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 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-15- 1.31% |
$7.5K - $8.43K
|
1.13K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
63+ 1.09% |
$31.5K - $35.4K
|
5.84K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
103+ 23.57% |
$51.5K - $57.9K
|
540
$174K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-60- 7.89% |
$30K - $33.7K
|
700
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.69K- 87.25% |
$1.34M - $1.51M
|
393
$127K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
42+ 2.86% |
$21K - $23.6K
|
1.51K
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-23- 5.13% |
$11.5K - $12.9K
|
425
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 1.25% |
$5K - $5.62K
|
809
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.11% |
$500 - $562
|
91
$29.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
438New |
$219K - $246K
|
438
$142K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-4- 1.0% |
$2K - $2.25K
|
397
$128K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-496- 40.1% |
$248K - $279K
|
741
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
67+ 1.45% |
$33.5K - $37.7K
|
4.67K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$1K - $1.12K
|
2
$646
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
530+ 5.42% |
$265K - $298K
|
10.3K
$3.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1- 0.25% |
$500 - $562
|
395
$128K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 8.33% |
$17.5K - $19.7K
|
385
$124K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-5- 1.22% |
$2.5K - $2.81K
|
405
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 5.64% |
$13.5K - $15.2K
|
506
$163K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
45+ 6.57% |
$22.5K - $25.3K
|
730
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-846- 6.25% |
$423K - $476K
|
12.7K
$4.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
167New |
$83.5K - $93.9K
|
167
$54K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
644
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
43+ 1.31% |
$21.5K - $24.2K
|
3.34K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
53+ 6.4% |
$26.5K - $29.8K
|
881
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52New |
$26K - $29.2K
|
52
$16.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.67K+ 16.01% |
$1.34M - $1.5M
|
19.4K
$6.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-16- 2.11% |
$8K - $9K
|
743
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
106+ 26.5% |
$53K - $59.6K
|
506
$163K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-18- 1.29% |
$9K - $10.1K
|
1.38K
$445K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-14- 2.93% |
$7K - $7.87K
|
464
$150K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
643
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105New |
$52.5K - $59K
|
105
$33.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.37K+ 1.25% |
$1.68M - $1.89M
|
272K
$87.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 1.22% |
$2.5K - $2.81K
|
416
$134K
|
|
|
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
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$500 - $562
|
1
$323
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14- 3.37% |
$7K - $7.87K
|
402
$130K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.47KNew |
$1.23M - $1.39M
|
2.47K
$796K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 1.08% |
$2.5K - $2.81K
|
459
$148K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7- 1.44% |
$3.5K - $3.94K
|
478
$154K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
133+ 8.26% |
$66.5K - $74.8K
|
1.74K
$564K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-10- 0.86% |
$5K - $5.62K
|
1.15K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 60.0% |
$9K - $10.1K
|
48
$15.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 33.33% |
$500 - $562
|
4
$1.29K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
734+ 7.38% |
$367K - $413K
|
10.7K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.52% |
$1K - $1.12K
|
385
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-105- 3.55% |
$52.5K - $59K
|
2.85K
$921K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-71- 11.79% |
$35.5K - $39.9K
|
531
$172K
|