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 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
271+ 30.45% |
$136K - $152K
|
1.16K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
117+ 3.49% |
$58.5K - $65.8K
|
3.47K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-66- 12.6% |
$33K - $37.1K
|
458
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11+ 1.08% |
$5.5K - $6.19K
|
1.03K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-59- 7.9% |
$29.5K - $33.2K
|
688
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
611New |
$306K - $344K
|
611
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 12.66% |
$5K - $5.62K
|
69
$27.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-7- 18.42% |
$3.5K - $3.94K
|
31
$12.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
40New |
$20K - $22.5K
|
40
$16.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.13% |
$1.5K - $1.69K
|
2.33K
$940K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 1.2% |
$17.5K - $19.7K
|
2.87K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
30+ 0.94% |
$15K - $16.9K
|
3.21K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-38- 6.77% |
$19K - $21.4K
|
523
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-103- 82.4% |
$51.5K - $57.9K
|
22
$8.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$500 - $562
|
474
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-38- 4.87% |
$19K - $21.4K
|
743
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-22- 2.76% |
$11K - $12.4K
|
775
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25- 5.0% |
$12.5K - $14.1K
|
475
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-256- 4.01% |
$128K - $144K
|
6.13K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
206New |
$103K - $116K
|
206
$83.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-558- 3.56% |
$279K - $314K
|
15.1K
$6.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-16- 3.51% |
$8K - $9K
|
440
$178K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.93K- 39.76% |
$1.97M - $2.21M
|
5.96K
$2.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$1K - $1.12K
|
64
$25.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-80- 5.65% |
$40K - $45K
|
1.34K
$539K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-822- 2.64% |
$411K - $462K
|
30.3K
$12.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-12.5K- 89.96% |
$6.23M - $7M
|
1.39K
$561K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6+ 1.1% |
$3K - $3.37K
|
552
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.66K- 8.76% |
$2.83M - $3.18M
|
58.9K
$23.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-104- 15.5% |
$52K - $58.5K
|
567
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.82% |
$2.5K - $2.81K
|
618
$250K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
48+ 1.22% |
$24K - $27K
|
3.97K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$500 - $562
|
1.88K
$758K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-132- 3.01% |
$66K - $74.2K
|
4.25K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.75K+ 45.88% |
$4.38M - $4.92M
|
27.8K
$11.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Maj Invest Holding A
|
SELL
|
- |
-4.4K- 1.37% |
$2.2M - $2.47M
|
316K
$128M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.3% |
$3K - $3.37K
|
2K
$806K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-16- 2.66% |
$8K - $9K
|
586
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-116- 0.11% |
$58K - $65.2K
|
101K
$40.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.19K- 26.67% |
$596K - $670K
|
3.28K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-717- 15.29% |
$359K - $403K
|
3.97K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
867
$350K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
229+ 2.42% |
$115K - $129K
|
9.69K
$3.91M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-68- 7.73% |
$34K - $38.2K
|
812
$328K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
393New |
$197K - $221K
|
393
$159K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 1.74% |
$4K - $4.5K
|
468
$189K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
664+ 50.84% |
$332K - $373K
|
1.97K
$795K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.38KNew |
$1.19M - $1.34M
|
2.38K
$961K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
874+ 110.21% |
$437K - $491K
|
1.67K
$673K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.42K+ 126.51% |
$711K - $800K
|
2.55K
$1.03M
|