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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
24KNew |
$10.4M - $11.7M
|
24K
$9.69M
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-15.7K- 84.49% |
$6.81M - $7.67M
|
2.88K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.49K- 39.28% |
$1.51M - $1.7M
|
5.4K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 16.67% |
$21.7K - $24.4K
|
250
$101K
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
507+ 11.72% |
$220K - $247K
|
4.83K
$1.95M
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
22.1K+ 61.31% |
$9.59M - $10.8M
|
58.2K
$23.5M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$5.25K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-837K- 90.98% |
$363M - $409M
|
83K
$33.5M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-9- 90.0% |
$3.9K - $4.39K
|
1
$404
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-10- 19.61% |
$4.34K - $4.88K
|
41
$16.6K
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1KNew |
$434K - $488K
|
1K
$404K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
59New |
$25.6K - $28.8K
|
59
$23.8K
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
720New |
$312K - $351K
|
720
$291K
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-2.92K- 22.24% |
$1.27M - $1.42M
|
10.2K
$4.12M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 262.93% |
$1.13M - $1.27M
|
3.59K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-7.93K- 73.09% |
$3.44M - $3.87M
|
2.92K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
40.1KNew |
$17.4M - $19.5M
|
40.1K
$16.2M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$36.4K - $41K
|
84
$33.9K
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.57KNew |
$682K - $768K
|
1.57K
$636K
|
|
Feb 14, 2024
Q4 2023
|
Endurant Capital Management LP
San Mateo, CA |
SELL
|
- |
-3.01K- 53.39% |
$1.3M - $1.47M
|
2.63K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.06KNew |
$892K - $1M
|
2.06K
$831K
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 38.46% |
$43.4K - $48.8K
|
160
$64.6K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-14.1K- 30.35% |
$6.12M - $6.89M
|
32.4K
$13.1M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-6K- 64.52% |
$2.6M - $2.93M
|
3.3K
$1.33M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
74New |
$32.1K - $36.1K
|
74
$29.9K
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6- 0.76% |
$2.6K - $2.93K
|
787
$318K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$10.4K - $11.7K
|
24
$9.69K
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.01KNew |
$436K - $491K
|
1.01K
$406K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11New |
$4.77K - $5.37K
|
11
$4.44K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
18New |
$7.8K - $8.79K
|
18
$7.27K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
250New |
$108K - $122K
|
250
$101K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.26K+ 12.58% |
$2.28M - $2.56M
|
47K
$19M
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-288- 38.55% |
$125K - $141K
|
459
$185K
|
|
Feb 13, 2024
Q4 2023
|
Fore Capital, LLC
|
BUY
|
- |
1.5KNew |
$650K - $732K
|
1.5K
$606K
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.06KNew |
$461K - $519K
|
1.06K
$430K
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5+ 0.05% |
$2.17K - $2.44K
|
10.2K
$4.13M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
447New |
$194K - $218K
|
447
$180K
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
350+ 23.83% |
$152K - $171K
|
1.82K
$734K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.89% |
$2.17K - $2.44K
|
557
$225K
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.8K+ 14.34% |
$1.65M - $1.85M
|
30.3K
$12.2M
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-25- 5.51% |
$10.8K - $12.2K
|
429
$173K
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
116+ 19.08% |
$50.3K - $56.6K
|
724
$292K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-800- 47.06% |
$347K - $390K
|
900
$363K
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
30KNew |
$13M - $14.6M
|
30K
$12.1M
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
39.7KNew |
$17.2M - $19.4M
|
39.7K
$16M
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.5K- 66.35% |
$1.08M - $1.22M
|
1.27K
$512K
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
486+ 3.25% |
$211K - $237K
|
15.4K
$6.24M
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.77KNew |
$2.93M - $3.3M
|
6.77K
$2.73M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$434 - $488
|
203
$82K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10New |
$4.34K - $4.88K
|
10
$4.04K
|