Latest Institutional Purchases of Elevance Health, Inc. (ELV)
This list provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
615New |
$229K - $278K
|
615
$200K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
609New |
$227K - $276K
|
609
$198K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
604New |
$225K - $273K
|
604
$197K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
604New |
$225K - $273K
|
604
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
602+ 5.06% |
$224K - $273K
|
12.5K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
598New |
$223K - $271K
|
598
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
578New |
$215K - $262K
|
578
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
555New |
$207K - $251K
|
555
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
543New |
$202K - $246K
|
543
$177K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
535New |
$199K - $242K
|
535
$174K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
526New |
$196K - $238K
|
526
$171K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
523+ 67.66% |
$195K - $237K
|
1.3K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
517New |
$192K - $234K
|
517
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
517New |
$192K - $234K
|
517
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
475+ 1.7% |
$177K - $215K
|
28.5K
$9.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
457+ 84.32% |
$170K - $207K
|
999
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
440New |
$164K - $199K
|
440
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
416+ 49.06% |
$155K - $188K
|
1.26K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
412+ 10.75% |
$153K - $187K
|
4.24K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
411+ 134.75% |
$153K - $186K
|
716
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
408+ 29.02% |
$152K - $185K
|
1.81K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
380New |
$141K - $172K
|
380
$124K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
374+ 6.38% |
$139K - $169K
|
6.23K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
307+ 579.25% |
$114K - $139K
|
360
$117K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
301New |
$112K - $136K
|
301
$98.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
276New |
$103K - $125K
|
276
$89.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
261+ 1.46% |
$97.2K - $118K
|
18.2K
$5.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
221+ 15.5% |
$82.3K - $100K
|
1.65K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
198+ 37.79% |
$73.7K - $89.6K
|
722
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
190+ 32.15% |
$70.7K - $86K
|
781
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
182+ 27.29% |
$67.8K - $82.4K
|
849
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
168+ 16.8% |
$62.5K - $76.1K
|
1.17K
$381K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
156New |
$58.1K - $70.6K
|
156
$50.8K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
146+ 38.42% |
$54.4K - $66.1K
|
526
$171K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122+ 20.78% |
$45.4K - $55.2K
|
709
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
116+ 21.25% |
$43.2K - $52.5K
|
662
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
100+ 8.33% |
$37.2K - $45.3K
|
1.3K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
98+ 16.47% |
$36.5K - $44.4K
|
693
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
96+ 12.6% |
$35.7K - $43.5K
|
858
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
95+ 9.06% |
$35.4K - $43K
|
1.14K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
90+ 2.32% |
$33.5K - $40.7K
|
3.96K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
87+ 16.26% |
$32.4K - $39.4K
|
622
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
86+ 8.94% |
$32K - $38.9K
|
1.05K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
82New |
$30.5K - $37.1K
|
82
$26.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
80+ 400.0% |
$29.8K - $36.2K
|
100
$32.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
79+ 12.52% |
$29.4K - $35.8K
|
710
$231K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
75New |
$27.9K - $34K
|
75
$24.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
70+ 11.48% |
$26.1K - $31.7K
|
680
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
65+ 8.15% |
$24.2K - $29.4K
|
863
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
64+ 1.69% |
$23.8K - $29K
|
3.84K
$1.25M
|
|