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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10- 1.15% |
$5K - $5.62K
|
860
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-177- 11.15% |
$88.5K - $99.5K
|
1.41K
$570K
|
|
|
Oct 31, 2024
Q3 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
57+ 4.87% |
$28.5K - $32.1K
|
1.23K
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 26.04% |
$204K - $229K
|
1.97K
$795K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.04K+ 1.13% |
$519K - $583K
|
92.6K
$37.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-801- 4.22% |
$401K - $450K
|
18.2K
$7.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14- 0.75% |
$7K - $7.87K
|
1.85K
$747K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 6.51% |
$18.5K - $20.8K
|
605
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 250.0% |
$10K - $11.2K
|
28
$11.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.2K- 2.37% |
$1.1M - $1.24M
|
90.7K
$36.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
43+ 0.7% |
$21.5K - $24.2K
|
6.16K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-128- 5.65% |
$64K - $72K
|
2.14K
$862K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-301- 15.78% |
$151K - $169K
|
1.61K
$648K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 3.34% |
$16.5K - $18.6K
|
1.02K
$413K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.18K+ 2.97% |
$590K - $663K
|
40.9K
$16.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-991- 7.98% |
$496K - $557K
|
11.4K
$4.62M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
9.4K+ 9.8% |
$4.7M - $5.29M
|
105K
$42.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1- 0.05% |
$500 - $562
|
2.14K
$862K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-28.7K- 7.72% |
$14.4M - $16.1M
|
343K
$139M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
89+ 8.71% |
$44.5K - $50K
|
1.11K
$449K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
623+ 1.32% |
$312K - $350K
|
48K
$19.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-60- 7.89% |
$30K - $33.7K
|
700
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
208+ 37.34% |
$104K - $117K
|
765
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 3.97% |
$30.5K - $34.3K
|
1.48K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
383+ 368.27% |
$192K - $215K
|
487
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
6.12K+ 6.3% |
$3.06M - $3.44M
|
103K
$41.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.08K+ 25.06% |
$540K - $607K
|
5.39K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
330+ 4.31% |
$165K - $186K
|
7.99K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-162- 11.34% |
$81K - $91.1K
|
1.27K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.09% |
$1K - $1.12K
|
2.32K
$938K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-46- 5.54% |
$23K - $25.9K
|
784
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
18+ 0.09% |
$9K - $10.1K
|
21.2K
$8.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.23% |
$500 - $562
|
441
$178K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 261.01% |
$753K - $847K
|
2.08K
$841K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
27+ 1.66% |
$13.5K - $15.2K
|
1.66K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
129+ 2.1% |
$64.5K - $72.5K
|
6.29K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
415+ 12.52% |
$208K - $233K
|
3.73K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
934New |
$467K - $525K
|
934
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
527New |
$264K - $296K
|
527
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-269- 22.34% |
$135K - $151K
|
935
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 1.31% |
$4.5K - $5.06K
|
678
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.44K- 50.56% |
$718K - $807K
|
1.4K
$566K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-9.33K- 84.51% |
$4.66M - $5.24M
|
1.71K
$690K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.68K- 74.84% |
$839K - $944K
|
564
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.69K- 87.25% |
$1.34M - $1.51M
|
393
$159K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.13% |
$500 - $562
|
744
$300K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
26+ 1.51% |
$13K - $14.6K
|
1.74K
$704K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-9- 0.14% |
$4.5K - $5.06K
|
6.6K
$2.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-50- 0.48% |
$25K - $28.1K
|
10.4K
$4.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.76KNew |
$880K - $990K
|
1.76K
$711K
|