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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
10
shares
|
$3,937
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
9
shares
|
$3,543
0.0% of portfolio
|
Q2 2024
Reduced 18.18%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9
shares
|
$3,543
0.0% of portfolio
|
Q4 2020
Reduced 60.87%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
9
shares
|
$3,543
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
9
shares
|
$3,543
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
8
shares
|
$3,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q1 2024
Added 75.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
7
shares
|
$2,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
6
shares
|
$2,362
0.0% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
6
shares
|
$2,362
0.0% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
6
shares
|
$2,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$1,968
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
5
shares
|
$1,968
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5
shares
|
$1,968
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,968
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,968
0.0% of portfolio
|
Q2 2024
Added 150.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,968
0.0% of portfolio
|
Q4 2023
Reduced 96.77%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5
shares
|
$1,968
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
5
shares
|
$1,968
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|