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
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
30+ 4.69% |
$15K - $16.9K
|
670
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
30+ 0.63% |
$15K - $16.9K
|
4.83K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
644
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
643
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 5.64% |
$13.5K - $15.2K
|
506
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
25New |
$12.5K - $14.1K
|
25
$9.73K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
22+ 4.37% |
$11K - $12.4K
|
525
$204K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
20New |
$10K - $11.2K
|
20
$7.79K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
20+ 1.37% |
$10K - $11.2K
|
1.48K
$575K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 3.73% |
$9.5K - $10.7K
|
529
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18+ 3.32% |
$9K - $10.1K
|
560
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 60.0% |
$9K - $10.1K
|
48
$18.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17+ 2.83% |
$8.5K - $9.56K
|
617
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
17+ 1.69% |
$8.5K - $9.56K
|
1.02K
$397K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
17+ 3.24% |
$8.5K - $9.56K
|
542
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
16+ 2.39% |
$8K - $9K
|
686
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
16New |
$8K - $9K
|
16
$6.23K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 1.43% |
$6.5K - $7.31K
|
925
$360K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$6K - $6.75K
|
12
$4.67K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$6K - $6.75K
|
2.23K
$866K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 2.61% |
$5.5K - $6.19K
|
433
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
10+ 0.03% |
$5K - $5.62K
|
37.2K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10New |
$5K - $5.62K
|
10
$3.89K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 1.25% |
$5K - $5.62K
|
809
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9+ 1.82% |
$4.5K - $5.06K
|
503
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9+ 1.78% |
$4.5K - $5.06K
|
515
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 1.74% |
$4K - $4.5K
|
468
$182K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8+ 1.05% |
$4K - $4.5K
|
771
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6New |
$3K - $3.37K
|
6
$2.34K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6+ 1.1% |
$3K - $3.37K
|
552
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5+ 0.81% |
$2.5K - $2.81K
|
623
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
5+ 0.58% |
$2.5K - $2.81K
|
863
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
5+ 4.72% |
$2.5K - $2.81K
|
111
$43.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 1.22% |
$2.5K - $2.81K
|
416
$162K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.47% |
$2K - $2.25K
|
850
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.56K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
3+ 15.79% |
$1.5K - $1.69K
|
22
$8.56K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.5K - $1.69K
|
871
$339K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 40.0% |
$1K - $1.12K
|
7
$2.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 2.82% |
$1K - $1.12K
|
73
$28.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.4% |
$1K - $1.12K
|
499
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$1K - $1.12K
|
2
$779
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$1K - $1.12K
|
64
$24.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
867
$337K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 2.78% |
$500 - $562
|
37
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$500 - $562
|
414
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.21% |
$500 - $562
|
478
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.08% |
$500 - $562
|
1.26K
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.69% |
$500 - $562
|
60
$23.4K
|