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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-100- 7.14% |
$44.6K - $50.2K
|
1.3K
$492K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-100- 12.84% |
$44.6K - $50.2K
|
679
$257K
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-100- 3.6% |
$44.6K - $50.2K
|
2.68K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-100- 16.67% |
$44.6K - $50.2K
|
500
$189K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-102- 6.75% |
$45.5K - $51.2K
|
1.41K
$533K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-102- 2.69% |
$45.5K - $51.2K
|
3.69K
$1.4M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-102- 2.69% |
$45.5K - $51.2K
|
3.69K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-103- 1.2% |
$46K - $51.7K
|
8.5K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-104- 0.7% |
$46.4K - $52.2K
|
14.8K
$5.59M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-106- 58.56% |
$47.3K - $53.2K
|
75
$28.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-107- 29.0% |
$47.8K - $53.7K
|
262
$99.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-109- 11.44% |
$48.6K - $54.7K
|
844
$319K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-110- 5.38% |
$49.1K - $55.2K
|
1.94K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-110- 0.32% |
$49.1K - $55.2K
|
34.2K
$13M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-110- 2.64% |
$49.1K - $55.2K
|
4.05K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-112- 0.12% |
$50K - $56.2K
|
97.3K
$36.8M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-115- 3.26% |
$51.3K - $57.8K
|
3.42K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-116- 3.02% |
$51.8K - $58.3K
|
3.73K
$1.41M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-117- 13.73% |
$52.2K - $58.8K
|
735
$278K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-117- 11.9% |
$52.2K - $58.8K
|
866
$328K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-118- 1.64% |
$52.7K - $59.3K
|
7.09K
$2.68M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-119- 12.43% |
$53.1K - $59.8K
|
838
$317K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-119- 1.38% |
$53.1K - $59.8K
|
8.51K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-119- 11.11% |
$53.1K - $59.8K
|
952
$360K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-121- 2.17% |
$54K - $60.8K
|
5.45K
$2.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-122- 8.02% |
$54.4K - $61.3K
|
1.4K
$529K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-128- 33.42% |
$57.1K - $64.3K
|
255
$96.5K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-128- 0.28% |
$57.1K - $64.3K
|
46.4K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-128- 60.09% |
$57.1K - $64.3K
|
85
$32.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-134- 6.04% |
$59.8K - $67.3K
|
2.08K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-137- 9.98% |
$61.1K - $68.8K
|
1.24K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-139- 1.1% |
$62K - $69.8K
|
12.5K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-139- 0.4% |
$62K - $69.8K
|
34.4K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-147- 22.62% |
$65.6K - $73.8K
|
503
$190K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-148- 26.48% |
$66.1K - $74.3K
|
411
$156K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-148- 1.52% |
$66.1K - $74.3K
|
9.58K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-149- 3.24% |
$66.5K - $74.8K
|
4.45K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-150- 0.32% |
$66.9K - $75.3K
|
46.4K
$17.6M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-152- 12.46% |
$67.8K - $76.3K
|
1.07K
$404K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-160- 4.0% |
$71.4K - $80.4K
|
3.84K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-160- 1.8% |
$71.4K - $80.4K
|
8.74K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-162- 6.1% |
$72.3K - $81.4K
|
2.5K
$944K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-165- 1.27% |
$73.6K - $82.9K
|
12.8K
$4.84M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-174- 12.33% |
$77.7K - $87.4K
|
1.24K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-177- 23.2% |
$79K - $88.9K
|
586
$222K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-179- 1.68% |
$79.9K - $89.9K
|
10.5K
$3.97M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-182- 7.98% |
$81.2K - $91.4K
|
2.1K
$794K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-183- 0.28% |
$81.7K - $91.9K
|
65.2K
$24.7M
|
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-184- 2.72% |
$82.1K - $92.4K
|
6.57K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-185- 2.04% |
$82.6K - $92.9K
|
8.9K
$3.37M
|