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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9.96K- 92.36% |
$4.98M - $5.6M
|
824
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.46KNew |
$3.23M - $3.63M
|
6.46K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.69% |
$500 - $562
|
60
$20.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
144New |
$72K - $81K
|
144
$50.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-228- 16.74% |
$114K - $128K
|
1.13K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-10- 2.49% |
$5K - $5.62K
|
392
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4- 0.64% |
$2K - $2.25K
|
618
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$5K - $5.62K
|
10
$3.48K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
365+ 2.19% |
$183K - $205K
|
17.1K
$5.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
454New |
$227K - $255K
|
454
$158K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
20New |
$10K - $11.2K
|
20
$6.96K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-1.89K- 71.26% |
$947K - $1.06M
|
764
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 1.43% |
$6.5K - $7.31K
|
925
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
500New |
$250K - $281K
|
500
$174K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
40New |
$20K - $22.5K
|
40
$13.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.65K- 2.79% |
$826K - $929K
|
57.5K
$20M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
150+ 6.04% |
$75K - $84.3K
|
2.64K
$917K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
85New |
$42.5K - $47.8K
|
85
$29.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.53K+ 67.34% |
$1.76M - $1.98M
|
8.76K
$3.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-56- 3.58% |
$28K - $31.5K
|
1.51K
$525K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-40- 4.29% |
$20K - $22.5K
|
892
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 58.33% |
$3.5K - $3.94K
|
5
$1.74K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
63New |
$31.5K - $35.4K
|
63
$21.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-202- 4.05% |
$101K - $114K
|
4.79K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
60+ 0.03% |
$30K - $33.7K
|
210K
$73M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
707+ 176.31% |
$354K - $398K
|
1.11K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
155+ 0.81% |
$77.5K - $87.2K
|
19.4K
$6.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20K+ 11521.26% |
$10M - $11.3M
|
20.2K
$7.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.36% |
$12.5K - $14.1K
|
6.9K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37- 7.24% |
$18.5K - $20.8K
|
474
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-33- 7.64% |
$16.5K - $18.6K
|
399
$139K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
5+ 4.72% |
$2.5K - $2.81K
|
111
$38.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.7K- 19.91% |
$2.35M - $2.64M
|
18.9K
$6.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-10- 1.33% |
$5K - $5.62K
|
743
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
668+ 25.41% |
$334K - $376K
|
3.3K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
21KNew |
$10.5M - $11.8M
|
21K
$7.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-5- 9.09% |
$2.5K - $2.81K
|
50
$17.4K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$500 - $562
|
1
$348
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-40- 9.15% |
$20K - $22.5K
|
397
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.39K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-15- 1.31% |
$7.5K - $8.43K
|
1.13K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
63+ 1.09% |
$31.5K - $35.4K
|
5.84K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
103+ 23.57% |
$51.5K - $57.9K
|
540
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-60- 7.89% |
$30K - $33.7K
|
700
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.69K- 87.25% |
$1.34M - $1.51M
|
393
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
42+ 2.86% |
$21K - $23.6K
|
1.51K
$525K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-23- 5.13% |
$11.5K - $12.9K
|
425
$148K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 1.25% |
$5K - $5.62K
|
809
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
4.41K+ 5.14% |
$2.2M - $2.48M
|
90.1K
$31.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.11% |
$500 - $562
|
91
$31.7K
|