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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-44- 9.07% |
$19.6K - $22.3K
|
441
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
62New |
$27.7K - $31.4K
|
62
$20K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-103K- 18.82% |
$46M - $52.3M
|
445K
$144M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1- 9.09% |
$446 - $507
|
10
$3.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-313Closed |
$140K - $159K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
500+ 100.0% |
$223K - $254K
|
1K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Avidity Partners Management LP
Dallas, TX |
SELL
|
- |
-233K- 52.93% |
$104M - $118M
|
208K
$67.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
559New |
$249K - $283K
|
559
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.36K+ 29.33% |
$605K - $688K
|
5.98K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17New |
$7.58K - $8.62K
|
17
$5.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
55New |
$24.5K - $27.9K
|
55
$17.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
104+ 5.34% |
$46.4K - $52.7K
|
2.05K
$663K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
465New |
$207K - $236K
|
465
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
55New |
$24.5K - $27.9K
|
55
$17.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
25+ 1.06% |
$11.1K - $12.7K
|
2.39K
$773K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
769New |
$343K - $390K
|
769
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-150- 12.01% |
$66.9K - $76.1K
|
1.1K
$355K
|
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4KNew |
$1.78M - $2.03M
|
4K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-25- 51.02% |
$11.1K - $12.7K
|
24
$7.75K
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
394New |
$176K - $200K
|
394
$127K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-79- 5.08% |
$35.2K - $40.1K
|
1.48K
$477K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5New |
$2.23K - $2.54K
|
5
$1.62K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
942New |
$420K - $478K
|
942
$304K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-24- 0.66% |
$10.7K - $12.2K
|
3.64K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
183+ 12.81% |
$81.6K - $92.8K
|
1.61K
$521K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-85- 3.25% |
$37.9K - $43.1K
|
2.53K
$817K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
134+ 1.13% |
$59.8K - $67.9K
|
12K
$3.88M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
791New |
$353K - $401K
|
791
$256K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
726New |
$324K - $368K
|
726
$235K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
437New |
$195K - $222K
|
437
$141K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
117+ 58.5% |
$52.2K - $59.3K
|
317
$102K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$1.21M - $1.38M
|
2.71K
$877K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-35- 0.93% |
$15.6K - $17.7K
|
3.71K
$1.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
60New |
$26.8K - $30.4K
|
60
$19.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
251+ 220.18% |
$112K - $127K
|
365
$118K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.34KNew |
$599K - $680K
|
1.34K
$434K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
232New |
$103K - $118K
|
232
$75K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-161- 19.12% |
$71.8K - $81.6K
|
681
$220K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4- 80.0% |
$1.78K - $2.03K
|
1
$323
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
9+ 1.61% |
$4.01K - $4.56K
|
569
$184K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-794- 13.51% |
$354K - $403K
|
5.08K
$1.64M
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
25New |
$11.1K - $12.7K
|
25
$8.08K
|
|
|
Oct 11, 2022
Q3 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-500- 14.49% |
$223K - $254K
|
2.95K
$953K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
307+ 2.87% |
$137K - $156K
|
11K
$3.55M
|
|
| Q2 2022 | |||||||
|
Feb 20, 2025
Q2 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-615Closed |
$273K - $326K
|
0
$0
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-36Closed |
$16K - $19.1K
|
0
$0
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
338+ 52.98% |
$150K - $179K
|
976
$315K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
150New |
$66.6K - $79.5K
|
150
$48.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26Closed |
$11.6K - $13.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-40Closed |
$17.8K - $21.2K
|
0
$0
|
|