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 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.68K+ 171.59% |
$1.37M - $1.67M
|
5.83K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
17.6KNew |
$6.55M - $7.96M
|
17.6K
$5.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.07KNew |
$400K - $486K
|
1.07K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-954- 40.22% |
$355K - $432K
|
1.42K
$462K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.08K- 51.04% |
$402K - $489K
|
1.04K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
887New |
$330K - $402K
|
887
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
96+ 12.6% |
$35.7K - $43.5K
|
858
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
86+ 8.94% |
$32K - $38.9K
|
1.05K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 2.71% |
$7.82K - $9.51K
|
797
$260K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 5.52% |
$3.35K - $4.07K
|
172
$56K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 71.43% |
$1.86K - $2.26K
|
2
$652
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-106- 11.11% |
$39.5K - $48K
|
848
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
604New |
$225K - $273K
|
604
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-200- 27.97% |
$74.5K - $90.5K
|
515
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 2.0% |
$372 - $453
|
51
$16.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
416+ 49.06% |
$155K - $188K
|
1.26K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-312- 21.96% |
$116K - $141K
|
1.11K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28- 5.03% |
$10.4K - $12.7K
|
529
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-21.8K- 13.4% |
$8.11M - $9.86M
|
141K
$45.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
190+ 32.15% |
$70.7K - $86K
|
781
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.95K- 79.39% |
$1.1M - $1.33M
|
765
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$4.84K - $5.88K
|
13
$4.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$372 - $453
|
1
$326
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
457+ 84.32% |
$170K - $207K
|
999
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
60+ 8.76% |
$22.3K - $27.2K
|
745
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
15New |
$5.58K - $6.79K
|
15
$4.89K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-304- 13.64% |
$113K - $138K
|
1.92K
$627K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-115- 4.94% |
$42.8K - $52.1K
|
2.21K
$721K
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
36.8KNew |
$13.7M - $16.7M
|
36.8K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$745 - $905
|
2
$652
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-49- 8.48% |
$18.2K - $22.2K
|
529
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
307+ 579.25% |
$114K - $139K
|
360
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-938- 9.84% |
$349K - $425K
|
8.6K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
77.7KNew |
$28.9M - $35.2M
|
77.7K
$25.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 63.29% |
$18.6K - $22.6K
|
29
$9.45K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$27.9K - $34K
|
5.47K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 29.63% |
$2.98K - $3.62K
|
35
$11.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-90- 1.18% |
$33.5K - $40.7K
|
7.53K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21- 1.55% |
$7.82K - $9.51K
|
1.33K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
115+ 3.12% |
$42.8K - $52.1K
|
3.8K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-71- 1.98% |
$26.4K - $32.1K
|
3.51K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 1.69% |
$23.8K - $29K
|
3.84K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
535New |
$199K - $242K
|
535
$174K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
301New |
$112K - $136K
|
301
$98.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-182- 31.82% |
$67.8K - $82.4K
|
390
$127K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2- 0.26% |
$745 - $905
|
773
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 0.28% |
$372 - $453
|
360
$117K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4New |
$1.49K - $1.81K
|
4
$1.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-6K- 48.0% |
$2.23M - $2.72M
|
6.5K
$2.12M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1- 0.16% |
$372 - $453
|
639
$208K
|
|