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 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-5- 0.87% |
$2.5K - $2.81K
|
567
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-84- 1.94% |
$42K - $47.2K
|
4.25K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
643
$263K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105New |
$52.5K - $59K
|
105
$43K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
297New |
$149K - $167K
|
297
$122K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.37K+ 1.25% |
$1.68M - $1.89M
|
272K
$111M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 1.22% |
$2.5K - $2.81K
|
416
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 25.05% |
$8.83M - $9.92M
|
52.8K
$21.6M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$500 - $562
|
1
$409
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$6K - $6.75K
|
2.23K
$911K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14- 3.37% |
$7K - $7.87K
|
402
$165K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.47KNew |
$1.23M - $1.39M
|
2.47K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 1.08% |
$2.5K - $2.81K
|
459
$188K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7- 1.44% |
$3.5K - $3.94K
|
478
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.5K - $1.69K
|
871
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-187- 27.54% |
$93.5K - $105K
|
492
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 7.27% |
$28K - $31.5K
|
826
$338K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
133+ 8.26% |
$66.5K - $74.8K
|
1.74K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
456New |
$228K - $256K
|
456
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-10- 0.86% |
$5K - $5.62K
|
1.15K
$472K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
391New |
$196K - $220K
|
391
$160K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 60.0% |
$9K - $10.1K
|
48
$19.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 33.33% |
$500 - $562
|
4
$1.64K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
734+ 7.38% |
$367K - $413K
|
10.7K
$4.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.56K- 29.48% |
$1.28M - $1.44M
|
6.13K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.52% |
$1K - $1.12K
|
385
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
465New |
$233K - $261K
|
465
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-105- 3.55% |
$52.5K - $59K
|
2.85K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.68% |
$3.5K - $3.94K
|
1.02K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-71- 11.79% |
$35.5K - $39.9K
|
531
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-66- 12.6% |
$33K - $37.1K
|
458
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-59- 7.9% |
$29.5K - $33.2K
|
688
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 12.66% |
$5K - $5.62K
|
69
$28.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-7- 18.42% |
$3.5K - $3.94K
|
31
$12.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
40New |
$20K - $22.5K
|
40
$16.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-38- 6.77% |
$19K - $21.4K
|
523
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-103- 82.4% |
$51.5K - $57.9K
|
22
$9.01K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$500 - $562
|
474
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-22- 2.76% |
$11K - $12.4K
|
775
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25- 5.0% |
$12.5K - $14.1K
|
475
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
206New |
$103K - $116K
|
206
$84.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-16- 3.51% |
$8K - $9K
|
440
$180K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$1K - $1.12K
|
64
$26.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6+ 1.1% |
$3K - $3.37K
|
552
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.66K- 8.76% |
$2.83M - $3.18M
|
58.9K
$24.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
867
$355K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
393New |
$197K - $221K
|
393
$161K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 1.74% |
$4K - $4.5K
|
468
$192K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
874+ 110.21% |
$437K - $491K
|
1.67K
$683K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-225- 26.38% |
$113K - $127K
|
628
$257K
|