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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-24.3K- 97.45% |
$10M - $11.5M
|
636
$206K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-50- 3.17% |
$20.7K - $23.8K
|
1.53K
$493K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-506- 12.36% |
$210K - $241K
|
3.59K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
455+ 3.71% |
$188K - $217K
|
12.7K
$4.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
225New |
$93.2K - $107K
|
225
$72.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Hikari Power LTD
|
BUY
|
- |
510New |
$211K - $243K
|
510
$165K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
300New |
$124K - $143K
|
300
$96.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.19% |
$7.87K - $9.04K
|
1.62K
$523K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 7.44% |
$3.73K - $4.28K
|
130
$42K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
3.85KNew |
$1.59M - $1.83M
|
3.85K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-87- 87.88% |
$36K - $41.4K
|
12
$3.88K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
566New |
$234K - $269K
|
566
$183K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.9KNew |
$787K - $904K
|
1.9K
$614K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
908New |
$376K - $432K
|
908
$293K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1- 0.1% |
$414 - $476
|
1.05K
$339K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 1.84% |
$4.97K - $5.71K
|
640
$207K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
429+ 0.73% |
$178K - $204K
|
59.2K
$19.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-64- 2.69% |
$26.5K - $30.5K
|
2.32K
$748K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$1.62K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
516New |
$214K - $246K
|
516
$167K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.31K- 41.9% |
$4.06M - $4.62M
|
12.9K
$4.17M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.67K- 88.0% |
$1.6M - $1.82M
|
501
$162K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
256New |
$112K - $127K
|
256
$82.7K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
258New |
$113K - $128K
|
258
$83.4K
|
|
|
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
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-45.8K- 99.81% |
$20M - $22.7M
|
87
$28.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$10.9K - $12.4K
|
25
$8.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
2KNew |
$873K - $992K
|
2K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
559New |
$244K - $277K
|
559
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Viking Global Investors LP
|
SELL
|
- |
-742K- 34.43% |
$324M - $368M
|
1.41M
$456M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3+ 37.5% |
$1.31K - $1.49K
|
11
$3.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.08K+ 228.73% |
$2.65M - $3.01M
|
8.73K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
13KNew |
$5.67M - $6.45M
|
13K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-345- 91.76% |
$151K - $171K
|
31
$10K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.17K- 18.12% |
$2.69M - $3.06M
|
27.9K
$9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-354- 48.23% |
$154K - $176K
|
380
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.29K- 9.4% |
$1.44M - $1.63M
|
31.7K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.89K+ 31.62% |
$1.26M - $1.43M
|
12K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-32- 4.53% |
$14K - $15.9K
|
674
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.01KNew |
$875K - $995K
|
2.01K
$648K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.41K+ 4.35% |
$3.23M - $3.67M
|
178K
$57.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.05K- 39.15% |
$457K - $520K
|
1.63K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.14K- 12.81% |
$495K - $563K
|
7.73K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
4.46K+ 42.27% |
$1.94M - $2.21M
|
15K
$4.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.1KNew |
$480K - $546K
|
1.1K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-435- 4.82% |
$190K - $216K
|
8.58K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 105.26% |
$43.6K - $49.6K
|
195
$63K
|
|