Institutional Ownership Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV). We have compiled data on the 1,862 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $79.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
2,091
shares
|
$842,150
0.02% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$841,344
0.03% of portfolio
|
Q3 2024
Reduced 61.18%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
2,086
shares
|
$840,136
0.07% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
2,083
shares
|
$838,928
0.04% of portfolio
|
Q3 2024
Added 261.01%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
2,060
shares
|
$829,665
0.08% of portfolio
|
Q2 2024
Added 1.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,057
shares
|
$828,456
0.03% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,052
shares
|
$826,443
0.0% of portfolio
|
Q3 2022
Added 5.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,042
shares
|
$822,415
0.01% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
2,024
shares
|
$815,166
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
2,013
shares
|
$810,735
0.24% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
2,009
shares
|
$809,124
0.2% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$805,500
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$805,500
0.65% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,998
shares
|
$804,694
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
1,997
shares
|
$804,291
0.96% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,972
shares
|
$794,223
0.38% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
1,970
shares
|
$793,417
0.02% of portfolio
|
Q3 2024
Added 50.84%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,970
shares
|
$793,417
0.03% of portfolio
|
Q3 2024
Added 26.04%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,967
shares
|
$792,209
0.1% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,967
shares
|
$792,209
0.34% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$791,403
0.71% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,961
shares
|
$789,792
0.11% of portfolio
|
Q3 2024
Added 791.36%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
1,953
shares
|
$786,570
0.02% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,947
shares
|
$784,154
0.37% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,938
shares
|
$780,529
0.07% of portfolio
|
Q2 2022
Added 58.85%
|