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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-50Closed |
$12.5K - $14.8K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-77Closed |
$19.2K - $22.8K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-100Closed |
$24.9K - $29.6K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-6Closed |
$1.49K - $1.78K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Red Cedar Capital, LLC
|
SELL
|
- |
-186- 2.63% |
$46.3K - $55.1K
|
6.88K
$2.22M
|
|
|
Jan 17, 2019
Q4 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$2.49K - $2.96K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-147Closed |
$36.6K - $43.5K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-6.55KClosed |
$1.63M - $1.94M
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.55KClosed |
$636K - $756K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-266Closed |
$63.4K - $72.9K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$23.8K - $27.4K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.6KNew |
$3.47M - $4M
|
14.6K
$4.71M
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250Closed |
$59.6K - $68.5K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.3KClosed |
$786K - $905K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
235New |
$56K - $64.4K
|
235
$75.9K
|
|
|
Nov 13, 2018
Q3 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-400Closed |
$95.3K - $110K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-18Closed |
$4.29K - $4.93K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-9.43KClosed |
$2.25M - $2.59M
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-923Closed |
$220K - $253K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-23.6KClosed |
$5.62M - $6.47M
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Ams Capital Ltda
|
SELL
|
- |
-1.74KClosed |
$414K - $477K
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-6.78KClosed |
$1.62M - $1.86M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Sep 06, 2018
Q2 2018
|
Exane Asset Management
|
SELL
|
- |
-191Closed |
$42K - $46.8K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-311Closed |
$68.5K - $76.2K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-44.5KClosed |
$9.8M - $10.9M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-96Closed |
$21.1K - $23.5K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-7KClosed |
$1.54M - $1.72M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-4.05KClosed |
$892K - $993K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-785KClosed |
$173M - $192M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-39Closed |
$8.59K - $9.56K
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.07KClosed |
$235K - $262K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.46KClosed |
$1.2M - $1.34M
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-88Closed |
$19.4K - $21.6K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 18, 2018
Q1 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.5KClosed |
$323K - $387K
|
0
$0
|
|
|
May 17, 2018
Q1 2018
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-4.22KClosed |
$909K - $1.09M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$3.16M - $3.78M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-1.3KClosed |
$280K - $336K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-1.76KClosed |
$379K - $454K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Scharf Investments, LLC
|
SELL
|
- |
-1.63KClosed |
$350K - $420K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-100Closed |
$21.6K - $25.8K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Keeler T Homas Management LLC
|
SELL
|
- |
-200Closed |
$43.1K - $51.6K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-22Closed |
$4.74K - $5.68K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.2KClosed |
$690K - $826K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.7KClosed |
$2.31M - $2.76M
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100Closed |
$21.6K - $25.8K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Stack Financial Management, Inc
|
SELL
|
- |
-52.6KClosed |
$11.3M - $13.6M
|
0
$0
|
|
|
Apr 24, 2018
Q1 2018
|
Regent Investment Management LLC
|
SELL
|
- |
-185- 6.85% |
$39.9K - $47.8K
|
2.52K
$813K
|
|
|
Apr 20, 2018
Q1 2018
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-200Closed |
$43.1K - $51.6K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-119Closed |
$25.7K - $30.7K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 16, 2018
Q4 2017
|
D. Scott Neal, Inc.
|
SELL
|
- |
-53Closed |
$9.74K - $12.5K
|
0
$0
|
|