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 |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
35
shares
|
$13,781
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
35
shares
|
$13,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
33
shares
|
$12,993
0.0% of portfolio
|
Q2 2024
Added 73.68%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
31
shares
|
$12,206
0.0% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
31
shares
|
$12,206
0.0% of portfolio
|
Q2 2024
Reduced 24.39%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
31
shares
|
$12,206
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
31
shares
|
$12,206
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
31
shares
|
$12,206
0.0% of portfolio
|
Q2 2023
Reduced 91.76%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
31
shares
|
$12,206
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
30
shares
|
$11,812
0.01% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$11,812
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
30
shares
|
$11,812
0.0% of portfolio
|
Q3 2021
Reduced 83.78%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$11,418
0.0% of portfolio
|
Q2 2023
Reduced 38.3%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
29
shares
|
$11,418
0.0% of portfolio
|
Q1 2024
Reduced 38.3%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
29
shares
|
$11,418
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
28
shares
|
$11,025
0.01% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
28
shares
|
$11,025
0.0% of portfolio
|
Q3 2019
Reduced 86.92%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
27
shares
|
$10,631
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
27
shares
|
$10,631
0.01% of portfolio
|
Q3 2024
Reduced 80.71%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$10,237
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$9,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$9,843
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
24
shares
|
$9,450
0.01% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
22
shares
|
$8,662
0.0% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
22
shares
|
$8,662
0.0% of portfolio
|
Q2 2024
Added 214.29%
|