Purchases and Sales Made in Q4 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q4 2024. The information is specifically focused on institutions that hold shares of Elevance Health, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 14.75% |
$36.6K - $51.5K
|
578
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-101- 14.9% |
$37K - $52K
|
577
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101- 2.11% |
$37K - $52K
|
4.69K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102- 27.27% |
$37.3K - $52.5K
|
272
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-104- 11.33% |
$38.1K - $53.5K
|
814
$319K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 9.89% |
$39.2K - $55.1K
|
975
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-109- 31.23% |
$39.9K - $56.1K
|
240
$93.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-111- 2.73% |
$40.6K - $57.1K
|
3.95K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-112- 6.2% |
$41K - $57.6K
|
1.7K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-112- 58.95% |
$41K - $57.6K
|
78
$30.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-113- 61.41% |
$41.4K - $58.2K
|
71
$27.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-116- 12.06% |
$42.5K - $59.7K
|
846
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-116- 31.52% |
$42.5K - $59.7K
|
252
$98.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-116- 6.2% |
$42.5K - $59.7K
|
1.75K
$687K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117- 13.96% |
$42.8K - $60.2K
|
721
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-118- 14.53% |
$43.2K - $60.7K
|
694
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-119- 10.92% |
$43.5K - $61.2K
|
971
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-121- 96.03% |
$44.3K - $62.3K
|
5
$1.96K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-121- 15.76% |
$44.3K - $62.3K
|
647
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-125- 17.34% |
$45.7K - $64.3K
|
596
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-125- 17.05% |
$45.7K - $64.3K
|
608
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-130- 4.34% |
$47.6K - $66.9K
|
2.87K
$1.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-130- 3.4% |
$47.6K - $66.9K
|
3.69K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-131- 8.26% |
$47.9K - $67.4K
|
1.46K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-131- 8.52% |
$47.9K - $67.4K
|
1.41K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-133- 17.32% |
$48.7K - $68.4K
|
635
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-133- 2.16% |
$48.7K - $68.4K
|
6.03K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 84.28% |
$49K - $69K
|
25
$9.79K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-140- 16.39% |
$51.2K - $72K
|
714
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-142- 14.37% |
$52K - $73.1K
|
846
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-144- 9.15% |
$52.7K - $74.1K
|
1.43K
$559K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-144- 2.98% |
$52.7K - $74.1K
|
4.69K
$1.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-146- 24.91% |
$53.4K - $75.1K
|
440
$172K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-148- 10.12% |
$54.2K - $76.2K
|
1.31K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-149- 16.36% |
$54.5K - $76.7K
|
762
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-151- 11.06% |
$55.3K - $77.7K
|
1.21K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-153- 7.8% |
$56K - $78.7K
|
1.81K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-154- 4.36% |
$56.4K - $79.3K
|
3.38K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-156- 5.75% |
$57.1K - $80.3K
|
2.56K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-163- 15.96% |
$59.7K - $83.9K
|
858
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-166- 5.17% |
$60.7K - $85.4K
|
3.04K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-169- 12.08% |
$61.8K - $87K
|
1.23K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-171- 4.18% |
$62.6K - $88K
|
3.92K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-181- 14.48% |
$66.2K - $93.1K
|
1.07K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-184- 3.47% |
$67.3K - $94.7K
|
5.11K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-189- 24.11% |
$69.2K - $97.3K
|
595
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-190- 16.58% |
$69.5K - $97.8K
|
956
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-191- 30.61% |
$69.9K - $98.3K
|
433
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-191- 3.12% |
$69.9K - $98.3K
|
5.93K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-200- 7.84% |
$73.2K - $103K
|
2.35K
$920K
|