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 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
513New |
$141K - $203K
|
513
$167K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-225- 5.68% |
$61.8K - $89K
|
3.73K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
310New |
$85.1K - $123K
|
310
$101K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
59+ 3.07% |
$16.2K - $23.3K
|
1.98K
$646K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-151- 10.11% |
$41.5K - $59.8K
|
1.34K
$437K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 3.21% |
$7.42K - $10.7K
|
815
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-274- 18.96% |
$75.3K - $108K
|
1.17K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
64KNew |
$17.6M - $25.3M
|
64K
$20.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-70- 20.53% |
$19.2K - $27.7K
|
271
$88.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
BUY
|
- |
3.86K+ 1.46% |
$1.06M - $1.53M
|
267K
$87.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.84% |
$6.59K - $9.5K
|
2.83K
$922K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-6.76K- 17.0% |
$1.86M - $2.68M
|
33K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-43- 63.24% |
$11.8K - $17K
|
25
$8.15K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
161+ 0.74% |
$44.2K - $63.7K
|
22.1K
$7.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
284+ 4.83% |
$78K - $112K
|
6.17K
$2.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-87- 4.79% |
$23.9K - $34.4K
|
1.73K
$563K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-238- 77.02% |
$65.4K - $94.2K
|
71
$23.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-51- 1.86% |
$14K - $20.2K
|
2.7K
$879K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.49K+ 9.88% |
$410K - $591K
|
16.6K
$5.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 1.06% |
$14.6K - $21K
|
4.96K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
4.5KNew |
$1.24M - $1.78M
|
4.5K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-154- 17.17% |
$42.3K - $60.9K
|
743
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
108+ 1.81% |
$29.7K - $42.7K
|
6.07K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.11K+ 20.21% |
$853K - $1.23M
|
18.5K
$6.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-453- 7.34% |
$124K - $179K
|
5.72K
$1.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-315- 16.96% |
$86.5K - $125K
|
1.54K
$502K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
45+ 21.84% |
$12.4K - $17.8K
|
251
$81.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-18- 2.21% |
$4.94K - $7.12K
|
796
$259K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-144- 12.97% |
$39.6K - $57K
|
966
$315K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.02K+ 18.26% |
$279K - $402K
|
6.57K
$2.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
255+ 7.45% |
$70K - $101K
|
3.68K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
20+ 1.25% |
$5.49K - $7.92K
|
1.62K
$527K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
41+ 4.4% |
$11.3K - $16.2K
|
972
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-661- 10.2% |
$182K - $262K
|
5.82K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
2.3KNew |
$632K - $910K
|
2.3K
$749K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
379+ 66.73% |
$104K - $150K
|
947
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-44.3K- 12.6% |
$12.2M - $17.5M
|
307K
$100M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6- 3.41% |
$1.65K - $2.37K
|
170
$55.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
79+ 10.01% |
$21.7K - $31.3K
|
868
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-75- 4.65% |
$20.6K - $29.7K
|
1.54K
$501K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
47.2KNew |
$13M - $18.7M
|
47.2K
$15.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-741- 2.7% |
$204K - $293K
|
26.7K
$8.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.26K- 80.19% |
$2.27M - $3.27M
|
2.04K
$665K
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
5.27K+ 34.41% |
$1.45M - $2.09M
|
20.6K
$6.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 2.38% |
$1.1K - $1.58K
|
164
$53.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-65- 1.66% |
$17.9K - $25.7K
|
3.86K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-29.1K- 23.48% |
$8M - $11.5M
|
95K
$30.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-22- 1.86% |
$6.04K - $8.71K
|
1.16K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.71K+ 35.32% |
$1.84M - $2.66M
|
25.7K
$8.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 10.94% |
$1.92K - $2.77K
|
57
$18.6K
|
|