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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.44% |
$446 - $502
|
227
$91.4K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5New |
$2.23K - $2.51K
|
5
$2.01K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$1.79K - $2.01K
|
4
$1.61K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30New |
$13.4K - $15.1K
|
30
$12.1K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-13- 7.18% |
$5.8K - $6.53K
|
168
$67.6K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-16- 1.59% |
$7.14K - $8.04K
|
993
$400K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-106- 58.56% |
$47.3K - $53.2K
|
75
$30.2K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
428+ 2.04% |
$191K - $215K
|
21.4K
$8.63M
|
|
Q4 2022 | |||||||
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
19New |
$8.84K - $10.4K
|
19
$7.65K
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.66KClosed |
$773K - $909K
|
0
$0
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
19+ 2.73% |
$8.84K - $10.4K
|
715
$288K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 27.27% |
$1.4K - $1.64K
|
8
$3.22K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
415New |
$193K - $227K
|
415
$167K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
77New |
$35.8K - $42.1K
|
77
$31K
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
2.4KNew |
$1.12M - $1.31M
|
2.4K
$966K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
10New |
$4.65K - $5.47K
|
10
$4.03K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$10.7K - $12.6K
|
23
$9.26K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.41KNew |
$1.58M - $1.86M
|
3.41K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-204- 5.71% |
$94.9K - $112K
|
3.37K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
172New |
$80K - $94K
|
172
$69.2K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-992- 25.13% |
$462K - $542K
|
2.96K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.96K+ 20.48% |
$2.77M - $3.26M
|
35.1K
$14.1M
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-358- 28.78% |
$167K - $196K
|
886
$357K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-16- 1.19% |
$7.44K - $8.75K
|
1.33K
$536K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3- 5.66% |
$1.4K - $1.64K
|
50
$20.1K
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
635New |
$295K - $347K
|
635
$256K
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.5KNew |
$698K - $820K
|
1.5K
$604K
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
7KNew |
$3.26M - $3.83M
|
7K
$2.82M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
70New |
$32.6K - $38.3K
|
70
$28.2K
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5- 1.1% |
$2.33K - $2.73K
|
450
$181K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
111New |
$51.6K - $60.7K
|
111
$44.7K
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
947+ 21.86% |
$441K - $518K
|
5.28K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
398New |
$185K - $218K
|
398
$160K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
10.4KNew |
$4.85M - $5.7M
|
10.4K
$4.2M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
810New |
$377K - $443K
|
810
$326K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$930 - $1.09K
|
2
$805
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
81+ 2.75% |
$37.7K - $44.3K
|
3.03K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.36K- 85.03% |
$1.56M - $1.84M
|
591
$238K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
99New |
$46.1K - $54.1K
|
99
$39.9K
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
650New |
$302K - $355K
|
650
$262K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$465 - $547
|
4
$1.61K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32+ 800.0% |
$14.9K - $17.5K
|
36
$14.5K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.77K+ 78.36% |
$2.22M - $2.61M
|
10.9K
$4.37M
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17+ 2.13% |
$7.91K - $9.3K
|
814
$328K
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$997K - $1.17M
|
2.14K
$862K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
402New |
$187K - $220K
|
402
$162K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
402New |
$187K - $220K
|
402
$162K
|
|
Feb 10, 2023
Q4 2022
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
3KNew |
$1.4M - $1.64M
|
3K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.6K- 80.0% |
$2.61M - $3.06M
|
1.4K
$564K
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1.26KNew |
$586K - $689K
|
1.26K
$507K
|