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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
80+ 400.0% |
$29.8K - $36.2K
|
100
$32.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$1.12K - $1.36K
|
3
$977
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13+ 118.18% |
$4.84K - $5.88K
|
24
$7.82K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-178- 70.36% |
$66.3K - $80.6K
|
75
$24.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1New |
$372 - $453
|
1
$326
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
818+ 114.57% |
$305K - $370K
|
1.53K
$499K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
412+ 10.75% |
$153K - $187K
|
4.24K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
98+ 16.47% |
$36.5K - $44.4K
|
693
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-12.7K- 3.57% |
$4.73M - $5.75M
|
343K
$112M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$372 - $453
|
1
$326
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
35New |
$13K - $15.8K
|
35
$11.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8New |
$2.98K - $3.62K
|
8
$2.61K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
221+ 15.5% |
$82.3K - $100K
|
1.65K
$537K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
678New |
$252K - $307K
|
678
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-44- 7.77% |
$16.4K - $19.9K
|
522
$170K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
26+ 1.05% |
$9.68K - $11.8K
|
2.5K
$814K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-186- 7.08% |
$69.2K - $84.2K
|
2.44K
$795K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
602+ 5.06% |
$224K - $273K
|
12.5K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.38KNew |
$514K - $625K
|
1.38K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
276New |
$103K - $125K
|
276
$89.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-820- 83.33% |
$305K - $371K
|
164
$53.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
800New |
$298K - $362K
|
800
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100KNew |
$37.3M - $45.3M
|
100K
$32.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
40.4KNew |
$15M - $18.3M
|
40.4K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-206K- 99.75% |
$76.7M - $93.3M
|
516
$168K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-8- 0.95% |
$2.98K - $3.62K
|
830
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 12.0% |
$1.12K - $1.36K
|
22
$7.17K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
51+ 510.0% |
$19K - $23.1K
|
61
$19.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-215- 4.23% |
$80K - $97.3K
|
4.87K
$1.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
70+ 11.48% |
$26.1K - $31.7K
|
680
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$372 - $453
|
775
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.05K- 71.69% |
$1.14M - $1.38M
|
1.21K
$393K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
604New |
$225K - $273K
|
604
$197K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.11K- 60.4% |
$1.16M - $1.41M
|
2.04K
$663K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-29- 0.97% |
$10.8K - $13.1K
|
2.96K
$964K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16- 2.59% |
$5.96K - $7.24K
|
601
$196K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$11.5K - $14K
|
31
$10.1K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-67- 9.15% |
$24.9K - $30.3K
|
665
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-28- 2.07% |
$10.4K - $12.7K
|
1.33K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
110New |
$40.9K - $49.8K
|
110
$35.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.17% |
$372 - $453
|
591
$193K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-185- 11.94% |
$68.9K - $83.7K
|
1.37K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.3K+ 4.01% |
$1.23M - $1.49M
|
85.7K
$27.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 16.13% |
$1.86K - $2.26K
|
26
$8.47K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
560New |
$208K - $254K
|
560
$182K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
50+ 1.96% |
$18.6K - $22.6K
|
2.6K
$848K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
55+ 6.94% |
$20.5K - $24.9K
|
847
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.57K- 22.49% |
$1.7M - $2.07M
|
15.7K
$5.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61- 8.7% |
$22.7K - $27.6K
|
640
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
380New |
$141K - $172K
|
380
$124K
|
|