Latest Institutional Transactions on Elevance Health, Inc. (ELV)
This table provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-1- 0.16% |
$366 - $515
|
639
$244K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-37- 31.09% |
$13.5K - $19K
|
82
$31.3K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-35- 0.11% |
$12.8K - $18K
|
32.2K
$12.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
739+ 3.62% |
$270K - $380K
|
21.2K
$8.09M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
476+ 56.26% |
$174K - $245K
|
1.32K
$505K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-6- 9.09% |
$2.2K - $3.09K
|
60
$22.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 100.0% |
$1.83K - $2.57K
|
10
$3.82K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102- 27.27% |
$37.3K - $52.5K
|
272
$104K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-41- 13.02% |
$15K - $21.1K
|
274
$105K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.16K- 42.51% |
$425K - $597K
|
1.57K
$600K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-49- 4.34% |
$17.9K - $25.2K
|
1.08K
$413K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.76KNew |
$644K - $905K
|
1.76K
$672K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 9.89% |
$39.2K - $55.1K
|
975
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.6K- 25.07% |
$584K - $822K
|
4.77K
$1.82M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-452- 59.95% |
$165K - $233K
|
302
$115K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-144- 2.98% |
$52.7K - $74.1K
|
4.69K
$1.79M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-146- 24.91% |
$53.4K - $75.1K
|
440
$168K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.73K+ 13.73% |
$997K - $1.4M
|
22.6K
$8.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-75- 8.68% |
$27.4K - $38.6K
|
789
$301K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.8% |
$366 - $515
|
126
$48.1K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
787New |
$288K - $405K
|
787
$301K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-130- 3.4% |
$47.6K - $66.9K
|
3.69K
$1.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-48.9K- 3.97% |
$17.9M - $25.2M
|
1.18M
$452M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
1.8K+ 59.02% |
$659K - $926K
|
4.85K
$1.85M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-29- 7.53% |
$10.6K - $14.9K
|
356
$136K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
44+ 1.9% |
$16.1K - $22.6K
|
2.36K
$900K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.5K- 16.65% |
$549K - $772K
|
7.51K
$2.87M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16- 1.55% |
$5.86K - $8.23K
|
1.01K
$387K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-113- 61.41% |
$41.4K - $58.2K
|
71
$27.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.3K- 41.83% |
$474K - $667K
|
1.8K
$688K
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
173+ 29.42% |
$86.5K - $97.3K
|
761
$291K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
142K+ 5.97% |
$71.1M - $79.9M
|
2.52M
$964M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 2.78% |
$500 - $562
|
37
$14.1K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-411- 10.32% |
$206K - $231K
|
3.57K
$1.36M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
196+ 44.14% |
$98K - $110K
|
640
$244K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-110- 5.27% |
$55K - $61.9K
|
1.98K
$755K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
58+ 2.57% |
$29K - $32.6K
|
2.32K
$885K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-709- 1.38% |
$355K - $399K
|
50.6K
$19.3M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-805- 6.58% |
$403K - $453K
|
11.4K
$4.37M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
20.9KNew |
$10.5M - $11.8M
|
20.9K
$8M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-15- 1.98% |
$7.5K - $8.43K
|
743
$284K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-434- 4.29% |
$217K - $244K
|
9.69K
$3.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17+ 2.83% |
$8.5K - $9.56K
|
617
$236K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-231K- 93.15% |
$116M - $130M
|
17K
$6.51M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.57KNew |
$2.29M - $2.57M
|
4.57K
$1.75M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-19- 1.75% |
$9.5K - $10.7K
|
1.06K
$406K
|
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-246- 4.54% |
$123K - $138K
|
5.17K
$1.97M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-935- 14.72% |
$468K - $526K
|
5.42K
$2.07M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.98K+ 39.64% |
$1.49M - $1.68M
|
10.5K
$4.01M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1+ 0.15% |
$500 - $562
|
683
$261K
|
|