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 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-69- 3.73% |
$25.3K - $35.5K
|
1.78K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-70- 10.0% |
$25.6K - $36K
|
630
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-71- 6.07% |
$26K - $36.5K
|
1.1K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-72- 4.53% |
$26.3K - $37.1K
|
1.52K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-72- 3.58% |
$26.3K - $37.1K
|
1.94K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-74- 1.08% |
$27.1K - $38.1K
|
6.75K
$2.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-75- 8.68% |
$27.4K - $38.6K
|
789
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-75- 7.29% |
$27.4K - $38.6K
|
954
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-79- 9.34% |
$28.9K - $40.7K
|
767
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-81- 1.28% |
$29.6K - $41.7K
|
6.24K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-87- 1.37% |
$31.8K - $44.8K
|
6.25K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 4.12% |
$32.2K - $45.3K
|
2.05K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-88- 0.82% |
$32.2K - $45.3K
|
10.6K
$4.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-89- 18.16% |
$32.6K - $45.8K
|
401
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-89- 3.79% |
$32.6K - $45.8K
|
2.26K
$880K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-91- 4.02% |
$33.3K - $46.8K
|
2.17K
$846K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-92- 3.75% |
$33.7K - $47.3K
|
2.36K
$919K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-94- 6.68% |
$34.4K - $48.4K
|
1.31K
$511K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-95- 2.72% |
$34.8K - $48.9K
|
3.4K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-97- 10.0% |
$35.5K - $49.9K
|
873
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 32.55% |
$35.5K - $49.9K
|
201
$78.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 11.67% |
$35.9K - $50.4K
|
742
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 14.75% |
$36.6K - $51.5K
|
578
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101- 2.11% |
$37K - $52K
|
4.69K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-101- 14.9% |
$37K - $52K
|
577
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-101- 14.11% |
$37K - $52K
|
615
$239K
|
|
|
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
$317K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 9.89% |
$39.2K - $55.1K
|
975
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-109- 31.23% |
$39.9K - $56.1K
|
240
$93.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-111- 2.73% |
$40.6K - $57.1K
|
3.95K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-112- 58.95% |
$41K - $57.6K
|
78
$30.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-112- 6.2% |
$41K - $57.6K
|
1.7K
$660K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-113- 61.41% |
$41.4K - $58.2K
|
71
$27.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-113- 9.66% |
$41.4K - $58.2K
|
1.06K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-115- 1.83% |
$42.1K - $59.2K
|
6.15K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-116- 12.06% |
$42.5K - $59.7K
|
846
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-116- 31.52% |
$42.5K - $59.7K
|
252
$98.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-116- 6.2% |
$42.5K - $59.7K
|
1.75K
$683K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117- 13.96% |
$42.8K - $60.2K
|
721
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-117- 1.68% |
$42.8K - $60.2K
|
6.84K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-117- 13.3% |
$42.8K - $60.2K
|
763
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-118- 14.53% |
$43.2K - $60.7K
|
694
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-118- 92.19% |
$43.2K - $60.7K
|
10
$3.89K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-119- 10.92% |
$43.5K - $61.2K
|
971
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-121- 15.76% |
$44.3K - $62.3K
|
647
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-121- 96.03% |
$44.3K - $62.3K
|
5
$1.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-124- 42.91% |
$45.4K - $63.8K
|
165
$64.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-125- 17.34% |
$45.7K - $64.3K
|
596
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-125- 17.05% |
$45.7K - $64.3K
|
608
$237K
|