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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
621
shares
|
$249,325
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
618
shares
|
$248,120
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
618
shares
|
$248,120
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
617
shares
|
$247,719
0.02% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
616
shares
|
$247,317
0.01% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
615
shares
|
$246,916
0.02% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
614
shares
|
$246,514
0.02% of portfolio
|
Q3 2024
Added 22.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
614
shares
|
$246,514
0.03% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
613
shares
|
$246,113
0.07% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
611
shares
|
$245,310
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
609
shares
|
$244,507
0.17% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
608
shares
|
$244,105
0.03% of portfolio
|
Q3 2022
Reduced 8.02%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
608
shares
|
$244,105
0.32% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
607
shares
|
$243,704
0.07% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
607
shares
|
$243,704
0.12% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
607
shares
|
$243,704
0.09% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
606
shares
|
$243,302
0.07% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
606
shares
|
$243,302
0.09% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
605
shares
|
$242,901
0.08% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
602
shares
|
$241,696
0.02% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
601
shares
|
$241,295
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
600
shares
|
$240,894
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 13, 2024 Q3 2024 |
600
shares
|
$240,894
0.06% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
600
shares
|
$240,894
0.19% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
596
shares
|
$239,288
0.16% of portfolio
|
Q3 2024
Reduced 1.49%
|