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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
2KNew |
$873K - $992K
|
2K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
559New |
$244K - $277K
|
559
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Viking Global Investors LP
|
SELL
|
- |
-742K- 34.43% |
$324M - $368M
|
1.41M
$491M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3+ 37.5% |
$1.31K - $1.49K
|
11
$3.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.08K+ 228.73% |
$2.65M - $3.01M
|
8.73K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
13KNew |
$5.67M - $6.45M
|
13K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-345- 91.76% |
$151K - $171K
|
31
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.17K- 18.12% |
$2.69M - $3.06M
|
27.9K
$9.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-354- 48.23% |
$154K - $176K
|
380
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.29K- 9.4% |
$1.44M - $1.63M
|
31.7K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-1.29M- 79.53% |
$561M - $638M
|
331K
$115M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.89K+ 31.62% |
$1.26M - $1.43M
|
12K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-32- 4.53% |
$14K - $15.9K
|
674
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.01KNew |
$875K - $995K
|
2.01K
$698K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.41K+ 4.35% |
$3.23M - $3.67M
|
178K
$61.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.05K- 39.15% |
$457K - $520K
|
1.63K
$567K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.14K- 12.81% |
$495K - $563K
|
7.73K
$2.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
4.46K+ 42.27% |
$1.94M - $2.21M
|
15K
$5.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.1KNew |
$480K - $546K
|
1.1K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-435- 4.82% |
$190K - $216K
|
8.58K
$2.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 105.26% |
$43.6K - $49.6K
|
195
$67.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10New |
$4.36K - $4.96K
|
10
$3.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-4- 0.5% |
$1.75K - $1.98K
|
789
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
496+ 7.14% |
$216K - $246K
|
7.45K
$2.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.66% |
$436 - $496
|
150
$52.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.33K- 13.07% |
$580K - $660K
|
8.85K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
26New |
$11.3K - $12.9K
|
26
$9.04K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
41.7K+ 216.33% |
$18.2M - $20.7M
|
61K
$21.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-28- 27.18% |
$12.2K - $13.9K
|
75
$26.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
40+ 266.67% |
$17.5K - $19.8K
|
55
$19.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 40.0% |
$4.36K - $4.96K
|
15
$5.22K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.29K- 20.6% |
$562K - $639K
|
4.96K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.99K- 6.8% |
$1.3M - $1.48M
|
40.9K
$14.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-10- 0.24% |
$4.36K - $4.96K
|
4.12K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
403+ 42.07% |
$176K - $200K
|
1.36K
$473K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.65KNew |
$2.03M - $2.31M
|
4.65K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-116- 10.84% |
$50.6K - $57.6K
|
954
$332K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
185KNew |
$80.9M - $92M
|
185K
$64.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-52- 3.06% |
$22.7K - $25.8K
|
1.65K
$573K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 38.3% |
$7.85K - $8.93K
|
29
$10.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
486New |
$212K - $241K
|
486
$169K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 1.35% |
$2.18K - $2.48K
|
365
$127K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-327- 18.77% |
$143K - $162K
|
1.42K
$492K
|
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
2.5KNew |
$1.09M - $1.24M
|
2.5K
$870K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$3.05K - $3.47K
|
7
$2.43K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
400New |
$175K - $198K
|
400
$139K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
8+ 1.67% |
$3.49K - $3.97K
|
486
$169K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13- 2.14% |
$5.67K - $6.45K
|
595
$207K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-26- 12.62% |
$11.3K - $12.9K
|
180
$62.6K
|