K - $242K
|
707
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-471- 31.23% |
$172K - $242K
|
1.04K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-474- 25.24% |
$173K - $244K
|
1.4K
$537K
|