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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
395New |
$184K - $205K
|
395
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
395New |
$184K - $205K
|
395
$154K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
393New |
$183K - $204K
|
393
$153K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
386New |
$179K - $201K
|
386
$150K
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
313+ 66.45% |
$145K - $163K
|
784
$305K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
262+ 24.21% |
$122K - $136K
|
1.34K
$523K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
243New |
$113K - $126K
|
243
$94.6K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
234+ 25.97% |
$109K - $122K
|
1.14K
$442K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$92.9K - $104K
|
200
$77.9K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
187+ 14.11% |
$86.9K - $97.2K
|
1.51K
$589K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
175New |
$81.3K - $91K
|
175
$68.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
141+ 3.79% |
$65.5K - $73.3K
|
3.87K
$1.5M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
113+ 418.52% |
$52.5K - $58.8K
|
140
$54.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
112+ 11.91% |
$52K - $58.2K
|
1.05K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
100+ 20.0% |
$46.5K - $52K
|
600
$234K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
99+ 17.52% |
$46K - $51.5K
|
664
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
73+ 1.42% |
$33.9K - $38K
|
5.2K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
70New |
$32.5K - $36.4K
|
70
$27.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61New |
$28.3K - $31.7K
|
61
$23.7K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
55+ 8.77% |
$25.6K - $28.6K
|
682
$265K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
54New |
$25.1K - $28.1K
|
54
$21K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
35New |
$16.3K - $18.2K
|
35
$13.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
28+ 4.49% |
$13K - $14.6K
|
651
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 7.45% |
$12.1K - $13.5K
|
375
$146K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$6.23K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$6.23K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.75% |
$6.5K - $7.28K
|
1.88K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9New |
$4.18K - $4.68K
|
9
$3.5K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9New |
$4.18K - $4.68K
|
9
$3.5K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7New |
$3.25K - $3.64K
|
7
$2.72K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7New |
$3.25K - $3.64K
|
7
$2.72K
|
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$1.95K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$1.95K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3+ 0.49% |
$1.39K - $1.56K
|
616
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$1.39K - $1.56K
|
3.95K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 9.09% |
$929 - $1.04K
|
24
$9.34K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$465 - $520
|
3
$1.17K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 33.33% |
$465 - $520
|
4
$1.56K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
40.1KNew |
$17.4M - $19.5M
|
40.1K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
39.7KNew |
$17.2M - $19.4M
|
39.7K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
24KNew |
$10.4M - $11.7M
|
24K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
22.1K+ 61.31% |
$9.59M - $10.8M
|
58.2K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
17.4KNew |
$7.53M - $8.48M
|
17.4K
$6.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
10KNew |
$4.34M - $4.88M
|
10K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.77KNew |
$2.93M - $3.3M
|
6.77K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.99K+ 56.51% |
$2.16M - $2.44M
|
13.8K
$5.38M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.77KNew |
$2.07M - $2.33M
|
4.77K
$1.85M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$1.63M - $1.84M
|
3.76K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
3.2KNew |
$1.39M - $1.56M
|
3.2K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 262.93% |
$1.13M - $1.27M
|
3.59K
$1.4M
|
|