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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 4.12% |
$32.2K - $45.3K
|
2.05K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-91- 4.02% |
$33.3K - $46.8K
|
2.17K
$860K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-94- 6.68% |
$34.4K - $48.4K
|
1.31K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-95- 2.72% |
$34.8K - $48.9K
|
3.4K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 32.55% |
$35.5K - $49.9K
|
201
$79.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-97- 10.0% |
$35.5K - $49.9K
|
873
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 11.67% |
$35.9K - $50.4K
|
742
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 14.75% |
$36.6K - $51.5K
|
578
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-101- 14.9% |
$37K - $52K
|
577
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101- 2.11% |
$37K - $52K
|
4.69K
$1.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102- 27.27% |
$37.3K - $52.5K
|
272
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-104- 11.33% |
$38.1K - $53.5K
|
814
$322K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 9.89% |
$39.2K - $55.1K
|
975
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-109- 31.23% |
$39.9K - $56.1K
|
240
$95K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-112- 58.95% |
$41K - $57.6K
|
78
$30.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-113- 61.41% |
$41.4K - $58.2K
|
71
$28.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-116- 12.06% |
$42.5K - $59.7K
|
846
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-116- 31.52% |
$42.5K - $59.7K
|
252
$99.7K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-118- 14.53% |
$43.2K - $60.7K
|
694
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-119- 10.92% |
$43.5K - $61.2K
|
971
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-125- 17.34% |
$45.7K - $64.3K
|
596
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-125- 17.05% |
$45.7K - $64.3K
|
608
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-130- 3.4% |
$47.6K - $66.9K
|
3.69K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-130- 4.34% |
$47.6K - $66.9K
|
2.87K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-131- 8.52% |
$47.9K - $67.4K
|
1.41K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-131- 8.26% |
$47.9K - $67.4K
|
1.46K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 84.28% |
$49K - $69K
|
25
$9.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-142- 14.37% |
$52K - $73.1K
|
846
$335K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-144- 2.98% |
$52.7K - $74.1K
|
4.69K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-144- 9.15% |
$52.7K - $74.1K
|
1.43K
$565K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-146- 24.91% |
$53.4K - $75.1K
|
440
$174K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-149- 16.36% |
$54.5K - $76.7K
|
762
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-151- 11.06% |
$55.3K - $77.7K
|
1.21K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-153- 7.8% |
$56K - $78.7K
|
1.81K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-156- 5.75% |
$57.1K - $80.3K
|
2.56K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-166- 5.17% |
$60.7K - $85.4K
|
3.04K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-169- 12.08% |
$61.8K - $87K
|
1.23K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-171- 4.18% |
$62.6K - $88K
|
3.92K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-184- 3.47% |
$67.3K - $94.7K
|
5.11K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-189- 24.11% |
$69.2K - $97.3K
|
595
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-191- 3.12% |
$69.9K - $98.3K
|
5.93K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-200- 15.77% |
$73.2K - $103K
|
1.07K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-200- 26.92% |
$73.2K - $103K
|
543
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-200- 7.84% |
$73.2K - $103K
|
2.35K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-208- 9.67% |
$76.1K - $107K
|
1.94K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-213- 8.27% |
$77.9K - $110K
|
2.36K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-221- 4.08% |
$80.9K - $114K
|
5.19K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-223- 3.93% |
$81.6K - $115K
|
5.45K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 33.58% |
$83.8K - $118K
|
453
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-235- 21.88% |
$86K - $121K
|
839
$332K
|