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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
79+ 8.95% |
$39.3K - $43.3K
|
962
$386K
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
400New |
$199K - $219K
|
400
$161K
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10- 1.89% |
$4.97K - $5.48K
|
520
$209K
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-124- 0.49% |
$61.7K - $67.9K
|
25.4K
$10.2M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
81+ 4.04% |
$40.3K - $44.4K
|
2.09K
$838K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11- 1.15% |
$5.47K - $6.03K
|
942
$378K
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
- |
610New |
$303K - $334K
|
610
$245K
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
PUT |
5.6KNew |
$2.79M - $3.07M
|
5.6K
$2.25M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.1K- 20.71% |
$5M - $5.51M
|
38.5K
$15.5M
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-26- 6.52% |
$12.9K - $14.2K
|
373
$150K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-29- 70.73% |
$14.4K - $15.9K
|
12
$4.82K
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-315- 43.57% |
$157K - $173K
|
408
$164K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.71% |
$1.49K - $1.64K
|
426
$171K
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-15- 3.71% |
$7.46K - $8.22K
|
389
$156K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6+ 0.29% |
$2.98K - $3.29K
|
2.11K
$846K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
375New |
$187K - $205K
|
375
$151K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.48K+ 216.84% |
$737K - $811K
|
2.16K
$869K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 2.59% |
$12.9K - $14.2K
|
1.03K
$413K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372New |
$185K - $204K
|
372
$149K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.27K- 6.4% |
$1.13M - $1.24M
|
33.1K
$13.3M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 73.68% |
$6.96K - $7.67K
|
33
$13.2K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
55.2KNew |
$27.5M - $30.3M
|
55.2K
$22.2M
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
243+ 5.84% |
$121K - $133K
|
4.4K
$1.77M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
531New |
$264K - $291K
|
531
$213K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 4.13% |
$15.9K - $17.5K
|
742
$298K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.11K+ 50.07% |
$1.05M - $1.15M
|
6.32K
$2.54M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
263New |
$131K - $144K
|
263
$106K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 6.12% |
$7.46K - $8.22K
|
260
$104K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.9% |
$1.99K - $2.19K
|
440
$177K
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
371New |
$185K - $203K
|
371
$149K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
380New |
$189K - $208K
|
380
$153K
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-172- 28.01% |
$85.6K - $94.2K
|
442
$177K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.58% |
$1.49K - $1.64K
|
511
$205K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
309+ 4.48% |
$154K - $169K
|
7.21K
$2.89M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
52.6KNew |
$26.2M - $28.8M
|
52.6K
$21.1M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
399New |
$198K - $219K
|
399
$160K
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.57K+ 182.21% |
$780K - $858K
|
2.43K
$974K
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
120+ 3.56% |
$59.7K - $65.7K
|
3.5K
$1.4M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-40- 34.78% |
$19.9K - $21.9K
|
75
$30.1K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6+ 0.56% |
$2.98K - $3.29K
|
1.07K
$431K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 33.33% |
$497 - $548
|
2
$803
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 214.29% |
$7.46K - $8.22K
|
22
$8.83K
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
378New |
$188K - $207K
|
378
$152K
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
60+ 6.38% |
$29.8K - $32.9K
|
1K
$402K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.36KNew |
$675K - $743K
|
1.36K
$545K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3K- 66.79% |
$1.49M - $1.64M
|
1.49K
$599K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
5.2KNew |
$2.59M - $2.85M
|
5.2K
$2.09M
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$497 - $548
|
441
$177K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.15% |
$497 - $548
|
678
$272K
|
|
Jul 30, 2024
Q2 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-53.5K- 62.55% |
$26.6M - $29.3M
|
32K
$12.9M
|