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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
40.7KNew |
$14.9M - $20.9M
|
40.7K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.25K- 57.8% |
$459K - $645K
|
915
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-650- 40.7% |
$238K - $335K
|
947
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
80New |
$29.3K - $41.2K
|
80
$26.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
8.25KNew |
$3.02M - $4.24M
|
8.25K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
530+ 9.75% |
$194K - $273K
|
5.97K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-574- 48.44% |
$210K - $295K
|
611
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$110K - $154K
|
300
$97.7K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-26.1K- 90.23% |
$9.56M - $13.4M
|
2.83K
$921K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-63- 39.62% |
$23.1K - $32.4K
|
96
$31.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
23New |
$8.42K - $11.8K
|
23
$7.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-22K- 40.08% |
$8.06M - $11.3M
|
32.9K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
62.1KNew |
$22.7M - $31.9M
|
62.1K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
11.8K+ 114.86% |
$4.32M - $6.08M
|
22.1K
$7.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
30New |
$11K - $15.4K
|
30
$9.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
756New |
$277K - $389K
|
756
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
543+ 70.34% |
$199K - $279K
|
1.32K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 2.47% |
$5.49K - $7.72K
|
622
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
2KNew |
$732K - $1.03M
|
2K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.6KNew |
$951K - $1.34M
|
2.6K
$847K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-799- 10.99% |
$292K - $411K
|
6.47K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.6KNew |
$951K - $1.34M
|
2.6K
$847K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
501New |
$183K - $258K
|
501
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
91+ 10.42% |
$33.3K - $46.8K
|
964
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$1.1K - $1.54K
|
3
$977
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1- 0.11% |
$366 - $515
|
907
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
42New |
$15.4K - $21.6K
|
42
$13.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 27.27% |
$2.2K - $3.09K
|
16
$5.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
49New |
$17.9K - $25.2K
|
49
$16K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.34K- 89.95% |
$491K - $691K
|
150
$48.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$110K - $154K
|
300
$97.7K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-15- 0.56% |
$5.49K - $7.72K
|
2.66K
$867K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-33- 4.75% |
$12.1K - $17K
|
662
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-449- 14.16% |
$164K - $231K
|
2.72K
$887K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1KNew |
$769K - $1.08M
|
2.1K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
11K+ 478.74% |
$4.02M - $5.65M
|
13.3K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-12.4K- 44.13% |
$4.54M - $6.38M
|
15.7K
$5.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19New |
$6.95K - $9.78K
|
19
$6.19K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.7KNew |
$989K - $1.39M
|
2.7K
$880K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-45- 90.0% |
$16.5K - $23.2K
|
5
$1.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 1.2% |
$7.32K - $10.3K
|
1.65K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-112- 58.95% |
$41K - $57.6K
|
78
$25.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-850- 55.7% |
$311K - $437K
|
676
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
241New |
$88.2K - $124K
|
241
$78.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-125- 17.05% |
$45.7K - $64.3K
|
608
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
135New |
$49.4K - $69.5K
|
135
$44K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 88.89% |
$5.86K - $8.23K
|
2
$652
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-6- 0.6% |
$2.2K - $3.09K
|
1K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
40New |
$14.6K - $20.6K
|
40
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-34- 5.21% |
$12.4K - $17.5K
|
619
$202K
|
|