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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
476+ 56.26% |
$174K - $245K
|
1.32K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
474+ 84.04% |
$173K - $244K
|
1.04K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
471+ 19.79% |
$172K - $242K
|
2.85K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
466New |
$171K - $240K
|
466
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
437+ 55.81% |
$160K - $225K
|
1.22K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
400+ 0.55% |
$146K - $206K
|
73.2K
$29M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
395+ 60.03% |
$145K - $203K
|
1.05K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
394+ 20.67% |
$144K - $203K
|
2.3K
$910K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
373+ 18.93% |
$137K - $192K
|
2.34K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
338New |
$124K - $174K
|
338
$134K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
338+ 40.53% |
$124K - $174K
|
1.17K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
315+ 43.21% |
$115K - $162K
|
1.04K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
301+ 17.1% |
$110K - $155K
|
2.06K
$816K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
297+ 37.08% |
$109K - $153K
|
1.1K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
280+ 3.36% |
$102K - $144K
|
8.61K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
273+ 11.01% |
$99.9K - $140K
|
2.75K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
250New |
$91.5K - $129K
|
250
$98.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
241New |
$88.2K - $124K
|
241
$95.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
237+ 11.5% |
$86.7K - $122K
|
2.3K
$909K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
227+ 5.72% |
$83.1K - $117K
|
4.2K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
213+ 2.03% |
$77.9K - $110K
|
10.7K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
210+ 42.08% |
$76.9K - $108K
|
709
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
204+ 29.18% |
$74.7K - $105K
|
903
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
202New |
$73.9K - $104K
|
202
$79.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
200+ 0.72% |
$73.2K - $103K
|
28K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
195+ 12.74% |
$71.4K - $100K
|
1.73K
$683K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
195+ 7.11% |
$71.4K - $100K
|
2.94K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
192+ 5.95% |
$70.3K - $98.8K
|
3.42K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
186+ 30.44% |
$68.1K - $95.7K
|
797
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180+ 29.32% |
$65.9K - $92.6K
|
794
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
171+ 14.06% |
$62.6K - $88K
|
1.39K
$549K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
168+ 21.19% |
$61.5K - $86.5K
|
961
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
156+ 0.75% |
$57.1K - $80.3K
|
21K
$8.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
147+ 6.66% |
$53.8K - $75.6K
|
2.35K
$931K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 9.02% |
$53.4K - $75.1K
|
1.76K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
146+ 19.68% |
$53.4K - $75.1K
|
888
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
145+ 7.16% |
$53.1K - $74.6K
|
2.17K
$858K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
145+ 19.52% |
$53.1K - $74.6K
|
888
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
131+ 0.53% |
$47.9K - $67.4K
|
24.8K
$9.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
122+ 10.36% |
$44.6K - $62.8K
|
1.3K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
117+ 17.23% |
$42.8K - $60.2K
|
796
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 11.48% |
$41.7K - $58.7K
|
1.11K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
111+ 1.74% |
$40.6K - $57.1K
|
6.47K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
105+ 2.62% |
$38.4K - $54K
|
4.12K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
95+ 4.76% |
$34.8K - $48.9K
|
2.09K
$828K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
93+ 2.29% |
$34K - $47.9K
|
4.16K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
93New |
$34K - $47.9K
|
93
$36.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
92+ 13.12% |
$33.7K - $47.3K
|
793
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
89+ 5.64% |
$32.6K - $45.8K
|
1.67K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
89+ 1.23% |
$32.6K - $45.8K
|
7.3K
$2.89M
|