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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
275New |
$138K - $155K
|
275
$89.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
62+ 2.05% |
$31K - $34.9K
|
3.08K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
125+ 1.59% |
$62.5K - $70.3K
|
8K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-50- 2.94% |
$25K - $28.1K
|
1.65K
$538K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-173- 50.44% |
$86.5K - $97.3K
|
170
$55.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
97New |
$48.5K - $54.5K
|
97
$31.6K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
613New |
$305K - $336K
|
613
$200K
|
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
2.9KNew |
$1.44M - $1.59M
|
2.9K
$945K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200+ 50.0% |
$99.5K - $110K
|
600
$195K
|
|
|
Oct 31, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$681K - $749K
|
1.37K
$446K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
242+ 5.43% |
$120K - $133K
|
4.7K
$1.53M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
5New |
$2.49K - $2.74K
|
5
$1.63K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
35.2KNew |
$17.5M - $19.3M
|
35.2K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
248+ 26.84% |
$123K - $136K
|
1.17K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 1.1% |
$1.49K - $1.64K
|
269
$87.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
4.63KNew |
$2.3M - $2.54M
|
4.63K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Parsifal Capital Management, LP
Greenwich, CT |
SELL
|
- |
-6.72K- 7.71% |
$3.34M - $3.68M
|
80.4K
$26.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
443New |
$220K - $243K
|
443
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 17.36% |
$10.4K - $11.5K
|
142
$46.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
529New |
$263K - $290K
|
529
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-40- 7.92% |
$19.9K - $21.9K
|
465
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.8K+ 371.88% |
$5.85M - $6.44M
|
14.9K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-9.8K- 15.51% |
$4.88M - $5.37M
|
53.4K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Tpg Gp A, LLC
Fort Worth, TX |
SELL
|
- |
-89.9K- 19.95% |
$44.7M - $49.2M
|
361K
$117M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-75.7K- 43.42% |
$37.6M - $41.4M
|
98.6K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.71K+ 14.69% |
$852K - $938K
|
13.4K
$4.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
12.6K+ 83.01% |
$6.26M - $6.9M
|
27.8K
$9.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
2.6K+ 28.89% |
$1.29M - $1.42M
|
11.6K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
5.5KNew |
$2.74M - $3.01M
|
5.5K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
17+ 3.28% |
$8.46K - $9.31K
|
536
$175K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
8KNew |
$3.98M - $4.38M
|
8K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.24% |
$497 - $548
|
419
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
406New |
$202K - $222K
|
406
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$995 - $1.1K
|
2
$652
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-96- 17.27% |
$47.8K - $52.6K
|
460
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
486New |
$242K - $266K
|
486
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-750- 6.95% |
$373K - $411K
|
10K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-600- 8.89% |
$298K - $329K
|
6.15K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
300New |
$149K - $164K
|
300
$97.7K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9New |
$4.48K - $4.93K
|
9
$2.93K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.57KNew |
$780K - $858K
|
1.57K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-17- 3.1% |
$8.46K - $9.31K
|
532
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-18.6K- 13.45% |
$9.26M - $10.2M
|
120K
$39M
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
114New |
$56.7K - $62.4K
|
114
$37.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
406New |
$202K - $222K
|
406
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-216K- 1.03% |
$107M - $118M
|
20.7M
$6.75B
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-693- 99.71% |
$345K - $380K
|
2
$652
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
371New |
$185K - $203K
|
371
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-11- 2.15% |
$5.47K - $6.03K
|
501
$163K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
243+ 15.08% |
$121K - $133K
|
1.85K
$604K
|
|