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
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.08% |
$857 - $1K
|
2.45K
$691K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2+ 0.18% |
$857 - $1K
|
1.12K
$316K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.09% |
$857 - $1K
|
2.23K
$627K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2+ 0.11% |
$857 - $1K
|
1.81K
$510K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$428 - $502
|
990
$279K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1New |
$428 - $502
|
1
$281
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$428 - $502
|
1.05K
$294K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$428 - $502
|
1
$281
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.45% |
$428 - $502
|
225
$63.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.09% |
$428 - $502
|
1.11K
$312K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$428 - $502
|
2.21K
$621K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1+ 0.11% |
$428 - $502
|
952
$268K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.15% |
$428 - $502
|
658
$185K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.07% |
$428 - $502
|
1.47K
$413K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.32% |
$428 - $502
|
313
$88.1K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.21% |
$428 - $502
|
477
$134K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.11% |
$428 - $502
|
869
$245K
|
|
|
May 03, 2022
Q1 2022
|
Capital Management Corp
|
SELL
|
- |
-1- 0.13% |
$428 - $502
|
760
$214K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.61% |
$428 - $502
|
61
$17.2K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1- 0.18% |
$428 - $502
|
546
$154K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.07% |
$428 - $502
|
1.5K
$421K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.04% |
$428 - $502
|
2.83K
$795K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.1% |
$428 - $502
|
979
$275K
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1- 0.09% |
$428 - $502
|
1.1K
$308K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2- 18.18% |
$857 - $1K
|
9
$2.53K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 11.76% |
$857 - $1K
|
15
$4.22K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2- 1.8% |
$857 - $1K
|
109
$30.7K
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2- 0.35% |
$857 - $1K
|
573
$161K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3Closed |
$1.29K - $1.51K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-4- 0.17% |
$1.71K - $2.01K
|
2.35K
$660K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-4- 0.52% |
$1.71K - $2.01K
|
772
$217K
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-4- 0.37% |
$1.71K - $2.01K
|
1.08K
$304K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-4- 0.21% |
$1.71K - $2.01K
|
1.88K
$528K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4- -0.0% |
$1.71K - $2.01K
|
80.4K
$22.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4- 0.2% |
$1.71K - $2.01K
|
1.95K
$549K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5- 0.16% |
$2.14K - $2.51K
|
3.09K
$870K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5Closed |
$2.14K - $2.51K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Poplar Forest Capital LLC
|
SELL
|
- |
-5- 0.57% |
$2.14K - $2.51K
|
873
$246K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5Closed |
$2.14K - $2.51K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.72% |
$2.14K - $2.51K
|
691
$194K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.15% |
$2.14K - $2.51K
|
3.41K
$958K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 0.09% |
$2.14K - $2.51K
|
5.39K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5- 0.79% |
$2.14K - $2.51K
|
627
$176K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.33% |
$2.14K - $2.51K
|
1.51K
$424K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-6- 1.12% |
$2.57K - $3.01K
|
532
$150K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-6- 0.07% |
$2.57K - $3.01K
|
8.61K
$2.42M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-6- 50.0% |
$2.57K - $3.01K
|
6
$1.69K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6Closed |
$2.57K - $3.01K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-6- 0.19% |
$2.57K - $3.01K
|
3.08K
$866K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-6- 0.78% |
$2.57K - $3.01K
|
759
$214K
|