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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
908New |
$376K - $432K
|
908
$316K
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
568New |
$235K - $270K
|
568
$198K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
566New |
$234K - $269K
|
566
$197K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
516New |
$214K - $246K
|
516
$179K
|
|
Oct 25, 2023
Q3 2023
|
Hikari Power LTD
|
BUY
|
- |
510New |
$211K - $243K
|
510
$177K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
500New |
$207K - $238K
|
500
$174K
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
490New |
$203K - $233K
|
490
$170K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
455+ 3.71% |
$188K - $217K
|
12.7K
$4.42M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
429+ 0.73% |
$178K - $204K
|
59.2K
$20.6M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
411+ 7.8% |
$170K - $196K
|
5.68K
$1.98M
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
300New |
$124K - $143K
|
300
$104K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
291+ 27.2% |
$121K - $138K
|
1.36K
$473K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
284+ 9.2% |
$118K - $135K
|
3.37K
$1.17M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
248+ 3.83% |
$103K - $118K
|
6.73K
$2.34M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
225New |
$93.2K - $107K
|
225
$78.3K
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
214+ 15.97% |
$88.6K - $102K
|
1.55K
$541K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
174+ 1.04% |
$72.1K - $82.8K
|
16.8K
$5.85M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
118New |
$48.9K - $56.2K
|
118
$41K
|
|
Nov 14, 2023
Q3 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
80+ 2.23% |
$33.1K - $38.1K
|
3.67K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
30+ 5.37% |
$12.4K - $14.3K
|
589
$205K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.19% |
$7.87K - $9.04K
|
1.62K
$563K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
15+ 1.12% |
$6.21K - $7.14K
|
1.35K
$470K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$4.14K - $4.76K
|
10
$3.48K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 7.44% |
$3.73K - $4.28K
|
130
$45.2K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6New |
$2.48K - $2.86K
|
6
$2.09K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$1.74K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$1.74K
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 40.0% |
$828 - $952
|
7
$2.43K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 5.26% |
$414 - $476
|
20
$6.96K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
185KNew |
$80.9M - $92M
|
185K
$64.5M
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
41.7K+ 216.33% |
$18.2M - $20.7M
|
61K
$21.2M
|
|
Jul 06, 2023
Q2 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
26.2K+ 47.53% |
$11.4M - $13M
|
81.2K
$28.2M
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
13KNew |
$5.67M - $6.45M
|
13K
$4.52M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.41K+ 4.35% |
$3.23M - $3.67M
|
178K
$61.8M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.08K+ 228.73% |
$2.65M - $3.01M
|
8.73K
$3.04M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.65KNew |
$2.03M - $2.31M
|
4.65K
$1.62M
|
|
Aug 09, 2023
Q2 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
4.46K+ 42.27% |
$1.94M - $2.21M
|
15K
$5.22M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.89K+ 31.62% |
$1.26M - $1.43M
|
12K
$4.18M
|
|
Jul 19, 2023
Q2 2023
|
Polianta LTD
|
BUY
|
- |
2.5KNew |
$1.09M - $1.24M
|
2.5K
$870K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.01KNew |
$875K - $995K
|
2.01K
$698K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
2KNew |
$873K - $992K
|
2K
$696K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.1KNew |
$480K - $546K
|
1.1K
$383K
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$243K
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$243K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
559New |
$244K - $277K
|
559
$194K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
496+ 7.14% |
$216K - $246K
|
7.45K
$2.59M
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
486New |
$212K - $241K
|
486
$169K
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
403+ 42.07% |
$176K - $200K
|
1.36K
$473K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
400New |
$175K - $198K
|
400
$139K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
258New |
$113K - $128K
|
258
$89.7K
|