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 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.22KNew |
$335K - $482K
|
1.22K
$397K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
590+ 88.32% |
$162K - $233K
|
1.26K
$410K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
28+ 1.54% |
$7.69K - $11.1K
|
1.85K
$602K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-20- 0.51% |
$5.49K - $7.92K
|
3.93K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.76KNew |
$482K - $695K
|
1.76K
$572K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.53% |
$2.75K - $3.96K
|
1.88K
$613K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 50.0% |
$824 - $1.19K
|
3
$977
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-321- 15.81% |
$88.2K - $127K
|
1.71K
$557K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.8K+ 26.12% |
$1.04M - $1.5M
|
18.3K
$5.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
413+ 21.35% |
$113K - $163K
|
2.35K
$765K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.11K- 75.98% |
$1.13M - $1.63M
|
1.3K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.3K+ 122.49% |
$5.3M - $7.64M
|
35K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-721- 13.41% |
$198K - $285K
|
4.66K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-45- 6.72% |
$12.4K - $17.8K
|
625
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3- 0.24% |
$824 - $1.19K
|
1.26K
$410K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
SELL
|
- |
-3.5K- 64.85% |
$961K - $1.39M
|
1.9K
$618K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.12K- 19.73% |
$1.13M - $1.63M
|
16.7K
$5.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-10- 33.33% |
$2.75K - $3.96K
|
20
$6.52K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
3+ 0.39% |
$824 - $1.19K
|
770
$251K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-753- 46.74% |
$207K - $298K
|
858
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
646+ 72.34% |
$177K - $256K
|
1.54K
$501K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
208+ 7.55% |
$57.1K - $82.3K
|
2.96K
$966K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.24K- 19.44% |
$341K - $491K
|
5.14K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Management Associates Inc
|
BUY
|
- |
13.1KNew |
$3.6M - $5.19M
|
13.1K
$4.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
764+ 2.78% |
$210K - $302K
|
28.3K
$9.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-619- 2.08% |
$170K - $245K
|
29.1K
$9.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.14K+ 16.92% |
$1.41M - $2.04M
|
35.5K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.88K+ 24.35% |
$1.07M - $1.54M
|
19.8K
$6.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.16K+ 0.26% |
$317K - $457K
|
444K
$145M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$346K - $498K
|
1.26K
$410K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
846+ 41.9% |
$232K - $335K
|
2.87K
$934K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
648+ 17.96% |
$178K - $256K
|
4.26K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.81KNew |
$498K - $718K
|
1.81K
$591K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-127K- 88.42% |
$34.8M - $50.2M
|
16.6K
$5.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-24.8K- 12.78% |
$6.81M - $9.81M
|
169K
$55.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-518- 20.85% |
$142K - $205K
|
1.97K
$641K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
7.36K+ 818.22% |
$2.02M - $2.91M
|
8.26K
$2.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
139+ 17.16% |
$38.2K - $55K
|
949
$309K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-16- 17.78% |
$4.39K - $6.33K
|
74
$24.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
19.1K+ 28.18% |
$5.24M - $7.55M
|
86.8K
$28.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-514- 4.79% |
$141K - $203K
|
10.2K
$3.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-603- 3.13% |
$166K - $239K
|
18.7K
$6.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
89.4K+ 515.52% |
$24.5M - $35.4M
|
107K
$34.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-173- 7.01% |
$47.5K - $68.5K
|
2.29K
$747K
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
10.6K+ 30.13% |
$2.91M - $4.2M
|
45.8K
$14.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-894- 1.49% |
$246K - $354K
|
59.1K
$19.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-666- 65.68% |
$183K - $264K
|
348
$113K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-214- 12.38% |
$58.8K - $84.7K
|
1.51K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
113+ 3.1% |
$31K - $44.7K
|
3.76K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.72K- 21.18% |
$746K - $1.07M
|
10.1K
$3.29M
|
|