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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
10.4KNew |
$4.85M - $5.7M
|
10.4K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
810New |
$377K - $443K
|
810
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$930 - $1.09K
|
2
$779
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
81+ 2.75% |
$37.7K - $44.3K
|
3.03K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.36K- 85.03% |
$1.56M - $1.84M
|
591
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
99New |
$46.1K - $54.1K
|
99
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
650New |
$302K - $355K
|
650
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32+ 800.0% |
$14.9K - $17.5K
|
36
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.77K+ 78.36% |
$2.22M - $2.61M
|
10.9K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$997K - $1.17M
|
2.14K
$834K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
402New |
$187K - $220K
|
402
$156K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
402New |
$187K - $220K
|
402
$156K
|
|
|
Feb 10, 2023
Q4 2022
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
3KNew |
$1.4M - $1.64M
|
3K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.6K- 80.0% |
$2.61M - $3.06M
|
1.4K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1.26KNew |
$586K - $689K
|
1.26K
$490K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-73- 14.17% |
$34K - $39.9K
|
442
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
10New |
$4.65K - $5.47K
|
10
$3.89K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65New |
$30.2K - $35.5K
|
65
$25.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
27+ 0.73% |
$12.6K - $14.8K
|
3.75K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
973New |
$453K - $532K
|
973
$379K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
407New |
$189K - $223K
|
407
$158K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5New |
$2.33K - $2.73K
|
5
$1.95K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
404New |
$188K - $221K
|
404
$157K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
176+ 6.39% |
$81.9K - $96.2K
|
2.93K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
4New |
$1.86K - $2.19K
|
4
$1.56K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-362- 5.9% |
$168K - $198K
|
5.77K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
400New |
$186K - $219K
|
400
$156K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
431New |
$201K - $236K
|
431
$168K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-48Closed |
$22.3K - $26.2K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-189- 3.3% |
$87.9K - $103K
|
5.54K
$2.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3- 17.65% |
$1.4K - $1.64K
|
14
$5.45K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
392New |
$182K - $214K
|
392
$153K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
37New |
$17.2K - $20.2K
|
37
$14.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-71- 2.33% |
$33K - $38.8K
|
2.98K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
419New |
$195K - $229K
|
419
$163K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-55- 9.63% |
$25.6K - $30.1K
|
516
$201K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
800New |
$372K - $437K
|
800
$311K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
55New |
$25.6K - $30.1K
|
55
$21.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
805+ 99.75% |
$375K - $440K
|
1.61K
$627K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
422New |
$196K - $231K
|
422
$164K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
421New |
$196K - $230K
|
421
$164K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-93- 64.58% |
$43.3K - $50.8K
|
51
$19.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
3New |
$1.4K - $1.64K
|
3
$1.17K
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
400New |
$186K - $219K
|
400
$156K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-21- 4.62% |
$9.77K - $11.5K
|
434
$169K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 58.06% |
$8.37K - $9.84K
|
49
$19.1K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-28- 13.46% |
$13K - $15.3K
|
180
$70.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-62- 8.2% |
$28.8K - $33.9K
|
694
$270K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31+ 0.87% |
$14.4K - $16.9K
|
3.6K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-40- 50.0% |
$18.6K - $21.9K
|
40
$15.6K
|