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
|
Retirement Guys Formula LLC
|
BUY
|
- |
84+ 3.1% |
$30.7K - $43.2K
|
2.79K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
84+ 13.84% |
$30.7K - $43.2K
|
691
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
78+ 9.14% |
$28.5K - $40.1K
|
931
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
63+ 2.54% |
$23.1K - $32.4K
|
2.54K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
60New |
$22K - $30.9K
|
60
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58+ 4.38% |
$21.2K - $29.8K
|
1.38K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
56+ 4.3% |
$20.5K - $28.8K
|
1.36K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
56+ 8.33% |
$20.5K - $28.8K
|
728
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
52+ 2.46% |
$19K - $26.8K
|
2.16K
$856K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
44+ 1.9% |
$16.1K - $22.6K
|
2.36K
$932K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
43+ 477.78% |
$15.7K - $22.1K
|
52
$20.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42+ 6.83% |
$15.4K - $21.6K
|
657
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
40New |
$14.6K - $20.6K
|
40
$15.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
35+ 3.41% |
$12.8K - $18K
|
1.06K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
33+ 2.35% |
$12.1K - $17K
|
1.44K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
32+ 0.5% |
$11.7K - $16.5K
|
6.38K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.06% |
$11K - $15.4K
|
1.49K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 1.47% |
$10.6K - $14.9K
|
2K
$790K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
27+ 6.63% |
$9.88K - $13.9K
|
434
$172K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
25+ 4.22% |
$9.15K - $12.9K
|
618
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 1.9% |
$9.15K - $12.9K
|
1.34K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 1.84% |
$7.32K - $10.3K
|
1.11K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18+ 0.89% |
$6.59K - $9.26K
|
2.03K
$804K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 8.47% |
$5.49K - $7.72K
|
192
$76K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.33% |
$5.49K - $7.72K
|
4.6K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.48% |
$5.49K - $7.72K
|
620
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14New |
$5.12K - $7.2K
|
14
$5.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13+ 325.0% |
$4.76K - $6.69K
|
17
$6.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.44% |
$4.39K - $6.18K
|
2.75K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
11+ 220.0% |
$4.03K - $5.66K
|
16
$6.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
8+ 0.33% |
$2.93K - $4.12K
|
2.42K
$956K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
8+ 0.8% |
$2.93K - $4.12K
|
1.01K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7New |
$2.56K - $3.6K
|
7
$2.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.42% |
$2.56K - $3.6K
|
1.68K
$665K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 100.0% |
$1.83K - $2.57K
|
10
$3.96K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5+ 0.43% |
$1.83K - $2.57K
|
1.17K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5+ 4.0% |
$1.83K - $2.57K
|
130
$51.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.32% |
$1.83K - $2.57K
|
1.56K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.16% |
$1.46K - $2.06K
|
2.46K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4+ 0.56% |
$1.46K - $2.06K
|
720
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.3% |
$1.46K - $2.06K
|
1.34K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.39% |
$1.1K - $1.54K
|
777
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$1.1K - $1.54K
|
3
$1.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 60.0% |
$1.1K - $1.54K
|
8
$3.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 33.33% |
$732 - $1.03K
|
8
$3.17K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$732 - $1.03K
|
2
$791
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$791
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$732 - $1.03K
|
2
$791
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2+ 0.2% |
$732 - $1.03K
|
1.03K
$406K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.8% |
$366 - $515
|
126
$49.9K
|