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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 9.38% |
$631K - $767K
|
19.8K
$6.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 81.06% |
$843K - $1.02M
|
529
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32New |
$11.9K - $14.5K
|
32
$10.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.05KNew |
$1.51M - $1.83M
|
4.05K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3.3K- 67.82% |
$1.23M - $1.49M
|
1.57K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36.5KNew |
$13.6M - $16.5M
|
36.5K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
825New |
$307K - $373K
|
825
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-2.43K- 40.94% |
$906K - $1.1M
|
3.51K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
374+ 6.38% |
$139K - $169K
|
6.23K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
261+ 1.46% |
$97.2K - $118K
|
18.2K
$5.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-35- 87.5% |
$13K - $15.8K
|
5
$1.63K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21+ 3.02% |
$7.82K - $9.51K
|
716
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-113- 50.0% |
$42.1K - $51.2K
|
113
$36.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
621New |
$231K - $281K
|
621
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
26+ 3.29% |
$9.68K - $11.8K
|
817
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$30.5K - $37.1K
|
82
$26.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-48- 0.33% |
$17.9K - $21.7K
|
14.6K
$4.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
79+ 12.52% |
$29.4K - $35.8K
|
710
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-4- 0.72% |
$1.49K - $1.81K
|
550
$179K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 55.56% |
$1.86K - $2.26K
|
4
$1.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
1.51K+ 9.91% |
$561K - $682K
|
16.7K
$5.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.62K+ 62.39% |
$2.46M - $3M
|
17.2K
$5.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-46K- 99.62% |
$17.1M - $20.8M
|
175
$57K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 40.0% |
$1.49K - $1.81K
|
6
$1.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-1- 0.11% |
$372 - $453
|
904
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-18- 90.0% |
$6.7K - $8.15K
|
2
$652
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-18- 90.0% |
$6.7K - $8.15K
|
2
$652
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.12K- 98.41% |
$416K - $506K
|
18
$5.86K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
75New |
$27.9K - $34K
|
75
$24.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39- 73.58% |
$14.5K - $17.7K
|
14
$4.56K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1+ 0.1% |
$372 - $453
|
1.03K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
609New |
$227K - $276K
|
609
$198K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
148+ 25.87% |
$55.1K - $67K
|
720
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-9- 8.74% |
$3.35K - $4.07K
|
94
$30.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$745 - $905
|
2
$652
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-55- 4.23% |
$20.5K - $24.9K
|
1.25K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 7.02% |
$22K - $26.7K
|
900
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
49+ 7.04% |
$18.2K - $22.2K
|
745
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-389- 24.43% |
$145K - $176K
|
1.2K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
168+ 16.8% |
$62.5K - $76.1K
|
1.17K
$381K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
523+ 67.66% |
$195K - $237K
|
1.3K
$422K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4- 0.64% |
$1.49K - $1.81K
|
618
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-2.39K- 10.0% |
$889K - $1.08M
|
21.5K
$7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-16- 1.2% |
$5.96K - $7.24K
|
1.32K
$429K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.61K+ 540.17% |
$971K - $1.18M
|
3.09K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-280- 33.18% |
$104K - $127K
|
564
$184K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-348- 3.39% |
$130K - $158K
|
9.91K
$3.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-19- 3.41% |
$7.07K - $8.6K
|
538
$175K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-323- 5.12% |
$120K - $146K
|
5.98K
$1.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
80+ 400.0% |
$29.8K - $36.2K
|
100
$32.6K
|
|