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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
192+ 5.95% |
$70.3K - $98.8K
|
3.42K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
188+ 22.38% |
$68.8K - $96.7K
|
1.03K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
186+ 30.44% |
$68.1K - $95.7K
|
797
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180+ 29.32% |
$65.9K - $92.6K
|
794
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
171+ 14.06% |
$62.6K - $88K
|
1.39K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
171+ 15.55% |
$62.6K - $88K
|
1.27K
$497K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
170+ 42.5% |
$62.2K - $87.5K
|
570
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
168+ 21.19% |
$61.5K - $86.5K
|
961
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
166+ 16.9% |
$60.7K - $85.4K
|
1.15K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
164New |
$60K - $84.4K
|
164
$64.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
162New |
$59.3K - $83.4K
|
162
$63.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
160+ 15.43% |
$58.6K - $82.3K
|
1.2K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
158+ 2.05% |
$57.8K - $81.3K
|
7.86K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
157+ 32.3% |
$57.5K - $80.8K
|
643
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
156+ 0.75% |
$57.1K - $80.3K
|
21K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
154+ 9.59% |
$56.4K - $79.3K
|
1.76K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
147+ 6.66% |
$53.8K - $75.6K
|
2.35K
$921K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 9.02% |
$53.4K - $75.1K
|
1.76K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
146+ 19.68% |
$53.4K - $75.1K
|
888
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
145+ 7.16% |
$53.1K - $74.6K
|
2.17K
$849K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
145+ 19.52% |
$53.1K - $74.6K
|
888
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
142+ 26.94% |
$52K - $73.1K
|
669
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
135New |
$49.4K - $69.5K
|
135
$52.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
131+ 0.53% |
$47.9K - $67.4K
|
24.8K
$9.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
122+ 10.36% |
$44.6K - $62.8K
|
1.3K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
122+ 2.22% |
$44.6K - $62.8K
|
5.62K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
119+ 4.59% |
$43.5K - $61.2K
|
2.71K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
117+ 17.23% |
$42.8K - $60.2K
|
796
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 11.48% |
$41.7K - $58.7K
|
1.11K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
111+ 1.74% |
$40.6K - $57.1K
|
6.47K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 20.0% |
$40.6K - $57.1K
|
666
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
108+ 89.26% |
$39.5K - $55.6K
|
229
$89.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
105+ 2.62% |
$38.4K - $54K
|
4.12K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
95+ 4.76% |
$34.8K - $48.9K
|
2.09K
$819K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
93New |
$34K - $47.9K
|
93
$36.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
93+ 2.29% |
$34K - $47.9K
|
4.16K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
92+ 13.12% |
$33.7K - $47.3K
|
793
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
91+ 10.42% |
$33.3K - $46.8K
|
964
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
89+ 5.64% |
$32.6K - $45.8K
|
1.67K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
89+ 1.23% |
$32.6K - $45.8K
|
7.3K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
84+ 13.84% |
$30.7K - $43.2K
|
691
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
84+ 3.1% |
$30.7K - $43.2K
|
2.79K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
78+ 9.14% |
$28.5K - $40.1K
|
931
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
72+ 4.96% |
$26.3K - $37.1K
|
1.52K
$597K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 0.29% |
$25.3K - $35.5K
|
23.9K
$9.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
63+ 2.54% |
$23.1K - $32.4K
|
2.54K
$996K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
60New |
$22K - $30.9K
|
60
$23.5K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58+ 4.38% |
$21.2K - $29.8K
|
1.38K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
56+ 8.33% |
$20.5K - $28.8K
|
728
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
56+ 4.3% |
$20.5K - $28.8K
|
1.36K
$532K
|