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 |
---|---|---|---|---|---|---|---|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
SELL
|
- |
-15Closed |
$5.28K - $6.03K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
BUY
|
- |
31New |
$10.9K - $12.5K
|
31
$13.5K
|
|
Jul 13, 2021
Q2 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-680Closed |
$239K - $273K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$424K - $547K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-10Closed |
$2.88K - $3.71K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-400Closed |
$115K - $149K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-10.5KClosed |
$3.02M - $3.9M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-3.99KClosed |
$1.15M - $1.48M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Bronson Point Management LLC
Fairfield, CT |
SELL
|
- |
-15KClosed |
$4.32M - $5.57M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-35Closed |
$10.1K - $13K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10.3KClosed |
$2.96M - $3.82M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-34.3KClosed |
$9.87M - $12.7M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.31KClosed |
$663K - $856K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-53Closed |
$15.2K - $19.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-14- 17.5% |
$4.03K - $5.2K
|
66
$28.7K
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
130New |
$37.4K - $48.3K
|
130
$56.5K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-16Closed |
$4.6K - $5.94K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5Closed |
$1.44K - $1.86K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Pura Vida Investments, LLC
New York, NY |
SELL
|
PUT |
-30KClosed |
$8.63M - $11.1M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-45Closed |
$12.9K - $16.7K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-5Closed |
$1.44K - $1.86K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-247Closed |
$71.1K - $91.7K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-187Closed |
$53.8K - $69.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
CALL |
-1.1KClosed |
$316K - $408K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Gratus Capital LLC
|
SELL
|
- |
-667Closed |
$192K - $248K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-3Closed |
$863 - $1.11K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.91KClosed |
$550K - $710K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-200Closed |
$57.5K - $74.3K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
590New |
$170K - $219K
|
590
$256K
|
|
Apr 15, 2021
Q1 2021
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$57.5K - $74.3K
|
0
$0
|
|
Q4 2020 | |||||||
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41New |
$11.1K - $13.7K
|
41
$17.8K
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.45% |
$1.08K - $1.33K
|
894
$388K
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.15KNew |
$581K - $716K
|
2.15K
$934K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$54K - $66.6K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-124Closed |
$33.5K - $41.3K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$1.35K - $1.67K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Courage Capital Management LLC
Nashville, TN |
SELL
|
- |
-16.1KClosed |
$4.35M - $5.36M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gavea Investimentos Ltda
Rj, D5 |
SELL
|
- |
-10KClosed |
$2.7M - $3.33M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Iron Triangle Partners LP
Cos Cob, CT |
SELL
|
- |
-60KClosed |
$16.2M - $20M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2K+ 3.17% |
$540K - $666K
|
65K
$28.2M
|
|
Feb 16, 2021
Q4 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-878Closed |
$237K - $293K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sio Capital Management, LLC
New York, NY |
SELL
|
- |
-16KClosed |
$4.33M - $5.34M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.78KClosed |
$750K - $925K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.25KClosed |
$1.42M - $1.75M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-3KClosed |
$811K - $999K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-100- 50.0% |
$27K - $33.3K
|
100
$43.4K
|
|
Feb 10, 2021
Q4 2020
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-4.3KClosed |
$1.16M - $1.43M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-50Closed |
$13.5K - $16.7K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-665- 25.78% |
$180K - $222K
|
1.92K
$832K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-279Closed |
$75.4K - $92.9K
|
0
$0
|