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 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.43K- 38.62% |
$716K - $805K
|
2.28K
$919K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-225- 26.38% |
$113K - $127K
|
628
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-68.2K- 20.08% |
$34.1M - $38.3M
|
271K
$110M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-500- 14.08% |
$250K - $281K
|
3.05K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1K- 50.0% |
$500K - $562K
|
1K
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-72- 15.03% |
$36K - $40.5K
|
407
$164K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14- 2.2% |
$7K - $7.87K
|
621
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
862+ 2.03% |
$431K - $485K
|
43.2K
$17.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-67- 8.31% |
$33.5K - $37.7K
|
739
$298K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 24.05% |
$9.5K - $10.7K
|
98
$39.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$6.05M - $6.8M
|
12.1K
$4.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
400+ 44.3% |
$200K - $225K
|
1.3K
$526K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-56- 2.98% |
$28K - $31.5K
|
1.82K
$736K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-303- 37.32% |
$152K - $170K
|
509
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.6K- 90.77% |
$11.3M - $12.7M
|
2.3K
$929K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$500 - $562
|
1
$404
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-470- 18.34% |
$235K - $264K
|
2.09K
$845K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-24.4K- 11.35% |
$12.2M - $13.7M
|
190K
$76.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
50+ 15.43% |
$25K - $28.1K
|
374
$151K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25+ 4.24% |
$12.5K - $14.1K
|
615
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 1.05% |
$4.5K - $5.06K
|
846
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9+ 1.78% |
$4.5K - $5.06K
|
515
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.96% |
$1.5K - $1.69K
|
315
$127K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
265+ 12.72% |
$133K - $149K
|
2.35K
$948K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-39- 7.03% |
$19.5K - $21.9K
|
516
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
191+ 12.81% |
$95.5K - $107K
|
1.68K
$679K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-154- 8.02% |
$77K - $86.6K
|
1.77K
$713K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
97+ 7.45% |
$48.5K - $54.5K
|
1.4K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
492New |
$246K - $277K
|
492
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-888- 10.53% |
$444K - $499K
|
7.55K
$3.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 46.15% |
$15K - $16.9K
|
95
$38.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.42% |
$15K - $16.9K
|
2.15K
$868K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
369+ 1.37% |
$185K - $207K
|
27.4K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3KNew |
$1.5M - $1.69M
|
3K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10+ 1.66% |
$5K - $5.62K
|
614
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.92K- 28.19% |
$962K - $1.08M
|
4.9K
$1.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
275New |
$138K - $155K
|
275
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-167- 6.31% |
$83.5K - $93.9K
|
2.48K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23+ 3.51% |
$11.5K - $12.9K
|
679
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.28% |
$2K - $2.25K
|
1.41K
$568K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 2.5% |
$6.5K - $7.31K
|
534
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 4.04% |
$28K - $31.5K
|
1.44K
$582K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
261+ 4.0% |
$131K - $147K
|
6.79K
$2.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.83K+ 25.14% |
$1.41M - $1.59M
|
14.1K
$5.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-52- 0.26% |
$26K - $29.2K
|
19.9K
$8.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1- 0.14% |
$500 - $562
|
716
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
62+ 2.05% |
$31K - $34.9K
|
3.08K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
2+ 5.13% |
$1K - $1.12K
|
41
$16.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8+ 1.05% |
$4K - $4.5K
|
771
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-151- 16.32% |
$75.5K - $84.9K
|
774
$313K
|