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 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.16% |
$446 - $502
|
626
$246K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1- 2.7% |
$446 - $502
|
36
$14.1K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.23% |
$446 - $502
|
432
$170K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$446 - $502
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-2- 0.43% |
$893 - $1K
|
463
$182K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2- 4.55% |
$893 - $1K
|
42
$16.5K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2- 0.1% |
$893 - $1K
|
2.01K
$790K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2- 0.35% |
$893 - $1K
|
566
$222K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-3- 0.3% |
$1.34K - $1.51K
|
1.01K
$398K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3- 0.62% |
$1.34K - $1.51K
|
481
$189K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3- 0.66% |
$1.34K - $1.51K
|
455
$179K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3- 0.38% |
$1.34K - $1.51K
|
778
$306K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3- 0.12% |
$1.34K - $1.51K
|
2.4K
$945K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-3- 0.68% |
$1.34K - $1.51K
|
439
$173K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3- 0.59% |
$1.34K - $1.51K
|
508
$200K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-3- 0.21% |
$1.34K - $1.51K
|
1.44K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3- 0.24% |
$1.34K - $1.51K
|
1.27K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.49% |
$1.34K - $1.51K
|
199
$78.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 26.67% |
$1.79K - $2.01K
|
11
$4.32K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-4- 0.3% |
$1.79K - $2.01K
|
1.34K
$528K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4- 0.54% |
$1.79K - $2.01K
|
741
$291K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 19.05% |
$1.79K - $2.01K
|
17
$6.68K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4- 2.0% |
$1.79K - $2.01K
|
196
$77K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-5- 0.88% |
$2.23K - $2.51K
|
560
$220K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-5- 0.22% |
$2.23K - $2.51K
|
2.23K
$877K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5- 0.14% |
$2.23K - $2.51K
|
3.67K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5- 0.03% |
$2.23K - $2.51K
|
16.3K
$6.39M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 2.37% |
$2.23K - $2.51K
|
206
$81K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$2.23K - $2.51K
|
4.87K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 13.89% |
$2.23K - $2.51K
|
31
$12.2K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5- 0.43% |
$2.23K - $2.51K
|
1.17K
$459K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6- 0.35% |
$2.68K - $3.01K
|
1.69K
$663K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-6- 1.92% |
$2.68K - $3.01K
|
306
$120K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6- 0.72% |
$2.68K - $3.01K
|
830
$326K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 0.86% |
$2.68K - $3.01K
|
688
$270K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 7.45% |
$3.12K - $3.52K
|
87
$34.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7- 1.01% |
$3.12K - $3.52K
|
686
$270K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7- 1.28% |
$3.12K - $3.52K
|
541
$213K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-7- 0.37% |
$3.12K - $3.52K
|
1.88K
$737K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-7- 0.31% |
$3.12K - $3.52K
|
2.25K
$884K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-8- 1.2% |
$3.57K - $4.02K
|
658
$259K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.3% |
$3.57K - $4.02K
|
2.65K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.2% |
$3.57K - $4.02K
|
3.94K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-9- 1.64% |
$4.02K - $4.52K
|
539
$212K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-9- 0.15% |
$4.02K - $4.52K
|
5.94K
$2.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 0.34% |
$4.02K - $4.52K
|
2.63K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9- 0.71% |
$4.02K - $4.52K
|
1.27K
$498K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-9- 1.41% |
$4.02K - $4.52K
|
629
$247K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 9.68% |
$4.02K - $4.52K
|
84
$33K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 0.29% |
$4.02K - $4.52K
|
3.14K
$1.24M
|