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 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-49- 4.19% |
$17.9K - $25.2K
|
1.12K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.29% |
$18.3K - $25.7K
|
1.47K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50- 6.59% |
$18.3K - $25.7K
|
709
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-52- 7.84% |
$19K - $26.8K
|
611
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-52- 54.74% |
$19K - $26.8K
|
43
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-53- 2.68% |
$19.4K - $27.3K
|
1.92K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-55- 7.23% |
$20.1K - $28.3K
|
706
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-56- 0.07% |
$20.5K - $28.8K
|
74.9K
$29.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-57- 2.33% |
$20.9K - $29.3K
|
2.39K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57- 7.55% |
$20.9K - $29.3K
|
698
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-58- 6.12% |
$21.2K - $29.8K
|
889
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-58- 1.97% |
$21.2K - $29.8K
|
2.89K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-58- 3.58% |
$21.2K - $29.8K
|
1.56K
$612K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-60- 3.07% |
$22K - $30.9K
|
1.89K
$741K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-62- 3.71% |
$22.7K - $31.9K
|
1.61K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-63- 39.62% |
$23.1K - $32.4K
|
96
$37.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-63- 4.0% |
$23.1K - $32.4K
|
1.51K
$592K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-64- 2.92% |
$23.4K - $32.9K
|
2.13K
$834K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-65- 18.68% |
$23.8K - $33.5K
|
283
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-67- 6.7% |
$24.5K - $34.5K
|
933
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-69- 73.4% |
$25.3K - $35.5K
|
25
$9.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-69- 3.73% |
$25.3K - $35.5K
|
1.78K
$697K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-70- 10.0% |
$25.6K - $36K
|
630
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-71- 6.07% |
$26K - $36.5K
|
1.1K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-72- 4.53% |
$26.3K - $37.1K
|
1.52K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-72- 3.58% |
$26.3K - $37.1K
|
1.94K
$758K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-75- 8.68% |
$27.4K - $38.6K
|
789
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-75- 7.29% |
$27.4K - $38.6K
|
954
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-79- 9.34% |
$28.9K - $40.7K
|
767
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-81- 1.28% |
$29.6K - $41.7K
|
6.24K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-87- 1.37% |
$31.8K - $44.8K
|
6.25K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 4.12% |
$32.2K - $45.3K
|
2.05K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-89- 18.16% |
$32.6K - $45.8K
|
401
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-91- 4.02% |
$33.3K - $46.8K
|
2.17K
$850K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-94- 6.68% |
$34.4K - $48.4K
|
1.31K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-95- 2.72% |
$34.8K - $48.9K
|
3.4K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-97- 10.0% |
$35.5K - $49.9K
|
873
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 32.55% |
$35.5K - $49.9K
|
201
$78.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 11.67% |
$35.9K - $50.4K
|
742
$290K
|
|
|
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
$318K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 9.89% |
$39.2K - $55.1K
|
975
$381K
|
|
|
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
$1.54M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-113- 9.66% |
$41.4K - $58.2K
|
1.06K
$414K
|