Latest Institutional Transactions on Elevance Health, Inc. (ELV)
This table provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-27- 0.2% |
$13.5K - $15.2K
|
13.2K
$5.32M
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-56- 3.58% |
$28K - $31.5K
|
1.51K
$606K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
180+ 1.97% |
$90K - $101K
|
9.33K
$3.74M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.38K+ 24.95% |
$4.19M - $4.71M
|
42K
$16.8M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
52+ 0.14% |
$26K - $29.2K
|
37.5K
$15.1M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.88K- 23.22% |
$940K - $1.06M
|
6.22K
$2.5M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-40- 4.29% |
$20K - $22.5K
|
892
$358K
|
|
Nov 06, 2024
Q3 2024
|
Focused Investors LLC
|
BUY
|
- |
33.5K+ 7.16% |
$16.8M - $18.8M
|
502K
$201M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.73K- 5.41% |
$863K - $971K
|
30.2K
$12.1M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 58.33% |
$3.5K - $3.94K
|
5
$2.01K
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
435+ 21.26% |
$218K - $245K
|
2.48K
$996K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.01K- 62.35% |
$1M - $1.13M
|
1.21K
$487K
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1- 0.16% |
$500 - $562
|
622
$250K
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
21.7K+ 26.31% |
$10.9M - $12.2M
|
104K
$41.8M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-17- 3.39% |
$8.5K - $9.56K
|
485
$195K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 1.2% |
$7.5K - $8.43K
|
1.26K
$506K
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.42K+ 36.04% |
$709K - $797K
|
5.35K
$2.15M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.5K+ 8.17% |
$7.25M - $8.15M
|
192K
$77.1M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 3.85% |
$10.7M - $12M
|
576K
$231M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
210+ 11.65% |
$105K - $118K
|
2.01K
$808K
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
49.8K+ 6.17% |
$24.9M - $28M
|
857K
$344M
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-94.7K- 3.31% |
$47.4M - $53.3M
|
2.77M
$1.11B
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
100+ 13.57% |
$50K - $56.2K
|
837
$336K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
996New |
$498K - $560K
|
996
$400K
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.01KNew |
$503K - $566K
|
1.01K
$404K
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-106K- 7.92% |
$53M - $59.6M
|
1.23M
$495M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3- 0.38% |
$1.5K - $1.69K
|
777
$312K
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.5K+ 66.09% |
$1.75M - $1.97M
|
8.8K
$3.53M
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-10- 11.76% |
$5K - $5.62K
|
75
$30.1K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
63New |
$31.5K - $35.4K
|
63
$25.3K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-644- 23.12% |
$322K - $362K
|
2.14K
$860K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-156- 10.61% |
$78K - $87.7K
|
1.31K
$528K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
741New |
$371K - $417K
|
741
$298K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-16- 3.85% |
$8K - $9K
|
400
$161K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-202- 4.05% |
$101K - $114K
|
4.79K
$1.92M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-149- 16.52% |
$74.5K - $83.8K
|
753
$302K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-16- 21.62% |
$8K - $9K
|
58
$23.3K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
308+ 7.25% |
$154K - $173K
|
4.56K
$1.83M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-23- 3.09% |
$11.5K - $12.9K
|
722
$290K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
43+ 9.71% |
$21.5K - $24.2K
|
486
$195K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-68- 1.22% |
$34K - $38.2K
|
5.5K
$2.21M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
118+ 1.56% |
$59K - $66.4K
|
7.7K
$3.09M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
47+ 1.62% |
$23.5K - $26.4K
|
2.95K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
60+ 0.03% |
$30K - $33.7K
|
210K
$84.3M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 16.67% |
$1.5K - $1.69K
|
21
$8.43K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
707+ 176.31% |
$354K - $398K
|
1.11K
$445K
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1- 0.03% |
$500 - $562
|
3.29K
$1.32M
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-55- 0.4% |
$27.5K - $30.9K
|
13.6K
$5.46M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-136- 5.25% |
$68K - $76.5K
|
2.46K
$986K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13+ 0.4% |
$6.5K - $7.31K
|
3.29K
$1.32M
|