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 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 1.8% |
$6K - $6.75K
|
653
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-266- 3.4% |
$133K - $150K
|
7.56K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-53- 6.46% |
$26.5K - $29.8K
|
768
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 6.4% |
$1.46M - $1.65M
|
48.7K
$19.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.37K+ 1.25% |
$1.68M - $1.89M
|
272K
$110M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 1.22% |
$2.5K - $2.81K
|
416
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 6.9% |
$1K - $1.12K
|
31
$12.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.32K- 15.25% |
$660K - $742K
|
7.34K
$2.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 25.05% |
$8.83M - $9.92M
|
52.8K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
99+ 2.5% |
$49.5K - $55.7K
|
4.06K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-10- 62.5% |
$5K - $5.62K
|
6
$2.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
224+ 3.66% |
$112K - $126K
|
6.34K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.26K- 4.2% |
$1.13M - $1.27M
|
51.4K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$500 - $562
|
1
$404
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$6K - $6.75K
|
2.23K
$898K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.98K+ 23.87% |
$4.99M - $5.61M
|
51.8K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
74+ 1.56% |
$37K - $41.6K
|
4.81K
$1.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
220+ 43.91% |
$110K - $124K
|
721
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14- 3.37% |
$7K - $7.87K
|
402
$162K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
20+ 2.81% |
$10K - $11.2K
|
733
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-12- 0.59% |
$6K - $6.75K
|
2.02K
$817K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
341+ 7.49% |
$171K - $192K
|
4.89K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.47KNew |
$1.23M - $1.39M
|
2.47K
$995K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-41- 2.58% |
$20.5K - $23.1K
|
1.55K
$624K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
98+ 2.36% |
$49K - $55.1K
|
4.25K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.18K+ 4.38% |
$588K - $661K
|
28K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
16+ 1.02% |
$8K - $9K
|
1.59K
$641K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51+ 15.27% |
$25.5K - $28.7K
|
385
$155K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
47+ 1.29% |
$23.5K - $26.4K
|
3.7K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.16% |
$500 - $562
|
644
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 1.08% |
$2.5K - $2.81K
|
459
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
10+ 1.14% |
$5K - $5.62K
|
886
$358K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7- 24.14% |
$3.5K - $3.94K
|
22
$8.88K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-19- 1.02% |
$9.5K - $10.7K
|
1.85K
$747K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.07K- 4.63% |
$533K - $599K
|
22K
$8.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-318- 8.97% |
$159K - $179K
|
3.23K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7- 1.44% |
$3.5K - $3.94K
|
478
$193K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-21- 2.44% |
$10.5K - $11.8K
|
840
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.08K- 4.5% |
$538K - $605K
|
22.8K
$9.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 1.33% |
$30K - $33.7K
|
4.58K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
765+ 36.94% |
$383K - $430K
|
2.84K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
865+ 1.54% |
$433K - $486K
|
57.1K
$23M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-301- 5.33% |
$151K - $169K
|
5.35K
$2.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.55KNew |
$777K - $874K
|
1.55K
$627K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.5K - $1.69K
|
871
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 11.36% |
$667K - $750K
|
10.4K
$4.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
37+ 2.76% |
$18.5K - $20.8K
|
1.38K
$557K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-187- 27.54% |
$93.5K - $105K
|
492
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9+ 1.06% |
$4.5K - $5.06K
|
857
$346K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 7.27% |
$28K - $31.5K
|
826
$334K
|