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 1,860 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $77.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$19,687
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$19,687
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
50
shares
|
$19,687
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$19,687
0.01% of portfolio
|
Q4 2022
Reduced 5.66%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
50
shares
|
$19,687
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
50
shares
|
$19,687
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
49
shares
|
$19,293
0.0% of portfolio
|
Q4 2022
Added 58.06%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
48
shares
|
$18,900
0.01% of portfolio
|
Q4 2023
Reduced 30.43%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$18,900
0.01% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
45
shares
|
$17,718
0.01% of portfolio
|
Q2 2021
Reduced 4.26%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
42
shares
|
$16,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
42
shares
|
$16,537
0.01% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
41
shares
|
$16,143
0.01% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
41
shares
|
$16,143
0.02% of portfolio
|
Q4 2023
Reduced 19.61%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
40
shares
|
$15,750
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$15,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
40
shares
|
$15,750
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
40
shares
|
$15,750
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
39
shares
|
$15,356
0.0% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
38
shares
|
$14,962
0.01% of portfolio
|
Q1 2024
Reduced 83.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
37
shares
|
$14,568
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
37
shares
|
$14,568
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
37
shares
|
$14,568
0.0% of portfolio
|
Q2 2024
Reduced 21.28%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
36
shares
|
$14,175
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
35
shares
|
$13,781
0.0% of portfolio
|
Q2 2024
Reduced 55.13%
|