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 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 14.29% |
$11.2K - $12.6K
|
150
$59K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26- 0.62% |
$11.6K - $13.1K
|
4.16K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27- 32.93% |
$12.1K - $13.6K
|
55
$21.6K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27- 1.15% |
$12.1K - $13.6K
|
2.32K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27- 5.34% |
$12.1K - $13.6K
|
479
$188K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-27- 0.17% |
$12.1K - $13.6K
|
16.2K
$6.37M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-28- 0.52% |
$12.5K - $14.1K
|
5.4K
$2.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-29- 1.69% |
$12.9K - $14.6K
|
1.69K
$663K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 4.65% |
$12.9K - $14.6K
|
595
$234K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30- 3.35% |
$13.4K - $15.1K
|
865
$340K
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-30- 0.58% |
$13.4K - $15.1K
|
5.14K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-30- 2.57% |
$13.4K - $15.1K
|
1.14K
$447K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-30- 43.48% |
$13.4K - $15.1K
|
39
$15.3K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-30- 16.67% |
$13.4K - $15.1K
|
150
$59K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-31- 2.21% |
$13.8K - $15.6K
|
1.37K
$538K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-31- 0.83% |
$13.8K - $15.6K
|
3.72K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 5.95% |
$14.3K - $16.1K
|
506
$199K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-33- 1.43% |
$14.7K - $16.6K
|
2.28K
$896K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-33- 28.95% |
$14.7K - $16.6K
|
81
$31.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-34- 2.25% |
$15.2K - $17.1K
|
1.48K
$581K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-34- 4.63% |
$15.2K - $17.1K
|
701
$276K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-35- 1.53% |
$15.6K - $17.6K
|
2.25K
$883K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 6.89% |
$15.6K - $17.6K
|
473
$186K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-35- 6.82% |
$15.6K - $17.6K
|
478
$188K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-36- 2.4% |
$16.1K - $18.1K
|
1.47K
$576K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-36- 5.35% |
$16.1K - $18.1K
|
637
$250K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-36- 1.75% |
$16.1K - $18.1K
|
2.02K
$796K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-36- 0.11% |
$16.1K - $18.1K
|
33.2K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-36- 2.65% |
$16.1K - $18.1K
|
1.33K
$521K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-37- 6.63% |
$16.5K - $18.6K
|
521
$205K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-38- 5.84% |
$17K - $19.1K
|
613
$241K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-38- 2.39% |
$17K - $19.1K
|
1.55K
$610K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-38- 3.21% |
$17K - $19.1K
|
1.15K
$450K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-40- 4.08% |
$17.9K - $20.1K
|
940
$369K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-40- 7.95% |
$17.9K - $20.1K
|
463
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40- 4.19% |
$17.9K - $20.1K
|
915
$360K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-40- 4.92% |
$17.9K - $20.1K
|
773
$304K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-40- 1.58% |
$17.9K - $20.1K
|
2.5K
$981K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-42- 4.9% |
$18.7K - $21.1K
|
816
$321K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-42- 0.22% |
$18.7K - $21.1K
|
19.4K
$7.62M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 0.75% |
$19.6K - $22.1K
|
5.84K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-46- 2.33% |
$20.5K - $23.1K
|
1.93K
$758K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-46- 3.02% |
$20.5K - $23.1K
|
1.48K
$580K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-47- 1.63% |
$21K - $23.6K
|
2.83K
$1.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-50- 7.02% |
$22.3K - $25.1K
|
662
$260K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 7.32% |
$22.3K - $25.1K
|
633
$249K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 3.41% |
$22.3K - $25.1K
|
1.42K
$557K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-53- 6.95% |
$23.7K - $26.6K
|
710
$279K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-53- 10.33% |
$23.7K - $26.6K
|
460
$181K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-53- 10.41% |
$23.7K - $26.6K
|
456
$179K
|