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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
100+ 50.0% |
$49.7K - $54.8K
|
300
$121K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
100New |
$49.7K - $54.8K
|
100
$40.4K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 23.26% |
$49.7K - $54.8K
|
530
$214K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 12.96% |
$48.8K - $53.7K
|
854
$345K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
81+ 4.04% |
$40.3K - $44.4K
|
2.09K
$842K
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
79+ 8.95% |
$39.3K - $43.3K
|
962
$388K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
72+ 13.48% |
$35.8K - $39.4K
|
606
$245K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 14.19% |
$33.3K - $36.7K
|
539
$218K
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
60+ 6.38% |
$29.8K - $32.9K
|
1K
$404K
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
57+ 12.61% |
$28.4K - $31.2K
|
509
$206K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
53+ 9.69% |
$26.4K - $29K
|
600
$242K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$25.9K - $28.5K
|
52
$21K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
50+ 19.69% |
$24.9K - $27.4K
|
304
$123K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
50New |
$24.9K - $27.4K
|
50
$20.2K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
49+ 1.76% |
$24.4K - $26.8K
|
2.83K
$1.14M
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
35+ 1.73% |
$17.4K - $19.2K
|
2.06K
$832K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$16.4K - $18.1K
|
33
$13.3K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
31+ 344.44% |
$15.4K - $17K
|
40
$16.2K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 2.59% |
$12.9K - $14.2K
|
1.03K
$415K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$11.4K - $12.6K
|
23
$9.29K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
22+ 6.75% |
$10.9K - $12.1K
|
348
$141K
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 17.36% |
$10.4K - $11.5K
|
142
$57.3K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 13.79% |
$9.95K - $11K
|
165
$66.6K
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
17+ 3.28% |
$8.46K - $9.31K
|
536
$216K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 6.12% |
$7.46K - $8.22K
|
260
$105K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 214.29% |
$7.46K - $8.22K
|
22
$8.88K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 73.68% |
$6.96K - $7.67K
|
33
$13.3K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12New |
$5.97K - $6.57K
|
12
$4.85K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10+ 1.38% |
$4.97K - $5.48K
|
736
$297K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9New |
$4.48K - $4.93K
|
9
$3.63K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$4.48K - $4.93K
|
9
$3.63K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 9.3% |
$3.98K - $4.38K
|
94
$38K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
8New |
$3.98K - $4.38K
|
8
$3.23K
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
8+ 1.69% |
$3.98K - $4.38K
|
482
$195K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8+ 2.03% |
$3.98K - $4.38K
|
402
$162K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 175.0% |
$3.48K - $3.83K
|
11
$4.44K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7New |
$3.48K - $3.83K
|
7
$2.83K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6+ 0.29% |
$2.98K - $3.29K
|
2.11K
$850K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6+ 0.56% |
$2.98K - $3.29K
|
1.07K
$433K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
5New |
$2.49K - $2.74K
|
5
$2.02K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5+ 0.92% |
$2.49K - $2.74K
|
546
$220K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4+ 3.36% |
$1.99K - $2.19K
|
123
$49.7K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 33.33% |
$1.99K - $2.19K
|
16
$6.46K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.99K - $2.19K
|
4
$1.62K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.71% |
$1.49K - $1.64K
|
426
$172K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 150.0% |
$1.49K - $1.64K
|
5
$2.02K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3+ 0.76% |
$1.49K - $1.64K
|
396
$160K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3+ 4.76% |
$1.49K - $1.64K
|
66
$26.6K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3New |
$1.49K - $1.64K
|
3
$1.21K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$995 - $1.1K
|
2
$808
|