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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
226New |
$101K - $113K
|
226
$73K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$3.12K - $3.52K
|
7
$2.26K
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
2.05KNew |
$915K - $1.03M
|
2.05K
$662K
|
|
|
May 10, 2023
Q1 2023
|
Tekla Capital Management LLC
|
BUY
|
- |
99.4K+ 678.95% |
$44.4M - $49.9M
|
114K
$36.9M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
176+ 3.49% |
$78.5K - $88.4K
|
5.22K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18New |
$8.03K - $9.04K
|
18
$5.82K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
40New |
$17.9K - $20.1K
|
40
$12.9K
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-27K- 39.76% |
$12.1M - $13.6M
|
40.9K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-64- 12.33% |
$28.6K - $32.1K
|
455
$147K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.18MNew |
$971M - $1.09B
|
2.18M
$703M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 12.5% |
$446 - $502
|
9
$2.91K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$893 - $1K
|
2
$646
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
200+ 21.3% |
$89.3K - $100K
|
1.14K
$368K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-76- 12.52% |
$33.9K - $38.2K
|
531
$172K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-3- 0.68% |
$1.34K - $1.51K
|
439
$142K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
420+ 47.19% |
$187K - $211K
|
1.31K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
111New |
$49.5K - $55.7K
|
111
$35.9K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$1.34K - $1.51K
|
3
$969
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
354+ 0.92% |
$158K - $178K
|
39K
$12.6M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-81- 4.1% |
$36.2K - $40.7K
|
1.89K
$612K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
- |
-2.99K- 39.94% |
$1.33M - $1.5M
|
4.5K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3- 0.38% |
$1.34K - $1.51K
|
778
$251K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 3.81% |
$1.79K - $2.01K
|
109
$35.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 29.41% |
$4.46K - $5.02K
|
24
$7.75K
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.16K+ 247.48% |
$963K - $1.08M
|
3.03K
$979K
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-7.14K- 66.99% |
$3.19M - $3.59M
|
3.52K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-4.48K- 45.78% |
$2M - $2.25M
|
5.31K
$1.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-38- 5.84% |
$17K - $19.1K
|
613
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.44% |
$446 - $502
|
227
$73.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5New |
$2.23K - $2.51K
|
5
$1.62K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$1.79K - $2.01K
|
4
$1.29K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-13- 7.18% |
$5.8K - $6.53K
|
168
$54.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-16- 1.59% |
$7.14K - $8.04K
|
993
$321K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-106- 58.56% |
$47.3K - $53.2K
|
75
$24.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
428+ 2.04% |
$191K - $215K
|
21.4K
$6.92M
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
19New |
$8.84K - $10.4K
|
19
$6.14K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.66KClosed |
$773K - $909K
|
0
$0
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
19+ 2.73% |
$8.84K - $10.4K
|
715
$231K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 27.27% |
$1.4K - $1.64K
|
8
$2.58K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
415New |
$193K - $227K
|
415
$134K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
77New |
$35.8K - $42.1K
|
77
$24.9K
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
2.4KNew |
$1.12M - $1.31M
|
2.4K
$775K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
10New |
$4.65K - $5.47K
|
10
$3.23K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$10.7K - $12.6K
|
23
$7.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.41KNew |
$1.58M - $1.86M
|
3.41K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-204- 5.71% |
$94.9K - $112K
|
3.37K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
172New |
$80K - $94K
|
172
$55.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-992- 25.13% |
$462K - $542K
|
2.96K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.96K+ 20.48% |
$2.77M - $3.26M
|
35.1K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-358- 28.78% |
$167K - $196K
|
886
$286K
|
|