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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
11+ 1.6% |
$5.5K - $6.19K
|
700
$283K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.84% |
$5.5K - $6.19K
|
1.32K
$532K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 2.61% |
$5.5K - $6.19K
|
433
$175K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11+ 1.08% |
$5.5K - $6.19K
|
1.03K
$414K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
10+ 0.03% |
$5K - $5.62K
|
37.2K
$15M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10+ 8.47% |
$5K - $5.62K
|
128
$51.7K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.05% |
$5K - $5.62K
|
21.6K
$8.73M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$5K - $5.62K
|
10
$4.04K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 1.25% |
$5K - $5.62K
|
809
$327K
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
10+ 1.14% |
$5K - $5.62K
|
886
$358K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10+ 1.66% |
$5K - $5.62K
|
614
$248K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9+ 0.21% |
$4.5K - $5.06K
|
4.32K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
9+ 0.02% |
$4.5K - $5.06K
|
49.8K
$20.1M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9+ 1.82% |
$4.5K - $5.06K
|
503
$203K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
9+ 0.56% |
$4.5K - $5.06K
|
1.62K
$655K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
9+ 0.51% |
$4.5K - $5.06K
|
1.77K
$714K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9+ 1.06% |
$4.5K - $5.06K
|
857
$346K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9+ 1.78% |
$4.5K - $5.06K
|
515
$208K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 1.74% |
$4K - $4.5K
|
468
$189K
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8+ 1.05% |
$4K - $4.5K
|
771
$311K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
8+ 0.41% |
$4K - $4.5K
|
1.94K
$782K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7+ 0.32% |
$3.5K - $3.94K
|
2.17K
$875K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7+ 50.0% |
$3.5K - $3.94K
|
21
$8.48K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 4.46% |
$3.5K - $3.94K
|
164
$66.2K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 8.14% |
$3.5K - $3.94K
|
93
$37.5K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.33% |
$3.5K - $3.94K
|
2.12K
$856K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
7+ 0.22% |
$3.5K - $3.94K
|
3.12K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
6+ 0.36% |
$3K - $3.37K
|
1.66K
$669K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.51% |
$3K - $3.37K
|
1.18K
$476K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6New |
$3K - $3.37K
|
6
$2.42K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.04% |
$3K - $3.37K
|
14.6K
$5.89M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.8% |
$3K - $3.37K
|
754
$304K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
6+ 0.36% |
$3K - $3.37K
|
1.67K
$674K
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6+ 1.1% |
$3K - $3.37K
|
552
$223K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.3% |
$3K - $3.37K
|
2K
$806K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5+ 0.81% |
$2.5K - $2.81K
|
623
$252K
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.27% |
$2.5K - $2.81K
|
1.85K
$746K
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
5+ 0.58% |
$2.5K - $2.81K
|
863
$348K
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
5+ 4.72% |
$2.5K - $2.81K
|
111
$44.8K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 0.46% |
$2.5K - $2.81K
|
1.1K
$443K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 1.22% |
$2.5K - $2.81K
|
416
$168K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.82% |
$2.5K - $2.81K
|
618
$250K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.57% |
$2K - $2.25K
|
709
$286K
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
4+ 0.09% |
$2K - $2.25K
|
4.37K
$1.76M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.62K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4+ 2.22% |
$2K - $2.25K
|
184
$74.3K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.62K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 3.28% |
$2K - $2.25K
|
126
$50.9K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 0.31% |
$2K - $2.25K
|
1.32K
$531K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.28% |
$2K - $2.25K
|
1.41K
$568K
|