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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
350+ 23.83% |
$152K - $171K
|
1.82K
$734K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
293New |
$127K - $143K
|
293
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258+ 6.15% |
$112K - $126K
|
4.45K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
250New |
$108K - $122K
|
250
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
231New |
$100K - $113K
|
231
$93.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
227+ 41.8% |
$98.4K - $111K
|
770
$311K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$86.7K - $97.6K
|
200
$80.8K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
195New |
$84.5K - $95.2K
|
195
$78.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
188+ 2.91% |
$81.5K - $91.8K
|
6.66K
$2.69M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
159New |
$68.9K - $77.6K
|
159
$64.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
131+ 18.74% |
$56.8K - $63.9K
|
830
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
119New |
$51.6K - $58.1K
|
119
$48K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
116+ 19.08% |
$50.3K - $56.6K
|
724
$292K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
99+ 2.86% |
$42.9K - $48.3K
|
3.57K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
85+ 36.64% |
$36.8K - $41.5K
|
317
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$36.4K - $41K
|
84
$33.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
79+ 15.28% |
$34.2K - $38.6K
|
596
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
78+ 10.86% |
$33.8K - $38.1K
|
796
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
74New |
$32.1K - $36.1K
|
74
$29.9K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
68New |
$29.5K - $33.2K
|
68
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
59New |
$25.6K - $28.8K
|
59
$23.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
58New |
$25.1K - $28.3K
|
58
$23.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
51+ 0.37% |
$22.1K - $24.9K
|
13.9K
$5.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50New |
$21.7K - $24.4K
|
50
$20.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
44+ 1.13% |
$19.1K - $21.5K
|
3.92K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
42+ 10.88% |
$18.2K - $20.5K
|
428
$173K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
40New |
$17.3K - $19.5K
|
40
$16.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31New |
$13.4K - $15.1K
|
31
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$10.4K - $11.7K
|
24
$9.69K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 40.35% |
$9.97K - $11.2K
|
80
$32.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$8.24K - $9.27K
|
19
$7.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
18New |
$7.8K - $8.79K
|
18
$7.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
18+ 2.95% |
$7.8K - $8.79K
|
628
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
16+ 2.28% |
$6.94K - $7.81K
|
718
$290K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$6.07K - $6.83K
|
14
$5.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$5.25K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$5.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11New |
$4.77K - $5.37K
|
11
$4.44K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10New |
$4.34K - $4.88K
|
10
$4.04K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$4.34K - $4.88K
|
10
$4.04K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
7+ 1.21% |
$3.03K - $3.42K
|
586
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7New |
$3.03K - $3.42K
|
7
$2.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
PUT |
6New |
$2.6K - $2.93K
|
6
$2.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5+ 0.05% |
$2.17K - $2.44K
|
10.2K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$434 - $488
|
203
$82K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 6.25% |
$434 - $488
|
17
$6.86K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.35% |
$434 - $488
|
75
$30.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.59MNew |
$1.07B - $1.23B
|
2.59M
$1.04B
|
|
|
Nov 14, 2023
Q3 2023
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
381KNew |
$158M - $181M
|
381K
$154M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
100KNew |
$41.5M - $47.7M
|
100K
$40.5M
|
|