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 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3New |
$824 - $1.19K
|
3
$977
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-686- 14.78% |
$188K - $271K
|
3.95K
$1.29M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$275 - $396
|
559
$182K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.03K- 31.27% |
$558K - $803K
|
4.46K
$1.45M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-70- 9.72% |
$19.2K - $27.7K
|
650
$212K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
49+ 4.04% |
$13.5K - $19.4K
|
1.26K
$411K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-131- 15.07% |
$36K - $51.8K
|
738
$240K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.83KNew |
$504K - $726K
|
1.83K
$598K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-123- 8.44% |
$33.8K - $48.7K
|
1.34K
$435K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
186+ 8.03% |
$51.1K - $73.6K
|
2.5K
$816K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-153- 20.68% |
$42K - $60.6K
|
587
$191K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1- 0.13% |
$275 - $396
|
774
$252K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-42- 2.28% |
$11.5K - $16.6K
|
1.8K
$586K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
29+ 1.54% |
$7.97K - $11.5K
|
1.92K
$625K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-906- 21.45% |
$249K - $359K
|
3.32K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-489- 42.67% |
$134K - $194K
|
657
$214K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
287New |
$78.8K - $114K
|
287
$93.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.67K+ 49.52% |
$732K - $1.06M
|
8.05K
$2.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.9KNew |
$522K - $752K
|
1.9K
$619K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.08KNew |
$1.12M - $1.61M
|
4.08K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
83+ 2.95% |
$22.8K - $32.8K
|
2.9K
$945K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.17K+ 107.91% |
$322K - $464K
|
2.26K
$736K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 71.43% |
$13.7K - $19.8K
|
20
$6.52K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$549 - $792
|
2
$652
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-958- 12.98% |
$263K - $379K
|
6.42K
$2.09M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
15K+ 4.89% |
$5.58M - $6.79M
|
322K
$105M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
45K+ 20.85% |
$16.8M - $20.4M
|
261K
$85M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-135K- 18.71% |
$50.2M - $61M
|
585K
$191M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
700+ 1.47% |
$261K - $317K
|
48.3K
$15.7M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
25+ 1.27% |
$9.31K - $11.3K
|
2K
$650K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-293- 11.67% |
$109K - $133K
|
2.22K
$722K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
146+ 38.42% |
$54.4K - $66.1K
|
526
$171K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9.21K- 36.74% |
$3.43M - $4.17M
|
15.9K
$5.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-143- 13.23% |
$53.2K - $64.7K
|
938
$306K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-69- 11.0% |
$25.7K - $31.2K
|
558
$182K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
40+ 4.83% |
$14.9K - $18.1K
|
869
$283K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122+ 20.78% |
$45.4K - $55.2K
|
709
$231K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-352- 96.17% |
$131K - $159K
|
14
$4.56K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
618New |
$230K - $280K
|
618
$201K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.89K- 31.66% |
$702K - $854K
|
4.07K
$1.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 4.92% |
$11.2K - $13.6K
|
580
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
4.68KNew |
$1.74M - $2.12M
|
4.68K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
43.4K+ 83.77% |
$16.2M - $19.7M
|
95.3K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
3.9KNew |
$1.45M - $1.77M
|
3.9K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-9- 1.22% |
$3.35K - $4.07K
|
730
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
D1 Capital Partners L.P.
New York, NY |
SELL
|
- |
-252K- 43.57% |
$93.8M - $114M
|
326K
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
31+ 2.44% |
$11.5K - $14K
|
1.3K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 672.2% |
$1.3M - $1.58M
|
4K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.1KNew |
$782K - $951K
|
2.1K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.3KNew |
$3.85M - $4.68M
|
10.3K
$3.37M
|
|