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
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-189- 24.11% |
$69.2K - $97.3K
|
595
$207K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-190- 16.58% |
$69.5K - $97.8K
|
956
$333K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-191- 3.12% |
$69.9K - $98.3K
|
5.93K
$2.06M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-191- 30.61% |
$69.9K - $98.3K
|
433
$151K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-192- 4.76% |
$70.3K - $98.8K
|
3.85K
$1.34M
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-200- 15.77% |
$73.2K - $103K
|
1.07K
$371K
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-200- 7.84% |
$73.2K - $103K
|
2.35K
$817K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-200- 26.92% |
$73.2K - $103K
|
543
$189K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 13.51% |
$73.2K - $103K
|
1.28K
$445K
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-204- 1.12% |
$74.7K - $105K
|
18K
$6.25M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-204- 16.18% |
$74.7K - $105K
|
1.06K
$368K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-207- 10.52% |
$75.8K - $107K
|
1.76K
$612K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-208- 9.67% |
$76.1K - $107K
|
1.94K
$676K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-212- 15.7% |
$77.6K - $109K
|
1.14K
$396K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-213- 8.27% |
$77.9K - $110K
|
2.36K
$822K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-217- 21.99% |
$79.4K - $112K
|
770
$268K
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-219- 1.36% |
$80.1K - $113K
|
15.9K
$5.54M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-221- 4.08% |
$80.9K - $114K
|
5.19K
$1.81M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-221- 4.94% |
$80.9K - $114K
|
4.25K
$1.48M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-223- 3.93% |
$81.6K - $115K
|
5.45K
$1.89M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 33.58% |
$83.8K - $118K
|
453
$158K
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-230- 22.01% |
$84.2K - $118K
|
815
$283K
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-230- 1.52% |
$84.2K - $118K
|
14.9K
$5.19M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-235- 21.88% |
$86K - $121K
|
839
$292K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-236- 10.44% |
$86.4K - $121K
|
2.02K
$704K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-240- 10.27% |
$87.8K - $124K
|
2.1K
$729K
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-240- 21.66% |
$87.8K - $124K
|
868
$302K
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-247- 15.19% |
$90.4K - $127K
|
1.38K
$480K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-248- 17.2% |
$90.8K - $128K
|
1.19K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-248- 9.32% |
$90.8K - $128K
|
2.41K
$839K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-253- 17.07% |
$92.6K - $130K
|
1.23K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-254- 11.06% |
$93K - $131K
|
2.04K
$710K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-256- 14.28% |
$93.7K - $132K
|
1.54K
$535K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-257- 39.97% |
$94.1K - $132K
|
386
$134K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-257- 19.98% |
$94.1K - $132K
|
1.03K
$358K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-262- 2.7% |
$95.9K - $135K
|
9.43K
$3.28M
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-263- 29.0% |
$96.2K - $135K
|
644
$224K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-266- 9.71% |
$97.3K - $137K
|
2.47K
$861K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-269- 6.43% |
$98.4K - $138K
|
3.92K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-277- 1.9% |
$101K - $143K
|
14.3K
$4.98M
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-277- 7.99% |
$101K - $143K
|
3.19K
$1.11M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-282- 4.86% |
$103K - $145K
|
5.52K
$1.92M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-285- 47.03% |
$104K - $147K
|
321
$112K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-291- 25.46% |
$106K - $150K
|
852
$296K
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-291- 34.56% |
$106K - $150K
|
551
$192K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-291- 27.87% |
$106K - $150K
|
753
$262K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-291- 29.6% |
$106K - $150K
|
692
$241K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-294- 22.37% |
$108K - $151K
|
1.02K
$355K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-298- 13.95% |
$109K - $153K
|
1.84K
$639K
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.64% |
$110K - $154K
|
11K
$3.84M
|