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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
15+ 1.12% |
$6.21K - $7.14K
|
1.35K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$15.7K - $18.1K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
30+ 5.37% |
$12.4K - $14.3K
|
589
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
490New |
$203K - $233K
|
490
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
291+ 27.2% |
$121K - $138K
|
1.36K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-125K- 90.81% |
$51.9M - $59.7M
|
12.7K
$4.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 40.0% |
$828 - $952
|
7
$2.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 17.39% |
$6.63K - $7.61K
|
76
$26.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
118New |
$48.9K - $56.2K
|
118
$41K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
214+ 15.97% |
$88.6K - $102K
|
1.55K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
411+ 7.8% |
$170K - $196K
|
5.68K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
34.9KNew |
$14.4M - $16.6M
|
34.9K
$12.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-31K- 52.68% |
$12.8M - $14.8M
|
27.9K
$9.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 0.42% |
$2.07K - $2.38K
|
1.19K
$413K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.08K+ 11.27% |
$448K - $515K
|
10.7K
$3.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
248+ 3.83% |
$103K - $118K
|
6.73K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.94K- 99.59% |
$801K - $921K
|
8
$2.78K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 5.26% |
$414 - $476
|
20
$6.96K
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-24.3K- 97.45% |
$10M - $11.5M
|
636
$221K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-50- 3.17% |
$20.7K - $23.8K
|
1.53K
$530K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-506- 12.36% |
$210K - $241K
|
3.59K
$1.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
455+ 3.71% |
$188K - $217K
|
12.7K
$4.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
225New |
$93.2K - $107K
|
225
$78.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Hikari Power LTD
|
BUY
|
- |
510New |
$211K - $243K
|
510
$177K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
300New |
$124K - $143K
|
300
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.19% |
$7.87K - $9.04K
|
1.62K
$563K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 7.44% |
$3.73K - $4.28K
|
130
$45.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
3.85KNew |
$1.59M - $1.83M
|
3.85K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-1K- 3.45% |
$414K - $476K
|
28K
$9.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-87- 87.88% |
$36K - $41.4K
|
12
$4.17K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-70- 8.43% |
$29K - $33.3K
|
760
$264K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
566New |
$234K - $269K
|
566
$197K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.9KNew |
$787K - $904K
|
1.9K
$661K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
908New |
$376K - $432K
|
908
$316K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1- 0.1% |
$414 - $476
|
1.05K
$365K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 1.84% |
$4.97K - $5.71K
|
640
$223K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
429+ 0.73% |
$178K - $204K
|
59.2K
$20.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-64- 2.69% |
$26.5K - $30.5K
|
2.32K
$805K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$1.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
516New |
$214K - $246K
|
516
$179K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.31K- 41.9% |
$4.06M - $4.62M
|
12.9K
$4.49M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.67K- 88.0% |
$1.6M - $1.82M
|
501
$174K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
256New |
$112K - $127K
|
256
$89K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
258New |
$113K - $128K
|
258
$89.7K
|
|
|
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
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-45.8K- 99.81% |
$20M - $22.7M
|
87
$30.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$10.9K - $12.4K
|
25
$8.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-158- 33.83% |
$68.9K - $78.4K
|
309
$107K
|
|