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 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
225New |
$93.2K - $107K
|
225
$90.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Hikari Power LTD
|
BUY
|
- |
510New |
$211K - $243K
|
510
$206K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
300New |
$124K - $143K
|
300
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.19% |
$7.87K - $9.04K
|
1.62K
$654K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.2KNew |
$497K - $571K
|
1.2K
$485K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 7.44% |
$3.73K - $4.28K
|
130
$52.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
3.85KNew |
$1.59M - $1.83M
|
3.85K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1- 0.02% |
$414 - $476
|
4.16K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2KNew |
$828K - $952K
|
2K
$808K
|
|
|
Oct 18, 2023
Q3 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-1K- 3.45% |
$414K - $476K
|
28K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-87- 87.88% |
$36K - $41.4K
|
12
$4.85K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-70- 8.43% |
$29K - $33.3K
|
760
$307K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
566New |
$234K - $269K
|
566
$229K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.9KNew |
$787K - $904K
|
1.9K
$767K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
908New |
$376K - $432K
|
908
$367K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1- 0.1% |
$414 - $476
|
1.05K
$424K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 1.84% |
$4.97K - $5.71K
|
640
$258K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
429+ 0.73% |
$178K - $204K
|
59.2K
$23.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
15New |
$6.21K - $7.14K
|
15
$6.06K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-64- 2.69% |
$26.5K - $30.5K
|
2.32K
$935K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$2.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$20.7K - $23.8K
|
50
$20.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
516New |
$214K - $246K
|
516
$208K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 20.0% |
$436 - $496
|
4
$1.62K
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.32K+ 125.76% |
$575K - $654K
|
2.37K
$955K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.31K- 41.9% |
$4.06M - $4.62M
|
12.9K
$5.21M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25New |
$10.9K - $12.4K
|
25
$10.1K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.67K- 88.0% |
$1.6M - $1.82M
|
501
$202K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
256New |
$112K - $127K
|
256
$103K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
258New |
$113K - $128K
|
258
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Capital LTD
|
SELL
|
- |
-4.84KClosed |
$2.11M - $2.4M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-686- 45.07% |
$299K - $340K
|
836
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-45.8K- 99.81% |
$20M - $22.7M
|
87
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$10.9K - $12.4K
|
25
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
32+ 3.79% |
$14K - $15.9K
|
877
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-158- 33.83% |
$68.9K - $78.4K
|
309
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
2KNew |
$873K - $992K
|
2K
$808K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
559New |
$244K - $277K
|
559
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Viking Global Investors LP
|
SELL
|
- |
-742K- 34.43% |
$324M - $368M
|
1.41M
$570M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3+ 37.5% |
$1.31K - $1.49K
|
11
$4.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.08K+ 228.73% |
$2.65M - $3.01M
|
8.73K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-55- 7.01% |
$24K - $27.3K
|
730
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
13KNew |
$5.67M - $6.45M
|
13K
$5.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-345- 91.76% |
$151K - $171K
|
31
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.17K- 18.12% |
$2.69M - $3.06M
|
27.9K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-354- 48.23% |
$154K - $176K
|
380
$153K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.29K- 9.4% |
$1.44M - $1.63M
|
31.7K
$12.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-1.29M- 79.53% |
$561M - $638M
|
331K
$134M
|
|