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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-4- 66.67% |
$1.1K - $1.58K
|
2
$652
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 50.0% |
$1.37K - $1.98K
|
15
$4.89K
|
|
|
Oct 28, 2025
Q3 2025
|
Focused Investors LLC
|
BUY
|
- |
21.7K+ 4.21% |
$5.96M - $8.59M
|
537K
$175M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 25.0% |
$275 - $396
|
5
$1.63K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
110+ 3.64% |
$30.2K - $43.5K
|
3.13K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-282- 8.12% |
$77.5K - $112K
|
3.19K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.36KNew |
$375K - $540K
|
1.36K
$444K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-144- 5.61% |
$39.6K - $57K
|
2.42K
$790K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-101- 0.39% |
$27.7K - $40K
|
25.6K
$8.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-34- 0.26% |
$9.34K - $13.5K
|
13K
$4.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-72- 9.94% |
$19.8K - $28.5K
|
652
$212K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-847- 28.94% |
$233K - $335K
|
2.08K
$678K
|
|
|
Oct 28, 2025
Q3 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.22K- 17.64% |
$334K - $482K
|
5.68K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 33.33% |
$5.49K - $7.92K
|
80
$26.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-137- 4.25% |
$37.6K - $54.2K
|
3.09K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-131- 11.9% |
$36K - $51.8K
|
970
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-27.6K- 73.03% |
$7.58M - $10.9M
|
10.2K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$2.06M - $2.97M
|
7.52K
$2.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
226+ 2.06% |
$62.1K - $89.4K
|
11.2K
$3.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-531- 10.8% |
$146K - $210K
|
4.38K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.02K+ 0.86% |
$2.2M - $3.18M
|
943K
$307M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-95- 10.29% |
$26.1K - $37.6K
|
828
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
160+ 2.29% |
$43.9K - $63.3K
|
7.15K
$2.33M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19New |
$5.22K - $7.52K
|
19
$6.19K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.24K+ 8.82% |
$1.16M - $1.68M
|
52.3K
$17M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.53K+ 71.56% |
$1.52M - $2.19M
|
13.3K
$4.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 0.57% |
$6.87K - $9.89K
|
4.39K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
22.8K+ 37.29% |
$6.26M - $9.02M
|
83.9K
$27.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
700+ 17.5% |
$192K - $277K
|
4.7K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.68% |
$2.2K - $3.17K
|
1.18K
$384K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 7.14% |
$1.92K - $2.77K
|
105
$34.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.41K+ 10.98% |
$386K - $556K
|
14.2K
$4.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-495- 13.95% |
$136K - $196K
|
3.05K
$995K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
332+ 17.66% |
$91.2K - $131K
|
2.21K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-14K- 36.7% |
$3.85M - $5.55M
|
24.2K
$7.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-263- 2.74% |
$72.2K - $104K
|
9.34K
$3.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
927+ 95.67% |
$255K - $367K
|
1.9K
$618K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-19- 1.6% |
$5.22K - $7.52K
|
1.17K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4+ 0.46% |
$1.1K - $1.58K
|
878
$286K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
3.31K+ 10.19% |
$910K - $1.31M
|
35.8K
$11.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
235+ 0.73% |
$64.5K - $93K
|
32.3K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
917+ 17.89% |
$252K - $363K
|
6.04K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-5- 62.5% |
$1.37K - $1.98K
|
3
$977
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-24- 0.46% |
$6.59K - $9.5K
|
5.18K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 11.36% |
$1.37K - $1.98K
|
39
$12.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6- 10.91% |
$1.65K - $2.37K
|
49
$16K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-42- 19.44% |
$11.5K - $16.6K
|
174
$56.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 1.12% |
$9.06K - $13.1K
|
2.97K
$968K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-25- 2.85% |
$6.87K - $9.89K
|
853
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
146+ 10.57% |
$40.1K - $57.8K
|
1.53K
$498K
|
|