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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
61+ 10.39% |
$18.5K - $22.1K
|
648
$211K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
59+ 34.3% |
$17.9K - $21.4K
|
231
$75.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59+ 120.41% |
$17.9K - $21.4K
|
108
$35.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
54+ 7.32% |
$16.4K - $19.6K
|
792
$258K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
48+ 5.95% |
$14.6K - $17.4K
|
855
$279K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
46+ 2.75% |
$14K - $16.7K
|
1.72K
$560K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
45+ 3.81% |
$13.7K - $16.3K
|
1.23K
$399K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
43+ 6.85% |
$13.1K - $15.6K
|
671
$219K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
41+ 2.14% |
$12.5K - $14.9K
|
1.96K
$638K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
41+ 4.81% |
$12.5K - $14.9K
|
894
$291K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39+ 5.35% |
$11.8K - $14.1K
|
768
$250K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 1.08% |
$11.5K - $13.8K
|
3.55K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 2.74% |
$11.2K - $13.4K
|
1.39K
$453K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
34+ 1.74% |
$10.3K - $12.3K
|
1.99K
$648K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32+ 6.1% |
$9.72K - $11.6K
|
557
$181K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
30New |
$9.11K - $10.9K
|
30
$9.77K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$9.11K - $10.9K
|
30
$9.77K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 2.16% |
$8.81K - $10.5K
|
1.37K
$447K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
29+ 2.95% |
$8.81K - $10.5K
|
1.01K
$329K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
28New |
$8.51K - $10.1K
|
28
$9.12K
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
26+ 3.0% |
$7.9K - $9.42K
|
894
$291K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
23+ 0.15% |
$6.99K - $8.33K
|
14.9K
$4.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14+ 10.22% |
$4.25K - $5.07K
|
151
$49.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
12+ 1.87% |
$3.65K - $4.35K
|
654
$213K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
11+ 52.38% |
$3.34K - $3.99K
|
32
$10.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.48% |
$2.43K - $2.9K
|
1.66K
$540K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 11.27% |
$2.43K - $2.9K
|
79
$25.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 58.33% |
$2.13K - $2.54K
|
19
$6.19K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.55% |
$1.82K - $2.17K
|
1.1K
$357K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4+ 0.43% |
$1.22K - $1.45K
|
930
$303K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
4+ 0.55% |
$1.22K - $1.45K
|
737
$240K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3New |
$911 - $1.09K
|
3
$977
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 9.09% |
$608 - $725
|
24
$7.82K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.05% |
$608 - $725
|
3.74K
$1.22M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 5.56% |
$608 - $725
|
38
$12.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.61% |
$304 - $362
|
165
$53.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.47% |
$304 - $362
|
212
$69.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.22% |
$304 - $362
|
448
$146K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
1.23M+ 36.59% |
$337M - $485M
|
4.58M
$1.49B
|
|
|
Nov 14, 2025
Q3 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
902K+ 39.43% |
$248M - $357M
|
3.19M
$1.04B
|
|
|
Nov 12, 2025
Q3 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
798K+ 24.95% |
$219M - $316M
|
4M
$1.3B
|
|
|
Nov 14, 2025
Q3 2025
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
724K+ 65.28% |
$199M - $287M
|
1.83M
$598M
|
|
|
Nov 13, 2025
Q3 2025
|
Seth Klarman
Baupost Group LLC | Boston, Ma
|
BUY
|
- |
703K+ 114.12% |
$193M - $278M
|
1.32M
$430M
|
|
|
Nov 14, 2025
Q3 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
627K+ 44.21% |
$172M - $248M
|
2.05M
$666M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
569K+ 60.37% |
$156M - $225M
|
1.51M
$493M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
548K+ 216.31% |
$150M - $217M
|
801K
$261M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
484K+ 22.92% |
$133M - $192M
|
2.6M
$846M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
483K+ 23.69% |
$133M - $191M
|
2.52M
$822M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
423KNew |
$116M - $168M
|
423K
$138M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
413K+ 18.93% |
$113M - $164M
|
2.6M
$846M
|
|