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 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-858- 18.77% |
$314K - $442K
|
3.71K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-886- 22.3% |
$324K - $456K
|
3.09K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-951- 33.14% |
$348K - $489K
|
1.92K
$759K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-986- 63.78% |
$361K - $507K
|
560
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 0.3% |
$366K - $515K
|
327K
$129M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.02K- 58.12% |
$375K - $527K
|
738
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.03K- 15.12% |
$376K - $529K
|
5.77K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-1.03K- 6.56% |
$378K - $531K
|
14.7K
$5.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.09K- 99.27% |
$398K - $560K
|
8
$3.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.11K- 0.32% |
$404K - $569K
|
342K
$135M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.16K- 42.51% |
$425K - $597K
|
1.57K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.16K- 16.48% |
$425K - $598K
|
5.89K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.23K- 52.39% |
$450K - $633K
|
1.12K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.23K- 20.12% |
$450K - $633K
|
4.89K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.24K- 11.5% |
$453K - $638K
|
9.53K
$3.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.25K- 26.82% |
$457K - $643K
|
3.41K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.26K- 16.48% |
$459K - $646K
|
6.36K
$2.52M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.3K- 41.83% |
$474K - $667K
|
1.8K
$713K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.3K- 8.91% |
$476K - $669K
|
13.3K
$5.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.38K- 4.44% |
$505K - $710K
|
29.7K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.42K- 50.99% |
$520K - $731K
|
1.37K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 6.26% |
$523K - $735K
|
21.4K
$8.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.5K- 16.65% |
$549K - $772K
|
7.51K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 72.3% |
$551K - $775K
|
577
$228K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.6K- 25.07% |
$584K - $822K
|
4.77K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.66K- 1.64% |
$607K - $854K
|
99.2K
$39.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.7K- 27.61% |
$623K - $876K
|
4.46K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.82K- 31.3% |
$666K - $937K
|
3.99K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.88K- 11.55% |
$686K - $965K
|
14.4K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.96K- 33.71% |
$718K - $1.01M
|
3.86K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 18.89% |
$742K - $1.04M
|
8.71K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.15K- 5.26% |
$787K - $1.11M
|
38.8K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.16K- 6.2% |
$792K - $1.11M
|
32.7K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.17K- 2.25% |
$795K - $1.12M
|
94.5K
$37.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.2K- 67.07% |
$804K - $1.13M
|
1.08K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.6K- 27.97% |
$952K - $1.34M
|
6.7K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.61K- 2.09% |
$954K - $1.34M
|
122K
$48.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.71K- 30.97% |
$991K - $1.39M
|
6.04K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.48K- 67.83% |
$1.64M - $2.3M
|
2.12K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.67K- 47.48% |
$1.71M - $2.4M
|
5.17K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.71K- 88.02% |
$1.72M - $2.42M
|
641
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.76K- 26.24% |
$2.11M - $2.97M
|
16.2K
$6.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6.11K- 95.66% |
$2.24M - $3.14M
|
277
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.22K- 12.26% |
$2.28M - $3.2M
|
44.5K
$17.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.83K- 65.64% |
$2.5M - $3.52M
|
3.58K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-7.15K- 50.8% |
$2.62M - $3.68M
|
6.92K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.53K- 3.65% |
$2.75M - $3.87M
|
199K
$78.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-7.71K- 24.08% |
$2.82M - $3.97M
|
24.3K
$9.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.76K- 48.85% |
$3.21M - $4.51M
|
9.18K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.94K- 59.2% |
$3.27M - $4.6M
|
6.16K
$2.44M
|