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 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-163- 28.35% |
$81.1K - $89.3K
|
412
$166K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-10- 1.54% |
$4.97K - $5.48K
|
640
$258K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 14.63% |
$14.9K - $16.4K
|
175
$70.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
376New |
$187K - $206K
|
376
$151K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.99K - $2.19K
|
4
$1.61K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 18.18% |
$995 - $1.1K
|
9
$3.62K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 4.38% |
$14.9K - $16.4K
|
655
$264K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-100- 12.5% |
$49.7K - $54.8K
|
700
$282K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
374New |
$186K - $205K
|
374
$151K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 1.54% |
$2.98K - $3.29K
|
383
$154K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
103+ 643.75% |
$51.2K - $56.4K
|
119
$47.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8+ 2.03% |
$3.98K - $4.38K
|
402
$162K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.75KClosed |
$872K - $960K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 21.28% |
$4.97K - $5.48K
|
37
$14.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-51- 1.32% |
$25.4K - $27.9K
|
3.82K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-14- 1.92% |
$6.96K - $7.67K
|
715
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5+ 0.92% |
$2.49K - $2.74K
|
546
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
376New |
$187K - $206K
|
376
$151K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
371New |
$185K - $203K
|
371
$149K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$497 - $548
|
1.97K
$792K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
375New |
$187K - $205K
|
375
$151K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-56- 12.47% |
$27.9K - $30.7K
|
393
$158K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$16.4K - $18.1K
|
33
$13.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-28- 3.41% |
$13.9K - $15.3K
|
792
$319K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$25.9K - $28.5K
|
52
$20.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
10.8KNew |
$5.36M - $5.9M
|
10.8K
$4.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 10.31% |
$24.9K - $27.4K
|
435
$175K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-28.3K- 37.48% |
$14.1M - $15.5M
|
47.2K
$19M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1+ 0.15% |
$497 - $548
|
653
$263K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-41- 9.32% |
$20.4K - $22.5K
|
399
$161K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3New |
$1.49K - $1.64K
|
3
$1.21K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.81% |
$497 - $548
|
125
$50.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 3.22% |
$20.9K - $23K
|
1.26K
$508K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-53- 5.9% |
$26.4K - $29K
|
846
$341K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 13.79% |
$9.95K - $11K
|
165
$66.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
50New |
$24.9K - $27.4K
|
50
$20.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1- 0.14% |
$497 - $548
|
695
$280K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
373New |
$186K - $204K
|
373
$150K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
645New |
$321K - $353K
|
645
$260K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-287- 2.6% |
$143K - $157K
|
10.8K
$4.33M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
288New |
$143K - $158K
|
288
$116K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-20- 2.53% |
$9.95K - $11K
|
770
$310K
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.13K- 43.66% |
$1.06M - $1.17M
|
2.75K
$1.11M
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$754K - $843K
|
1.62K
$653K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$465 - $520
|
3
$1.21K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-30- 35.71% |
$13.9K - $15.6K
|
54
$21.7K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
17+ 0.81% |
$7.9K - $8.84K
|
2.11K
$850K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
243New |
$113K - $126K
|
243
$97.8K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-31- 21.23% |
$14.4K - $16.1K
|
115
$46.3K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-410- 31.49% |
$190K - $213K
|
892
$359K
|
|