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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-481- 11.48% |
$176K - $248K
|
3.71K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-482- 20.97% |
$176K - $248K
|
1.82K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-485- 17.8% |
$177K - $250K
|
2.24K
$856K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-496- 8.97% |
$182K - $255K
|
5.03K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-498- 6.79% |
$182K - $256K
|
6.84K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 69.25% |
$183K - $257K
|
222
$84.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-511- 9.26% |
$187K - $263K
|
5.01K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-526- 37.84% |
$192K - $271K
|
864
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-533- 19.76% |
$195K - $274K
|
2.16K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-534- 20.11% |
$195K - $275K
|
2.12K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-537- 45.28% |
$197K - $276K
|
649
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-566- 42.65% |
$207K - $291K
|
761
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-573- 15.51% |
$210K - $295K
|
3.12K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-574- 48.44% |
$210K - $295K
|
611
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-575- 8.39% |
$210K - $296K
|
6.28K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-578- 15.04% |
$212K - $297K
|
3.26K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-586- 14.81% |
$214K - $302K
|
3.37K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-587- 30.73% |
$215K - $302K
|
1.32K
$506K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-597- 2.99% |
$218K - $307K
|
19.4K
$7.42M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-597- 24.71% |
$218K - $307K
|
1.82K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.58% |
$220K - $309K
|
12.5K
$4.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-611- 26.54% |
$224K - $314K
|
1.69K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-620- 0.48% |
$227K - $319K
|
127K
$48.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-621- 82.36% |
$227K - $320K
|
133
$50.9K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-628- 22.15% |
$230K - $323K
|
2.21K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-628- 5.95% |
$230K - $323K
|
9.92K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-631- 14.84% |
$231K - $325K
|
3.62K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-633- 27.33% |
$232K - $326K
|
1.68K
$644K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-650- 13.2% |
$238K - $335K
|
4.28K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-650- 40.7% |
$238K - $335K
|
947
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-655- 39.55% |
$240K - $337K
|
1K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-661- 2.01% |
$242K - $340K
|
32.2K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-662- 47.56% |
$242K - $341K
|
730
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-669- 2.98% |
$245K - $344K
|
21.8K
$8.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-675- 10.93% |
$247K - $347K
|
5.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-682- 5.61% |
$250K - $351K
|
11.5K
$4.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-700- 25.93% |
$256K - $360K
|
2K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-704- 6.16% |
$258K - $362K
|
10.7K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-708- 14.45% |
$259K - $364K
|
4.19K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-714- 31.18% |
$261K - $367K
|
1.58K
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-719- 4.59% |
$263K - $370K
|
15K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-721- 14.98% |
$264K - $371K
|
4.09K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-725- 15.47% |
$265K - $373K
|
3.96K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-748- 49.67% |
$274K - $385K
|
758
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-753- 11.78% |
$276K - $388K
|
5.64K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-759- 21.85% |
$278K - $391K
|
2.72K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-763- 52.88% |
$279K - $393K
|
680
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-767- 55.62% |
$281K - $395K
|
612
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-767- 38.39% |
$281K - $395K
|
1.23K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-782- 52.98% |
$286K - $402K
|
694
$265K
|