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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.24KNew |
$971K - $1.09M
|
2.24K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.06KNew |
$892K - $1M
|
2.06K
$801K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.72KNew |
$743K - $837K
|
1.72K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.57KNew |
$682K - $768K
|
1.57K
$613K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.52KNew |
$657K - $740K
|
1.52K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
1.5K+ 9.38% |
$650K - $732K
|
17.5K
$6.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Fore Capital, LLC
|
BUY
|
- |
1.5KNew |
$650K - $732K
|
1.5K
$584K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.38KNew |
$598K - $673K
|
1.38K
$537K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.07KNew |
$465K - $524K
|
1.07K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.06KNew |
$461K - $519K
|
1.06K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1KNew |
$434K - $488K
|
1K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
983+ 4915.0% |
$426K - $480K
|
1K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
949New |
$411K - $463K
|
949
$369K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
866New |
$375K - $423K
|
866
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
789New |
$342K - $385K
|
789
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
720New |
$312K - $351K
|
720
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
595New |
$258K - $290K
|
595
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
593New |
$257K - $289K
|
593
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
551New |
$239K - $269K
|
551
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
533New |
$231K - $260K
|
533
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
507+ 11.72% |
$220K - $247K
|
4.83K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
486+ 3.25% |
$211K - $237K
|
15.4K
$6.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
463New |
$201K - $226K
|
463
$180K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
459New |
$199K - $224K
|
459
$179K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
458New |
$199K - $224K
|
458
$178K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
454New |
$197K - $222K
|
454
$177K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
450New |
$195K - $220K
|
450
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
447New |
$194K - $218K
|
447
$174K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
445New |
$193K - $217K
|
445
$173K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
442New |
$192K - $216K
|
442
$172K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
442New |
$192K - $216K
|
442
$172K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
435New |
$189K - $212K
|
435
$169K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
428New |
$186K - $209K
|
428
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
350+ 23.83% |
$152K - $171K
|
1.82K
$708K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
293New |
$127K - $143K
|
293
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258+ 6.15% |
$112K - $126K
|
4.45K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
250New |
$108K - $122K
|
250
$97.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
231New |
$100K - $113K
|
231
$89.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
227+ 41.8% |
$98.4K - $111K
|
770
$300K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$86.7K - $97.6K
|
200
$77.9K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
195New |
$84.5K - $95.2K
|
195
$75.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
188+ 2.91% |
$81.5K - $91.8K
|
6.66K
$2.59M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
159New |
$68.9K - $77.6K
|
159
$61.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
131+ 18.74% |
$56.8K - $63.9K
|
830
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
119New |
$51.6K - $58.1K
|
119
$46.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
99+ 2.86% |
$42.9K - $48.3K
|
3.57K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
85+ 36.64% |
$36.8K - $41.5K
|
317
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$36.4K - $41K
|
84
$32.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
79+ 15.28% |
$34.2K - $38.6K
|
596
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
78+ 10.86% |
$33.8K - $38.1K
|
796
$310K
|