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
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
52+ 2.46% |
$19K - $26.8K
|
2.16K
$847K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
51+ 7.24% |
$18.7K - $26.2K
|
755
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
49New |
$17.9K - $25.2K
|
49
$19.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
44+ 1.9% |
$16.1K - $22.6K
|
2.36K
$922K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
43+ 477.78% |
$15.7K - $22.1K
|
52
$20.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
42New |
$15.4K - $21.6K
|
42
$16.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42+ 6.83% |
$15.4K - $21.6K
|
657
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
41+ 9.15% |
$15K - $21.1K
|
489
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
40New |
$14.6K - $20.6K
|
40
$15.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
35+ 3.41% |
$12.8K - $18K
|
1.06K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
33+ 2.35% |
$12.1K - $17K
|
1.44K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
32+ 0.5% |
$11.7K - $16.5K
|
6.38K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.06% |
$11K - $15.4K
|
1.49K
$582K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 1.47% |
$10.6K - $14.9K
|
2K
$781K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
27+ 6.63% |
$9.88K - $13.9K
|
434
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 3.16% |
$9.88K - $13.9K
|
882
$345K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
25+ 4.22% |
$9.15K - $12.9K
|
618
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 1.9% |
$9.15K - $12.9K
|
1.34K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24New |
$8.78K - $12.4K
|
24
$9.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 1.9% |
$8.05K - $11.3K
|
1.18K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 1.84% |
$7.32K - $10.3K
|
1.11K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
19New |
$6.95K - $9.78K
|
19
$7.44K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19New |
$6.95K - $9.78K
|
19
$7.44K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18+ 0.89% |
$6.59K - $9.26K
|
2.03K
$795K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
16+ 24.24% |
$5.86K - $8.23K
|
82
$32.1K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
15New |
$5.49K - $7.72K
|
15
$5.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.33% |
$5.49K - $7.72K
|
4.6K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.48% |
$5.49K - $7.72K
|
620
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 8.47% |
$5.49K - $7.72K
|
192
$75.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14New |
$5.12K - $7.2K
|
14
$5.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13+ 325.0% |
$4.76K - $6.69K
|
17
$6.65K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.44% |
$4.39K - $6.18K
|
2.75K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
11+ 220.0% |
$4.03K - $5.66K
|
16
$6.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$3.66K - $5.15K
|
19.9K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
8+ 0.33% |
$2.93K - $4.12K
|
2.42K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
8+ 0.8% |
$2.93K - $4.12K
|
1.01K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.42% |
$2.56K - $3.6K
|
1.68K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7New |
$2.56K - $3.6K
|
7
$2.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
6New |
$2.2K - $3.09K
|
6
$2.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5+ 0.82% |
$1.83K - $2.57K
|
613
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 100.0% |
$1.83K - $2.57K
|
10
$3.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5+ 0.43% |
$1.83K - $2.57K
|
1.17K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.32% |
$1.83K - $2.57K
|
1.56K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.83K - $2.57K
|
5
$1.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5+ 4.0% |
$1.83K - $2.57K
|
130
$50.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5+ 1.31% |
$1.83K - $2.57K
|
388
$152K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4+ 0.56% |
$1.46K - $2.06K
|
724
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.3% |
$1.46K - $2.06K
|
1.34K
$523K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.17% |
$1.46K - $2.06K
|
2.33K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4+ 0.56% |
$1.46K - $2.06K
|
720
$282K
|