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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 11.36% |
$667K - $750K
|
10.4K
$4.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
37+ 2.76% |
$18.5K - $20.8K
|
1.38K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-187- 27.54% |
$93.5K - $105K
|
492
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9+ 1.06% |
$4.5K - $5.06K
|
857
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 7.27% |
$28K - $31.5K
|
826
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
133+ 8.26% |
$66.5K - $74.8K
|
1.74K
$700K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
456New |
$228K - $256K
|
456
$183K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-10- 0.86% |
$5K - $5.62K
|
1.15K
$463K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 3.28% |
$2K - $2.25K
|
126
$50.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
391New |
$196K - $220K
|
391
$157K
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-6.04K- 10.19% |
$3.02M - $3.39M
|
53.2K
$21.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
61+ 2.77% |
$30.5K - $34.3K
|
2.26K
$909K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
41+ 1.79% |
$20.5K - $23.1K
|
2.34K
$938K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.14% |
$500 - $562
|
690
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 87.5% |
$7K - $7.87K
|
30
$12K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
864
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
20+ 1.37% |
$10K - $11.2K
|
1.48K
$593K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 60.0% |
$9K - $10.1K
|
48
$19.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
305+ 8.18% |
$153K - $171K
|
4.04K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-133- 5.37% |
$66.5K - $74.8K
|
2.35K
$941K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 33.33% |
$500 - $562
|
4
$1.61K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.75% |
$6K - $6.75K
|
699
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-122- 40.8% |
$61K - $68.6K
|
177
$71.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
734+ 7.38% |
$367K - $413K
|
10.7K
$4.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.56K- 29.48% |
$1.28M - $1.44M
|
6.13K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18.6K- 76.13% |
$9.28M - $10.4M
|
5.82K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.19% |
$25K - $28.1K
|
1.52K
$609K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
63+ 11.21% |
$31.5K - $35.4K
|
625
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
338+ 8.78% |
$169K - $190K
|
4.19K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.22% |
$1K - $1.12K
|
907
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
34+ 3.23% |
$17K - $19.1K
|
1.09K
$437K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.73K+ 1.61% |
$867K - $974K
|
109K
$43.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.84K+ 13.96% |
$1.92M - $2.16M
|
31.4K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.98% |
$22.5K - $25.3K
|
2.23K
$895K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.52% |
$1K - $1.12K
|
385
$155K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 11.22% |
$116K - $130K
|
2.3K
$923K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 1.3% |
$1K - $1.12K
|
152
$61K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-136- 0.1% |
$68K - $76.5K
|
142K
$56.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
465New |
$233K - $261K
|
465
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
127+ 1.96% |
$63.5K - $71.4K
|
6.6K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-105- 3.55% |
$52.5K - $59K
|
2.85K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
433+ 1.59% |
$217K - $243K
|
27.7K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26+ 3.5% |
$13K - $14.6K
|
768
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30- 2.91% |
$15K - $16.9K
|
1K
$402K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-18- 1.28% |
$9K - $10.1K
|
1.39K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
23+ 53.49% |
$11.5K - $12.9K
|
66
$26.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-35- 1.41% |
$17.5K - $19.7K
|
2.45K
$985K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.68% |
$3.5K - $3.94K
|
1.02K
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 0.31% |
$2K - $2.25K
|
1.32K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.27K+ 8.78% |
$633K - $711K
|
15.7K
$6.29M
|