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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
114New |
$53K - $62.3K
|
114
$46K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
38New |
$17.7K - $20.8K
|
38
$15.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
39New |
$18.1K - $21.3K
|
39
$15.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
150New |
$69.8K - $82K
|
150
$60.6K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-573Closed |
$256K - $291K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9Closed |
$4.01K - $4.56K
|
0
$0
|
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-3.12KClosed |
$1.39M - $1.58M
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-212Closed |
$94.5K - $107K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.8K+ 4.95% |
$801K - $911K
|
38.1K
$15.4M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
129+ 31.62% |
$57.5K - $65.4K
|
537
$217K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
68+ 6.74% |
$30.3K - $34.5K
|
1.08K
$435K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
61+ 5.44% |
$27.2K - $30.9K
|
1.18K
$477K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$892 - $1.01K
|
2
$808
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-53- 8.02% |
$23.6K - $26.9K
|
608
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-52- 4.72% |
$23.2K - $26.4K
|
1.05K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.08K- 99.71% |
$1.37M - $1.56M
|
9
$3.63K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
3.1KNew |
$1.38M - $1.57M
|
3.1K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-292- 35.1% |
$130K - $148K
|
540
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5+ 5.32% |
$2.23K - $2.54K
|
99
$40K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
541+ 9.48% |
$241K - $274K
|
6.25K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
62+ 1.5% |
$27.7K - $31.4K
|
4.19K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
10.4KNew |
$4.62M - $5.25M
|
10.4K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Health Cor Management, L.P.
New York, NY |
SELL
|
- |
-15.3K- 28.25% |
$6.83M - $7.77M
|
38.9K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
83+ 0.02% |
$37K - $42.1K
|
398K
$161M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-726- 1.61% |
$324K - $368K
|
44.3K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 21.74% |
$2.23K - $2.54K
|
28
$11.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-25K- 38.46% |
$11.1M - $12.7M
|
40K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
30New |
$13.4K - $15.2K
|
30
$12.1K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.5K+ 140.88% |
$669K - $760K
|
2.56K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-44- 9.07% |
$19.6K - $22.3K
|
441
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
62New |
$27.7K - $31.4K
|
62
$25K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
41KNew |
$18.3M - $20.8M
|
41K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-103K- 18.82% |
$46M - $52.3M
|
445K
$180M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1- 9.09% |
$446 - $507
|
10
$4.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-313Closed |
$140K - $159K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
500+ 100.0% |
$223K - $254K
|
1K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Avidity Partners Management LP
Dallas, TX |
SELL
|
- |
-233K- 52.93% |
$104M - $118M
|
208K
$83.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
559New |
$249K - $283K
|
559
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.36K+ 29.33% |
$605K - $688K
|
5.98K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17New |
$7.58K - $8.62K
|
17
$6.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
55New |
$24.5K - $27.9K
|
55
$22.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
104+ 5.34% |
$46.4K - $52.7K
|
2.05K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
465New |
$207K - $236K
|
465
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
55New |
$24.5K - $27.9K
|
55
$22.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
25+ 1.06% |
$11.1K - $12.7K
|
2.39K
$966K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
769New |
$343K - $390K
|
769
$310K
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-150- 12.01% |
$66.9K - $76.1K
|
1.1K
$444K
|
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4KNew |
$1.78M - $2.03M
|
4K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-25- 51.02% |
$11.1K - $12.7K
|
24
$9.69K
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
394New |
$176K - $200K
|
394
$159K
|
|