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 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
212+ 27.64% |
$64.4K - $76.8K
|
979
$319K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.41K+ 2.47% |
$429K - $511K
|
58.6K
$19.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
46+ 2.75% |
$14K - $16.7K
|
1.72K
$560K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
130New |
$39.5K - $47.1K
|
130
$42.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.55% |
$1.82K - $2.17K
|
1.1K
$357K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4+ 0.55% |
$1.22K - $1.45K
|
737
$240K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-255- 14.18% |
$77.5K - $92.4K
|
1.54K
$503K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-697- 7.46% |
$212K - $253K
|
8.65K
$2.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-300- 6.9% |
$91.1K - $109K
|
4.05K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-54.4K- 8.64% |
$16.5M - $19.7M
|
576K
$188M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
617New |
$187K - $224K
|
617
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.54K- 34.44% |
$468K - $559K
|
2.94K
$956K
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.37K- 3.1% |
$719K - $858K
|
74K
$24.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-31- 2.64% |
$9.42K - $11.2K
|
1.15K
$373K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
106+ 20.7% |
$32.2K - $38.4K
|
618
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-55- 3.95% |
$16.7K - $19.9K
|
1.34K
$436K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.24K- 18.62% |
$376K - $448K
|
5.41K
$1.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.47% |
$304 - $362
|
212
$69.1K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.78K+ 5.2% |
$539K - $643K
|
35.9K
$11.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-39- 40.63% |
$11.8K - $14.1K
|
57
$18.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
77K+ 17.01% |
$23.4M - $27.9M
|
530K
$173M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
232K+ 6237.63% |
$70.3M - $83.9M
|
235K
$76.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
16.9KNew |
$5.15M - $6.14M
|
16.9K
$5.52M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
909New |
$276K - $329K
|
909
$296K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.08% |
$304 - $362
|
1.31K
$427K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 5.56% |
$608 - $725
|
38
$12.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-68.5K- 16.76% |
$20.8M - $24.8M
|
340K
$111M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15- 1.82% |
$4.56K - $5.44K
|
809
$264K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
373+ 24.22% |
$113K - $135K
|
1.91K
$623K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-181- 12.35% |
$55K - $65.6K
|
1.28K
$418K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14K+ 2.65% |
$348K - $415K
|
44.3K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
75+ 7.46% |
$22.8K - $27.2K
|
1.08K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-403- 12.49% |
$122K - $146K
|
2.82K
$920K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-65- 2.03% |
$19.7K - $23.6K
|
3.13K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
29+ 2.95% |
$8.81K - $10.5K
|
1.01K
$329K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-81- 16.98% |
$24.6K - $29.3K
|
396
$129K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-40- 34.19% |
$12.2K - $14.5K
|
77
$25.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
48+ 5.95% |
$14.6K - $17.4K
|
855
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
28New |
$8.51K - $10.1K
|
28
$9.12K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
115+ 1.9% |
$34.9K - $41.7K
|
6.17K
$2.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 58.33% |
$2.13K - $2.54K
|
19
$6.19K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.35KNew |
$409K - $488K
|
1.35K
$439K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
920+ 81.42% |
$279K - $333K
|
2.05K
$668K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
991New |
$301K - $359K
|
991
$323K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
168+ 14.32% |
$51K - $60.9K
|
1.34K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
696New |
$211K - $252K
|
696
$227K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
54+ 7.32% |
$16.4K - $19.6K
|
792
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
263New |
$79.9K - $95.3K
|
263
$85.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
62+ 6.03% |
$18.8K - $22.5K
|
1.09K
$355K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
206+ 72.28% |
$62.6K - $74.6K
|
491
$160K
|
|