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 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
267+ 2.05% |
$124K - $146K
|
13.3K
$5.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
176+ 6.39% |
$81.9K - $96.2K
|
2.93K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
172New |
$80K - $94K
|
172
$74.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
150New |
$69.8K - $82K
|
150
$65.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
114New |
$53K - $62.3K
|
114
$49.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
111New |
$51.6K - $60.7K
|
111
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
99New |
$46.1K - $54.1K
|
99
$43K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
81+ 2.75% |
$37.7K - $44.3K
|
3.03K
$1.31M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
77New |
$35.8K - $42.1K
|
77
$33.4K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
70New |
$32.6K - $38.3K
|
70
$30.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
70+ 12.03% |
$32.6K - $38.3K
|
652
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65New |
$30.2K - $35.5K
|
65
$28.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
56New |
$26.1K - $30.6K
|
56
$24.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
55New |
$25.6K - $30.1K
|
55
$23.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
39New |
$18.1K - $21.3K
|
39
$16.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
38New |
$17.7K - $20.8K
|
38
$16.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
37New |
$17.2K - $20.2K
|
37
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32+ 800.0% |
$14.9K - $17.5K
|
36
$15.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31+ 0.87% |
$14.4K - $16.9K
|
3.6K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
27+ 0.73% |
$12.6K - $14.8K
|
3.75K
$1.63M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$10.7K - $12.6K
|
23
$9.99K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
19New |
$8.84K - $10.4K
|
19
$8.25K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
19+ 2.73% |
$8.84K - $10.4K
|
715
$311K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 58.06% |
$8.37K - $9.84K
|
49
$21.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
16New |
$7.44K - $8.75K
|
16
$6.95K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
10New |
$4.65K - $5.47K
|
10
$4.34K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
10New |
$4.65K - $5.47K
|
10
$4.34K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$3.26K - $3.83K
|
7
$3.04K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5New |
$2.33K - $2.73K
|
5
$2.17K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
4New |
$1.86K - $2.19K
|
4
$1.74K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
4New |
$1.86K - $2.19K
|
4
$1.74K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
3New |
$1.4K - $1.64K
|
3
$1.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$930 - $1.09K
|
2
$869
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
10.4KNew |
$4.62M - $5.25M
|
10.4K
$4.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4KNew |
$1.78M - $2.03M
|
4K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
3.1KNew |
$1.38M - $1.57M
|
3.1K
$1.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$1.21M - $1.38M
|
2.71K
$1.18M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.8K+ 4.95% |
$801K - $911K
|
38.1K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.5K+ 140.88% |
$669K - $760K
|
2.56K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.36K+ 29.33% |
$605K - $688K
|
5.98K
$2.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.34KNew |
$599K - $680K
|
1.34K
$583K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
942New |
$420K - $478K
|
942
$409K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
791New |
$353K - $401K
|
791
$344K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
769New |
$343K - $390K
|
769
$334K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
726New |
$324K - $368K
|
726
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
559New |
$249K - $283K
|
559
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
541+ 9.48% |
$241K - $274K
|
6.25K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
500+ 100.0% |
$223K - $254K
|
1K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
465New |
$207K - $236K
|
465
$202K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
437New |
$195K - $222K
|
437
$190K
|
|