Purchases and Sales Made in Q1 2022 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q1 2022. The information is specifically focused on institutions that hold shares of Elevance Health, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
46+ 3.97% |
$19.7K - $23.1K
|
1.21K
$339K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
45+ 9.02% |
$19.3K - $22.6K
|
544
$153K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
45+ 6.93% |
$19.3K - $22.6K
|
694
$195K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
45+ 9.04% |
$19.3K - $22.6K
|
543
$153K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
44+ 4.45% |
$18.9K - $22.1K
|
1.03K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
44+ 122.22% |
$18.9K - $22.1K
|
80
$22.5K
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
43+ 2.98% |
$18.4K - $21.6K
|
1.49K
$418K
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40+ 100.0% |
$17.1K - $20.1K
|
80
$22.5K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
40+ 3.55% |
$17.1K - $20.1K
|
1.17K
$329K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
40+ 2.81% |
$17.1K - $20.1K
|
1.46K
$412K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
40New |
$17.1K - $20.1K
|
40
$11.3K
|
|
|
May 28, 2025
Q1 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
39+ 3.19% |
$16.7K - $19.6K
|
1.26K
$355K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
38New |
$16.3K - $19.1K
|
38
$10.7K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
38+ 7.21% |
$16.3K - $19.1K
|
565
$159K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
38+ 4.55% |
$16.3K - $19.1K
|
874
$246K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
38+ 118.75% |
$16.3K - $19.1K
|
70
$19.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
36+ 0.33% |
$15.4K - $18.1K
|
10.9K
$3.06M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33New |
$14.1K - $16.6K
|
33
$9.29K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
33+ 6.8% |
$14.1K - $16.6K
|
518
$146K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
32+ 2.28% |
$13.7K - $16.1K
|
1.44K
$404K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
31+ 0.2% |
$13.3K - $15.6K
|
15.8K
$4.44M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
31+ 3.16% |
$13.3K - $15.6K
|
1.01K
$285K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
31+ 7.08% |
$13.3K - $15.6K
|
469
$132K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31+ 34.07% |
$13.3K - $15.6K
|
122
$34.3K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
31+ 1.07% |
$13.3K - $15.6K
|
2.94K
$827K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.49% |
$12.9K - $15.1K
|
6.21K
$1.75M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 63.83% |
$12.9K - $15.1K
|
77
$21.7K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29+ 1.0% |
$12.4K - $14.6K
|
2.93K
$824K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
29+ 2.51% |
$12.4K - $14.6K
|
1.19K
$334K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$11.1K - $13.1K
|
26
$7.32K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 21.93% |
$10.7K - $12.6K
|
139
$39.1K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25+ 1.59% |
$10.7K - $12.6K
|
1.6K
$450K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
24+ 2.91% |
$10.3K - $12.1K
|
850
$239K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
24+ 1.08% |
$10.3K - $12.1K
|
2.25K
$633K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23+ 1.46% |
$9.85K - $11.6K
|
1.6K
$449K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
23New |
$9.85K - $11.6K
|
23
$6.47K
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
22+ 110.0% |
$9.43K - $11.1K
|
42
$11.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22+ 2.74% |
$9.43K - $11.1K
|
826
$232K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
20+ 0.57% |
$8.57K - $10K
|
3.55K
$998K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
20+ 0.1% |
$8.57K - $10K
|
20.8K
$5.84M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 39.22% |
$8.57K - $10K
|
71
$20K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
19+ 3.29% |
$8.14K - $9.55K
|
597
$168K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 6.77% |
$7.71K - $9.04K
|
284
$79.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
18+ 3.97% |
$7.71K - $9.04K
|
471
$133K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18+ 0.52% |
$7.71K - $9.04K
|
3.48K
$978K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 3.39% |
$7.28K - $8.54K
|
519
$146K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
17+ 3.3% |
$7.28K - $8.54K
|
532
$150K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 9.83% |
$7.28K - $8.54K
|
190
$53.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17New |
$7.28K - $8.54K
|
17
$4.78K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 0.95% |
$6.86K - $8.04K
|
1.7K
$478K
|