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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1New |
$366 - $436
|
1
$326
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
167KNew |
$61.2M - $73M
|
167K
$54.5M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.28KNew |
$1.93M - $2.3M
|
5.28K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-462K- 99.75% |
$169M - $201M
|
1.18K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-181- 16.02% |
$66.2K - $79K
|
949
$309K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-150- 5.71% |
$54.9K - $65.4K
|
2.48K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-76- 12.65% |
$27.8K - $33.2K
|
525
$171K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.06K- 98.33% |
$754K - $899K
|
35
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.12KNew |
$1.14M - $1.36M
|
3.12K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-710Closed |
$260K - $310K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-5.23K- 98.0% |
$1.91M - $2.28M
|
107
$34.9K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-82- 78.1% |
$30K - $35.8K
|
23
$7.49K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
294+ 46.52% |
$108K - $128K
|
926
$302K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-11.7K- 24.48% |
$4.28M - $5.1M
|
36.1K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
150New |
$54.9K - $65.4K
|
150
$48.9K
|
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.59K- 67.74% |
$1.68M - $2M
|
2.19K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-52.5K- 79.55% |
$19.2M - $22.9M
|
13.5K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-110- 12.05% |
$40.2K - $48K
|
803
$262K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
22.8KNew |
$8.34M - $9.95M
|
22.8K
$7.43M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
504New |
$184K - $220K
|
504
$164K
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
9.34K+ 8.09% |
$3.42M - $4.08M
|
125K
$40.7M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
207+ 26.07% |
$75.7K - $90.3K
|
1K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-10- 1.28% |
$3.66K - $4.36K
|
770
$251K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
488New |
$179K - $213K
|
488
$159K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
660New |
$241K - $288K
|
660
$215K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
207+ 26.07% |
$75.7K - $90.3K
|
1K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.85KNew |
$1.04M - $1.24M
|
2.85K
$929K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
300New |
$110K - $131K
|
300
$97.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
CALL |
10.6K+ 365.52% |
$3.88M - $4.62M
|
13.5K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
663New |
$243K - $289K
|
663
$216K
|
|
|
May 12, 2025
Q1 2025
|
Locust Wood Capital Advisers, LLC
|
SELL
|
CALL |
-25.5K- 24.57% |
$9.33M - $11.1M
|
78.3K
$25.5M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.88K- 85.07% |
$1.79M - $2.13M
|
856
$279K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
534New |
$195K - $233K
|
534
$174K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-100- 5.09% |
$36.6K - $43.6K
|
1.87K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.41K- 15.52% |
$1.25M - $1.49M
|
18.6K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
17.7K+ 101.49% |
$6.47M - $7.71M
|
35.1K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.31K- 32.72% |
$1.58M - $1.88M
|
8.87K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-20- 0.62% |
$7.32K - $8.73K
|
3.18K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-162- 17.8% |
$59.3K - $70.7K
|
748
$244K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
16New |
$5.85K - $6.98K
|
16
$5.21K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4New |
$1.46K - $1.75K
|
4
$1.3K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
587New |
$215K - $256K
|
587
$191K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
714New |
$261K - $311K
|
714
$233K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.19K+ 40.08% |
$1.53M - $1.83M
|
14.6K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
567New |
$207K - $247K
|
567
$185K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
29New |
$10.6K - $12.7K
|
29
$9.45K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-46.8K- 72.01% |
$17.1M - $20.4M
|
18.2K
$5.93M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-448- 43.2% |
$164K - $195K
|
589
$192K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
469New |
$172K - $205K
|
469
$153K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.93KNew |
$707K - $842K
|
1.93K
$629K
|
|