Latest Institutional Purchases of Elevance Health, Inc. (ELV)
This list provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
26+ 1.51% |
$13K - $14.6K
|
1.74K
$702K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
26+ 2.91% |
$13K - $14.6K
|
918
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26+ 3.5% |
$13K - $14.6K
|
768
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25+ 2.47% |
$12.5K - $14.1K
|
1.04K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
25New |
$12.5K - $14.1K
|
25
$10.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25+ 4.24% |
$12.5K - $14.1K
|
615
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24+ 0.88% |
$12K - $13.5K
|
2.74K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
23+ 53.49% |
$11.5K - $12.9K
|
66
$26.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23+ 3.51% |
$11.5K - $12.9K
|
679
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 4.59% |
$11K - $12.4K
|
501
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
22+ 4.37% |
$11K - $12.4K
|
525
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
21+ 3.28% |
$10.5K - $11.8K
|
661
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21+ 2.86% |
$10.5K - $11.8K
|
755
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20+ 1.9% |
$10K - $11.2K
|
1.07K
$431K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
20New |
$10K - $11.2K
|
20
$8.05K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 6.39% |
$10K - $11.2K
|
333
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 250.0% |
$10K - $11.2K
|
28
$11.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
20+ 2.81% |
$10K - $11.2K
|
733
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
20+ 1.37% |
$10K - $11.2K
|
1.48K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 1.61% |
$9.5K - $10.7K
|
1.2K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 3.73% |
$9.5K - $10.7K
|
529
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19+ 2.43% |
$9.5K - $10.7K
|
801
$322K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 24.05% |
$9.5K - $10.7K
|
98
$39.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
18+ 2.09% |
$9K - $10.1K
|
880
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
18+ 0.09% |
$9K - $10.1K
|
21.2K
$8.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18+ 3.32% |
$9K - $10.1K
|
560
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 60.0% |
$9K - $10.1K
|
48
$19.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
17+ 1.69% |
$8.5K - $9.56K
|
1.02K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
17+ 3.94% |
$8.5K - $9.56K
|
448
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
17+ 0.33% |
$8.5K - $9.56K
|
5.23K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
17+ 3.24% |
$8.5K - $9.56K
|
542
$218K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
16+ 1.99% |
$8K - $9K
|
819
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
16+ 2.39% |
$8K - $9K
|
686
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
16New |
$8K - $9K
|
16
$6.44K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16+ 1.68% |
$8K - $9K
|
967
$389K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
16+ 1.02% |
$8K - $9K
|
1.59K
$639K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 1.2% |
$7.5K - $8.43K
|
1.26K
$508K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 32.61% |
$7.5K - $8.43K
|
61
$24.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
14+ 0.27% |
$7K - $7.87K
|
5.3K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 87.5% |
$7K - $7.87K
|
30
$12.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
13+ 0.09% |
$6.5K - $7.31K
|
15.1K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
13+ 0.36% |
$6.5K - $7.31K
|
3.65K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 1.19% |
$6.5K - $7.31K
|
1.11K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 1.43% |
$6.5K - $7.31K
|
925
$372K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13+ 0.4% |
$6.5K - $7.31K
|
3.29K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 2.5% |
$6.5K - $7.31K
|
534
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 0.54% |
$6K - $6.75K
|
2.22K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$6K - $6.75K
|
2.23K
$896K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.75% |
$6K - $6.75K
|
699
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 1.85% |
$5.5K - $6.19K
|
607
$244K
|