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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
PUT |
5.8KNew |
$2.69M - $3.02M
|
5.8K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.17KNew |
$543K - $607K
|
1.17K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.58K+ 71.44% |
$1.2M - $1.34M
|
6.18K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 0.53% |
$1.86K - $2.08K
|
754
$304K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1- 0.12% |
$465 - $520
|
812
$327K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-12- 0.28% |
$5.58K - $6.24K
|
4.23K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.1KNew |
$509K - $570K
|
1.1K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.7K- 2.71% |
$5.46M - $6.11M
|
422K
$170M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-390- 16.78% |
$181K - $203K
|
1.93K
$779K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-9- 1.03% |
$4.18K - $4.68K
|
864
$348K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 1.94% |
$34.8K - $39K
|
3.93K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
234+ 25.97% |
$109K - $122K
|
1.14K
$457K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
400New |
$186K - $208K
|
400
$161K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
35New |
$16.3K - $18.2K
|
35
$14.1K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-6- 6.25% |
$2.79K - $3.12K
|
90
$36.2K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$929 - $1.04K
|
2
$805
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
648New |
$301K - $337K
|
648
$261K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-140- 13.93% |
$65K - $72.8K
|
865
$348K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-2.38K- 78.08% |
$1.11M - $1.24M
|
669
$269K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-17.4K- 93.54% |
$8.08M - $9.04M
|
1.2K
$483K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-53- 0.73% |
$24.6K - $27.6K
|
7.19K
$2.89M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
386New |
$179K - $201K
|
386
$155K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
409New |
$190K - $213K
|
409
$165K
|
|
|
May 07, 2024
Q1 2024
|
Crake Asset Management LLP
London, X0 |
SELL
|
- |
-90K- 85.77% |
$41.8M - $46.8M
|
14.9K
$6.01M
|
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$2.01K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-39- 14.23% |
$18.1K - $20.3K
|
235
$94.6K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
426New |
$198K - $222K
|
426
$171K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-6- 1.96% |
$2.79K - $3.12K
|
300
$121K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9New |
$4.18K - $4.68K
|
9
$3.62K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.57KNew |
$728K - $815K
|
1.57K
$631K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.75% |
$6.5K - $7.28K
|
1.88K
$756K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
417New |
$194K - $217K
|
417
$168K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 9.09% |
$929 - $1.04K
|
24
$9.66K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
431New |
$200K - $224K
|
431
$173K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
5.48KNew |
$2.55M - $2.85M
|
5.48K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$465 - $520
|
2
$805
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
54New |
$25.1K - $28.1K
|
54
$21.7K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.4KNew |
$652K - $730K
|
1.4K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
55+ 8.77% |
$25.6K - $28.6K
|
682
$275K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
141+ 3.79% |
$65.5K - $73.3K
|
3.87K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 25.0% |
$465 - $520
|
5
$2.01K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13- 50.0% |
$6.04K - $6.76K
|
13
$5.23K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
616New |
$286K - $320K
|
616
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1KNew |
$465K - $520K
|
1K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.75% |
$1.86K - $2.08K
|
528
$213K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
73+ 1.42% |
$33.9K - $38K
|
5.2K
$2.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
393New |
$183K - $204K
|
393
$158K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
415New |
$193K - $216K
|
415
$167K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$2.01K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
424New |
$197K - $220K
|
424
$171K
|