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 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-9- 0.06% |
$4.02K - $4.52K
|
14.1K
$5.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10- 0.31% |
$4.46K - $5.02K
|
3.19K
$1.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 10.2% |
$4.46K - $5.02K
|
88
$34.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 29.41% |
$4.46K - $5.02K
|
24
$9.43K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.66% |
$4.46K - $5.02K
|
1.5K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10- 0.3% |
$4.46K - $5.02K
|
3.31K
$1.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-11- 0.55% |
$4.91K - $5.52K
|
1.98K
$776K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-11- 0.58% |
$4.91K - $5.52K
|
1.88K
$740K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-11- 9.4% |
$4.91K - $5.52K
|
106
$41.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-12- 0.23% |
$5.36K - $6.03K
|
5.26K
$2.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-12- 0.69% |
$5.36K - $6.03K
|
1.74K
$682K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-12- 0.07% |
$5.36K - $6.03K
|
17.4K
$6.82M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 1.24% |
$5.36K - $6.03K
|
954
$375K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-12- 1.47% |
$5.36K - $6.03K
|
805
$316K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12- 57.14% |
$5.36K - $6.03K
|
9
$3.54K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-13- 0.79% |
$5.8K - $6.53K
|
1.63K
$639K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-13- 7.18% |
$5.8K - $6.53K
|
168
$66K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-13- 2.86% |
$5.8K - $6.53K
|
442
$174K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-13- 0.6% |
$5.8K - $6.53K
|
2.16K
$851K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-13- 2.73% |
$5.8K - $6.53K
|
464
$182K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-15- 2.27% |
$6.69K - $7.53K
|
646
$254K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-15- 53.57% |
$6.69K - $7.53K
|
13
$5.11K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-15- 2.26% |
$6.69K - $7.53K
|
648
$255K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-16- 1.59% |
$7.14K - $8.04K
|
993
$390K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-16- 1.07% |
$7.14K - $8.04K
|
1.48K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-16- 1.72% |
$7.14K - $8.04K
|
916
$360K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-17- 35.42% |
$7.59K - $8.54K
|
31
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 6.25% |
$7.59K - $8.54K
|
255
$100K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 35.29% |
$8.03K - $9.04K
|
33
$13K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-18- 0.3% |
$8.03K - $9.04K
|
5.99K
$2.35M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-18- 17.48% |
$8.03K - $9.04K
|
85
$33.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-19- 0.58% |
$8.48K - $9.54K
|
3.29K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19- 0.23% |
$8.48K - $9.54K
|
8.3K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-19- 2.66% |
$8.48K - $9.54K
|
696
$274K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.58% |
$8.48K - $9.54K
|
3.24K
$1.27M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-19- 1.19% |
$8.48K - $9.54K
|
1.58K
$619K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.68% |
$8.93K - $10K
|
2.93K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 29.85% |
$8.93K - $10K
|
47
$18.5K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-20- 1.99% |
$8.93K - $10K
|
987
$388K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-20- 0.51% |
$8.93K - $10K
|
3.91K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21- 1.65% |
$9.37K - $10.5K
|
1.25K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-21- 0.11% |
$9.37K - $10.5K
|
19.7K
$7.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-22- 11.17% |
$9.82K - $11K
|
175
$68.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 44.23% |
$10.3K - $11.6K
|
29
$11.4K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-23- 19.49% |
$10.3K - $11.6K
|
95
$37.3K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-23Closed |
$10.3K - $11.6K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-24- 0.58% |
$10.7K - $12.1K
|
4.13K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-24- 9.56% |
$10.7K - $12.1K
|
227
$89.2K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-24- 3.6% |
$10.7K - $12.1K
|
643
$253K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24- 34.29% |
$10.7K - $12.1K
|
46
$18.1K
|