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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
25+ 0.62% |
$11.2K - $12.6K
|
4.09K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
25+ 0.72% |
$11.2K - $12.6K
|
3.48K
$1.32M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24+ 3.26% |
$10.7K - $12.1K
|
761
$288K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 21.1% |
$10.3K - $11.6K
|
132
$50K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
23+ 0.75% |
$10.3K - $11.6K
|
3.1K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
23+ 1.22% |
$10.3K - $11.6K
|
1.92K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
23+ 4.88% |
$10.3K - $11.6K
|
494
$187K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.29% |
$9.82K - $11K
|
7.51K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
21+ 4.22% |
$9.37K - $10.5K
|
519
$196K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 2.74% |
$9.37K - $10.5K
|
787
$298K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20+ 2.44% |
$8.93K - $10K
|
841
$318K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
20+ 0.17% |
$8.93K - $10K
|
11.5K
$4.36M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
20+ 1000.0% |
$8.93K - $10K
|
22
$8.33K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
20+ 2.31% |
$8.93K - $10K
|
884
$335K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
20+ 3.57% |
$8.93K - $10K
|
580
$220K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
19New |
$8.48K - $9.54K
|
19
$7.19K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19+ 50.0% |
$8.48K - $9.54K
|
57
$21.6K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19+ 4.12% |
$8.48K - $9.54K
|
480
$182K
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
19+ 2.48% |
$8.48K - $9.54K
|
784
$297K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
19New |
$8.48K - $9.54K
|
19
$7.19K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
18+ 0.3% |
$8.03K - $9.04K
|
5.93K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
18+ 0.75% |
$8.03K - $9.04K
|
2.41K
$912K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18New |
$8.03K - $9.04K
|
18
$6.81K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17+ 2.05% |
$7.59K - $8.54K
|
846
$320K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
16New |
$7.14K - $8.04K
|
16
$6.06K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.6% |
$6.69K - $7.53K
|
952
$360K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
15+ 2.06% |
$6.69K - $7.53K
|
742
$281K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
15New |
$6.69K - $7.53K
|
15
$5.68K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
15+ 3.45% |
$6.69K - $7.53K
|
450
$170K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
14+ 0.07% |
$6.25K - $7.03K
|
18.9K
$7.15M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14+ 1.54% |
$6.25K - $7.03K
|
926
$350K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
14+ 0.25% |
$6.25K - $7.03K
|
5.66K
$2.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
13+ 1.56% |
$5.8K - $6.53K
|
845
$320K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12+ 7.02% |
$5.36K - $6.03K
|
183
$69.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 27.03% |
$4.46K - $5.02K
|
47
$17.8K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
10+ 2.33% |
$4.46K - $5.02K
|
440
$167K
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
10+ 0.01% |
$4.46K - $5.02K
|
139K
$52.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
9+ 0.13% |
$4.02K - $4.52K
|
6.94K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 4.95% |
$4.02K - $4.52K
|
191
$72.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9New |
$4.02K - $4.52K
|
9
$3.41K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
9+ 1.0% |
$4.02K - $4.52K
|
912
$345K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 1.27% |
$3.57K - $4.02K
|
638
$241K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
8+ 1.81% |
$3.57K - $4.02K
|
450
$170K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7+ 1.02% |
$3.12K - $3.52K
|
693
$262K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.34% |
$3.12K - $3.52K
|
2.07K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$3.12K - $3.52K
|
7
$2.65K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.93% |
$3.12K - $3.52K
|
760
$288K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.75% |
$2.68K - $3.01K
|
807
$305K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.57% |
$2.68K - $3.01K
|
1.06K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.77% |
$2.68K - $3.01K
|
782
$296K
|