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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-137- 5.1% |
$68.2K - $75K
|
2.55K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
53+ 9.69% |
$26.4K - $29K
|
600
$242K
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
8+ 1.69% |
$3.98K - $4.38K
|
482
$195K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
49+ 1.76% |
$24.4K - $26.8K
|
2.83K
$1.14M
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
379New |
$189K - $208K
|
379
$153K
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
780New |
$388K - $427K
|
780
$315K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 150.0% |
$1.49K - $1.64K
|
5
$2.02K
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$497 - $548
|
3
$1.21K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-43- 55.13% |
$21.4K - $23.6K
|
35
$14.1K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-29- 6.26% |
$14.4K - $15.9K
|
434
$175K
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-2.09K- 40.22% |
$1.04M - $1.15M
|
3.11K
$1.26M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
456+ 12.82% |
$227K - $250K
|
4.01K
$1.62M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-114- 32.57% |
$56.7K - $62.4K
|
236
$95.3K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
154+ 9.32% |
$76.6K - $84.4K
|
1.81K
$730K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
72+ 13.48% |
$35.8K - $39.4K
|
606
$245K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-728- 2.56% |
$362K - $399K
|
27.7K
$11.2M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.23KNew |
$1.61M - $1.77M
|
3.23K
$1.3M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
391New |
$195K - $214K
|
391
$158K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.73K- 91.97% |
$861K - $948K
|
151
$61K
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
331New |
$165K - $181K
|
331
$134K
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-30- 5.65% |
$14.9K - $16.4K
|
501
$202K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$4.48K - $4.93K
|
9
$3.63K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
313New |
$156K - $171K
|
313
$126K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
100New |
$49.7K - $54.8K
|
100
$40.4K
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.38% |
$298K - $329K
|
13.1K
$5.29M
|
|
Jul 24, 2024
Q2 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
10KNew |
$4.97M - $5.48M
|
10K
$4.04M
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-39- 4.7% |
$19.4K - $21.4K
|
790
$319K
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-589- 1.14% |
$293K - $323K
|
51.3K
$20.7M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3+ 0.76% |
$1.49K - $1.64K
|
396
$160K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10- 24.39% |
$4.97K - $5.48K
|
31
$12.5K
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-23- 4.95% |
$11.4K - $12.6K
|
442
$178K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-40- 5.2% |
$19.9K - $21.9K
|
729
$294K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-100- 14.29% |
$49.7K - $54.8K
|
600
$242K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
50+ 19.69% |
$24.9K - $27.4K
|
304
$123K
|
|
Jul 22, 2024
Q2 2024
|
High Ground Investment Management LLP
London, X0 |
BUY
|
- |
5K+ 7.89% |
$2.49M - $2.74M
|
68.4K
$27.6M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$995 - $1.1K
|
2
$808
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
159New |
$79.1K - $87.1K
|
159
$64.2K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
228+ 207.27% |
$113K - $125K
|
338
$136K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3+ 4.76% |
$1.49K - $1.64K
|
66
$26.6K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17- 0.45% |
$8.46K - $9.31K
|
3.75K
$1.51M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-231- 17.15% |
$115K - $127K
|
1.12K
$451K
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
35+ 1.73% |
$17.4K - $19.2K
|
2.06K
$832K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12New |
$5.97K - $6.57K
|
12
$4.85K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
372New |
$185K - $204K
|
372
$150K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 23.26% |
$49.7K - $54.8K
|
530
$214K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
31+ 344.44% |
$15.4K - $17K
|
40
$16.2K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
388New |
$193K - $213K
|
388
$157K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-160- 23.81% |
$79.6K - $87.6K
|
512
$207K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.45% |
$4.97K - $5.48K
|
2.2K
$888K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-163- 28.35% |
$81.1K - $89.3K
|
412
$166K
|