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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
355+ 5.26% |
$152K - $178K
|
7.1K
$2.92M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
352+ 5.2% |
$151K - $177K
|
7.12K
$2.93M
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
350+ 10.7% |
$150K - $176K
|
3.62K
$1.49M
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
337+ 9.4% |
$144K - $169K
|
3.92K
$1.61M
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
329+ 5.76% |
$141K - $165K
|
6.04K
$2.48M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
328+ 61.42% |
$141K - $165K
|
862
$354K
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
325+ 23.62% |
$139K - $163K
|
1.7K
$699K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
320+ 0.72% |
$137K - $161K
|
44.5K
$18.3M
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
307+ 67.92% |
$132K - $154K
|
759
$312K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
306+ 52.13% |
$131K - $154K
|
893
$367K
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
303+ 2.39% |
$130K - $152K
|
13K
$5.33M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
300+ 375.0% |
$129K - $151K
|
380
$156K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
289+ 43.92% |
$124K - $145K
|
947
$389K
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
274+ 15.22% |
$117K - $138K
|
2.07K
$853K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
273+ 22.32% |
$117K - $137K
|
1.5K
$615K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
272+ 33.96% |
$117K - $137K
|
1.07K
$441K
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
272+ 55.06% |
$117K - $137K
|
766
$315K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
269+ 1.42% |
$115K - $135K
|
19.3K
$7.93M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
269+ 10.56% |
$115K - $135K
|
2.82K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
266+ 103.5% |
$114K - $134K
|
523
$215K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
266+ 3.47% |
$114K - $134K
|
7.94K
$3.26M
|
|
|
May 06, 2022
Q1 2022
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
260+ 0.14% |
$111K - $131K
|
191K
$78.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259+ 5.75% |
$111K - $130K
|
4.77K
$1.96M
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
258+ 28.54% |
$111K - $130K
|
1.16K
$478K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
257+ 35.89% |
$110K - $129K
|
973
$400K
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
254+ 11.22% |
$109K - $128K
|
2.52K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
253New |
$108K - $127K
|
253
$104K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
250+ 2.1% |
$107K - $126K
|
12.2K
$5M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
249+ 31.6% |
$107K - $125K
|
1.04K
$426K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
244+ 33.56% |
$105K - $123K
|
971
$399K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
240+ 7.47% |
$103K - $121K
|
3.45K
$1.42M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
239+ 5.38% |
$102K - $120K
|
4.68K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
239+ 2.57% |
$102K - $120K
|
9.55K
$3.93M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
239+ 2.05% |
$102K - $120K
|
11.9K
$4.89M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
238+ 8.66% |
$102K - $120K
|
2.99K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
229+ 7.01% |
$98.1K - $115K
|
3.5K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
226+ 5.53% |
$96.8K - $114K
|
4.32K
$1.77M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
224+ 7.52% |
$96K - $113K
|
3.2K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
219+ 30.98% |
$93.8K - $110K
|
926
$381K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
207+ 2.38% |
$88.7K - $104K
|
8.9K
$3.66M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
205+ 23.81% |
$87.8K - $103K
|
1.07K
$438K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
204+ 20.26% |
$87.4K - $103K
|
1.21K
$498K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
204+ 3.04% |
$87.4K - $103K
|
6.91K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
198+ 65.35% |
$84.8K - $99.5K
|
501
$206K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
196+ 4.7% |
$84K - $98.5K
|
4.37K
$1.79M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
196+ 200.0% |
$84K - $98.5K
|
294
$121K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
193+ 209.78% |
$82.7K - $97K
|
285
$117K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
191+ 34.54% |
$81.8K - $96K
|
744
$306K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
191+ 8.24% |
$81.8K - $96K
|
2.51K
$1.03M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
191+ 34.54% |
$81.8K - $96K
|
744
$306K
|