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 1,798 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 $107 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
9
shares
|
$4,846
0.0% of portfolio
|
Q1 2024
Reduced 84.75%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
8
shares
|
$4,307
0.0% of portfolio
|
Q4 2023
Reduced 52.94%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
8
shares
|
$4,307
0.0% of portfolio
|
Q1 2022
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
8
shares
|
$4,307
0.0% of portfolio
|
Q4 2022
Reduced 27.27%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
8
shares
|
$4,307
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hoey Investments, Inc
Coatesville, PA |
May 09, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q1 2023
New holding
|
|
Laffer Tengler Investments
Nashville, TN |
May 15, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q1 2024
New holding
|
|
Studio Investment Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q1 2024
New holding
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 13, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q3 2023
Added 40.0%
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q4 2023
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q4 2022
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q2 2023
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q1 2024
Added 75.0%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
7
shares
|
$3,769
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
6
shares
|
$3,230
0.0% of portfolio
|
Q1 2024
Reduced 80.0%
|
|
Shelter Mutual Insurance CO
|
May 06, 2024 Q1 2024 |
5
shares
|
$2,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
5
shares
|
$2,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
5
shares
|
$2,692
0.0% of portfolio
|
Q4 2019
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5
shares
|
$2,692
0.0% of portfolio
|
Q1 2023
New holding
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
5
shares
|
$2,692
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
Bay Harbor Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
5
shares
|
$2,692
0.0% of portfolio
|
Q4 2023
Reduced 96.77%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$2,153
0.0% of portfolio
|
Q1 2023
New holding
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
4
shares
|
$2,153
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
4
shares
|
$2,153
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
4
shares
|
$2,153
0.0% of portfolio
|
Q1 2024
New holding
|