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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
612+ 0.43% |
$224K - $315K
|
144K
$50.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
610New |
$223K - $314K
|
610
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
609+ 17.24% |
$223K - $313K
|
4.14K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
607+ 14.87% |
$222K - $312K
|
4.69K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
606New |
$222K - $312K
|
606
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
601New |
$220K - $309K
|
601
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
593New |
$217K - $305K
|
593
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
590New |
$216K - $304K
|
590
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
581+ 14.4% |
$213K - $299K
|
4.62K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
579+ 11.93% |
$212K - $298K
|
5.43K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
575New |
$210K - $296K
|
575
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
566New |
$207K - $291K
|
566
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
566+ 24.87% |
$207K - $291K
|
2.84K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
562+ 50.68% |
$206K - $289K
|
1.67K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
557New |
$204K - $287K
|
557
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
551+ 10.66% |
$202K - $284K
|
5.72K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
547+ 11.32% |
$200K - $281K
|
5.38K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
543+ 70.34% |
$199K - $279K
|
1.32K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
530+ 9.75% |
$194K - $273K
|
5.97K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
515New |
$188K - $265K
|
515
$179K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
511+ 0.84% |
$187K - $263K
|
61.4K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
508+ 1.7% |
$186K - $261K
|
30.3K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
505+ 42.44% |
$185K - $260K
|
1.7K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
501New |
$183K - $258K
|
501
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
490+ 48.09% |
$179K - $252K
|
1.51K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
487+ 14.03% |
$178K - $251K
|
3.96K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
480+ 38.1% |
$176K - $247K
|
1.74K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
478+ 11.91% |
$175K - $246K
|
4.49K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
477+ 33.19% |
$175K - $245K
|
1.91K
$666K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
476+ 56.26% |
$174K - $245K
|
1.32K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
476+ 22.15% |
$174K - $245K
|
2.63K
$913K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
474+ 84.04% |
$173K - $244K
|
1.04K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
471+ 19.79% |
$172K - $242K
|
2.85K
$992K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
466New |
$171K - $240K
|
466
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
454+ 7.58% |
$166K - $234K
|
6.44K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
452+ 1.29% |
$165K - $233K
|
35.4K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
450+ 68.91% |
$165K - $232K
|
1.1K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
446+ 60.19% |
$163K - $230K
|
1.19K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Paralel Advisors LLC
|
BUY
|
- |
440+ 9.99% |
$161K - $226K
|
4.84K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
437+ 55.81% |
$160K - $225K
|
1.22K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
425+ 50.78% |
$156K - $219K
|
1.26K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
400+ 0.55% |
$146K - $206K
|
73.2K
$25.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
400+ 3636.36% |
$146K - $206K
|
411
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
395+ 60.03% |
$145K - $203K
|
1.05K
$366K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
395New |
$145K - $203K
|
395
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
394+ 20.67% |
$144K - $203K
|
2.3K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
390+ 20.88% |
$143K - $201K
|
2.26K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
379+ 34.58% |
$139K - $195K
|
1.48K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
373+ 18.93% |
$137K - $192K
|
2.34K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
338+ 40.53% |
$124K - $174K
|
1.17K
$408K
|