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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-12.3K- 4.58% |
$3.38M - $4.86M
|
256K
$83.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
9.6K+ 12.29% |
$2.64M - $3.8M
|
87.7K
$28.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
44+ 110.0% |
$12.1K - $17.4K
|
84
$27.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-500- 28.07% |
$137K - $198K
|
1.28K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-52- 6.68% |
$14.3K - $20.6K
|
726
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
175+ 10.04% |
$48.1K - $69.3K
|
1.92K
$625K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.29K- 18.34% |
$354K - $510K
|
5.74K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-233- 12.3% |
$64K - $92.2K
|
1.66K
$542K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.63K+ 15.08% |
$1.55M - $2.23M
|
43K
$14M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-118K- 6.56% |
$32.5M - $46.8M
|
1.69M
$549M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 17.5% |
$3.53M - $5.08M
|
86.3K
$28.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.49K+ 79.6% |
$410K - $591K
|
3.37K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
8.86K+ 32.59% |
$2.43M - $3.51M
|
36K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.31KNew |
$633K - $913K
|
2.31K
$751K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-82- 26.28% |
$22.5K - $32.5K
|
230
$74.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
68+ 0.86% |
$18.7K - $26.9K
|
8.01K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-4.54K- 32.09% |
$1.25M - $1.8M
|
9.61K
$3.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-178- 2.24% |
$48.9K - $70.4K
|
7.75K
$2.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-81- 3.8% |
$22.2K - $32.1K
|
2.05K
$669K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2+ 0.57% |
$549 - $792
|
352
$115K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-10- 3.8% |
$2.75K - $3.96K
|
253
$82.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
125K+ 42.71% |
$34.5M - $49.7M
|
419K
$137M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-397- 16.13% |
$109K - $157K
|
2.06K
$673K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
203+ 8.93% |
$55.8K - $80.3K
|
2.48K
$807K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-48- 5.99% |
$13.2K - $19K
|
754
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.44K+ 18.46% |
$2.04M - $2.94M
|
47.7K
$15.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
25.8K+ 336.0% |
$7.1M - $10.2M
|
33.5K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3.72K- 45.45% |
$1.02M - $1.47M
|
4.47K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
490+ 68.15% |
$135K - $194K
|
1.21K
$394K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 9.26% |
$5.49K - $7.92K
|
196
$63.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-14K- 49.49% |
$3.86M - $5.56M
|
14.3K
$4.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27+ 2.2% |
$7.42K - $10.7K
|
1.26K
$409K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
128+ 16.93% |
$35.2K - $50.7K
|
884
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-84- 5.6% |
$23.1K - $33.2K
|
1.42K
$461K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.86KNew |
$511K - $736K
|
1.86K
$606K
|
|
|
Nov 10, 2025
Q3 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-57- 1.71% |
$15.7K - $22.6K
|
3.28K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.07K+ 21.29% |
$293K - $422K
|
6.07K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
44+ 3.49% |
$12.1K - $17.4K
|
1.31K
$425K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-30.9K- 15.05% |
$8.5M - $12.2M
|
175K
$56.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.32% |
$549 - $792
|
620
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
150+ 15.17% |
$41.2K - $59.4K
|
1.14K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$3.93M - $5.67M
|
14.3K
$4.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.45K- 2.44% |
$399K - $574K
|
58K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
102+ 6.11% |
$28K - $40.4K
|
1.77K
$577K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.24K- 3.44% |
$341K - $491K
|
34.8K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
21.1K+ 4.87% |
$5.8M - $8.36M
|
455K
$148M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.84K+ 17.42% |
$1.33M - $1.92M
|
32.6K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-518- 10.65% |
$142K - $205K
|
4.35K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-614- 21.86% |
$169K - $243K
|
2.2K
$715K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
303+ 39.45% |
$83.2K - $120K
|
1.07K
$349K
|
|