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 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-201- 9.54% |
$87.1K - $98.1K
|
1.91K
$616K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
442New |
$192K - $216K
|
442
$143K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
593New |
$257K - $289K
|
593
$192K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-39- 5.67% |
$16.9K - $19K
|
649
$210K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-130- 18.47% |
$56.4K - $63.4K
|
574
$185K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-300- 18.75% |
$130K - $146K
|
1.3K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 40.35% |
$9.97K - $11.2K
|
80
$25.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$8.24K - $9.27K
|
19
$6.14K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-24- 7.34% |
$10.4K - $11.7K
|
303
$97.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
442New |
$192K - $216K
|
442
$143K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-83- 14.43% |
$36K - $40.5K
|
492
$159K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
99+ 2.86% |
$42.9K - $48.3K
|
3.57K
$1.15M
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.29KNew |
$1.78M - $2.04M
|
4.29K
$1.39M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$4.14K - $4.76K
|
10
$3.23K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-70- 1.3% |
$29K - $33.3K
|
5.32K
$1.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$1.62K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6New |
$2.48K - $2.86K
|
6
$1.94K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
174+ 1.04% |
$72.1K - $82.8K
|
16.8K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-11.9K- 37.32% |
$4.92M - $5.66M
|
20K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
2.88KNew |
$1.19M - $1.37M
|
2.88K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
284+ 9.2% |
$118K - $135K
|
3.37K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
2.25K+ 1.84% |
$933K - $1.07M
|
125K
$40.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
568New |
$235K - $270K
|
568
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.63K+ 160.86% |
$2.33M - $2.68M
|
9.13K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Brahman Capital Corp.
New York, NY |
BUY
|
- |
23.8KNew |
$9.85M - $11.3M
|
23.8K
$7.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
381KNew |
$158M - $181M
|
381K
$123M
|
|
|
Nov 14, 2023
Q3 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
80+ 2.23% |
$33.1K - $38.1K
|
3.67K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Point Capital, LP
Charlottesville, VA |
BUY
|
- |
25KNew |
$10.4M - $11.9M
|
25K
$8.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-726- 3.35% |
$301K - $346K
|
20.9K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinetic Partners Management, LP
Miami, FL |
BUY
|
- |
10.5K+ 10.03% |
$4.35M - $5M
|
115K
$37.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
8.5KNew |
$3.52M - $4.05M
|
8.5K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.25KNew |
$516K - $593K
|
1.25K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-59- 33.71% |
$24.4K - $28.1K
|
116
$37.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-12- 30.0% |
$4.97K - $5.71K
|
28
$9.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
500New |
$207K - $238K
|
500
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
15+ 1.12% |
$6.21K - $7.14K
|
1.35K
$437K
|
|
|
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
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
490New |
$203K - $233K
|
490
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
291+ 27.2% |
$121K - $138K
|
1.36K
$440K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-125K- 90.81% |
$51.9M - $59.7M
|
12.7K
$4.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 17.39% |
$6.63K - $7.61K
|
76
$24.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
118New |
$48.9K - $56.2K
|
118
$38.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
214+ 15.97% |
$88.6K - $102K
|
1.55K
$502K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
411+ 7.8% |
$170K - $196K
|
5.68K
$1.83M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
34.9KNew |
$14.4M - $16.6M
|
34.9K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-31K- 52.68% |
$12.8M - $14.8M
|
27.9K
$9M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 0.42% |
$2.07K - $2.38K
|
1.19K
$384K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.08K+ 11.27% |
$448K - $515K
|
10.7K
$3.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
248+ 3.83% |
$103K - $118K
|
6.73K
$2.17M
|
|