Purchases and Sales Made in Q1 2023 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q1 2023. 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 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
97+ 6.61% |
$43.3K - $48.7K
|
1.57K
$544K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
97+ 3.65% |
$43.3K - $48.7K
|
2.75K
$958K
|
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
96+ 2.7% |
$42.8K - $48.2K
|
3.65K
$1.27M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
95+ 2.96% |
$42.4K - $47.7K
|
3.3K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
94+ 11.75% |
$42K - $47.2K
|
894
$311K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
94+ 3.04% |
$42K - $47.2K
|
3.19K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
93+ 1.76% |
$41.5K - $46.7K
|
5.39K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
BUY
|
- |
92+ 1.94% |
$41.1K - $46.2K
|
4.84K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
91+ 6.19% |
$40.6K - $45.7K
|
1.56K
$543K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
91New |
$40.6K - $45.7K
|
91
$31.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
90+ 15.65% |
$40.2K - $45.2K
|
665
$231K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
90+ 2.24% |
$40.2K - $45.2K
|
4.11K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
90+ 26.71% |
$40.2K - $45.2K
|
427
$149K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
89+ 1.8% |
$39.7K - $44.7K
|
5.05K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
84+ 4.2% |
$37.5K - $42.2K
|
2.08K
$725K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
83+ 18.95% |
$37K - $41.7K
|
521
$181K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
79+ 3.8% |
$35.3K - $39.7K
|
2.16K
$750K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
77+ 1.91% |
$34.4K - $38.7K
|
4.11K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 23.03% |
$33.9K - $38.2K
|
406
$141K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 9.81% |
$33.9K - $38.2K
|
851
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
75+ 7.03% |
$33.5K - $37.7K
|
1.14K
$397K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75+ 214.29% |
$33.5K - $37.7K
|
110
$38.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
75+ 21.19% |
$33.5K - $37.7K
|
429
$149K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
75+ 7.31% |
$33.5K - $37.7K
|
1.1K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
74+ 14.1% |
$33K - $37.2K
|
599
$208K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
74+ 5.59% |
$33K - $37.2K
|
1.4K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
74+ 14.1% |
$33K - $37.2K
|
599
$208K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
71+ 10.89% |
$31.7K - $35.7K
|
723
$251K
|
|
|
May 11, 2023
Q1 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
71+ 10.71% |
$31.7K - $35.7K
|
734
$255K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
70+ 4.83% |
$31.2K - $35.2K
|
1.52K
$528K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 4.12% |
$31.2K - $35.2K
|
1.77K
$616K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
70+ 7.89% |
$31.2K - $35.2K
|
957
$333K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
69+ 1.36% |
$30.8K - $34.7K
|
5.14K
$1.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
68+ 0.34% |
$30.3K - $34.1K
|
20.3K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
68+ 0.84% |
$30.3K - $34.1K
|
8.12K
$2.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
67+ 9.01% |
$29.9K - $33.6K
|
811
$282K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
67+ 2.7% |
$29.9K - $33.6K
|
2.55K
$888K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
65+ 0.64% |
$29K - $32.6K
|
10.2K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
65+ 0.8% |
$29K - $32.6K
|
8.16K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
65+ 0.35% |
$29K - $32.6K
|
18.8K
$6.53M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
64+ 1.02% |
$28.6K - $32.1K
|
6.32K
$2.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
63+ 1.01% |
$28.1K - $31.6K
|
6.31K
$2.2M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
63New |
$28.1K - $31.6K
|
63
$21.9K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
63+ 0.3% |
$28.1K - $31.6K
|
21.4K
$7.43M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
62+ 4.12% |
$27.7K - $31.1K
|
1.57K
$545K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
62+ 0.69% |
$27.7K - $31.1K
|
9.02K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
61+ 49.59% |
$27.2K - $30.6K
|
184
$64K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
61+ 19.24% |
$27.2K - $30.6K
|
378
$131K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
60+ 3.74% |
$26.8K - $30.1K
|
1.67K
$579K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
60+ 2.53% |
$26.8K - $30.1K
|
2.43K
$846K
|