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 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
742+ 1.25% |
$331K - $373K
|
60.2K
$24.7M
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
728New |
$325K - $366K
|
728
$299K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
720+ 64.63% |
$321K - $362K
|
1.83K
$754K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
712+ 2.06% |
$318K - $358K
|
35.3K
$14.5M
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
710New |
$317K - $357K
|
710
$292K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
709+ 65.83% |
$316K - $356K
|
1.79K
$734K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
708+ 86.13% |
$316K - $356K
|
1.53K
$629K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
708+ 15.51% |
$316K - $356K
|
5.27K
$2.17M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 1.02% |
$312K - $352K
|
69.6K
$28.6M
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
698New |
$312K - $351K
|
698
$287K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
695+ 66.38% |
$310K - $349K
|
1.74K
$716K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
659+ 15.66% |
$294K - $331K
|
4.87K
$2M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
652+ 12.23% |
$291K - $327K
|
5.98K
$2.46M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
649New |
$290K - $326K
|
649
$267K
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
640New |
$286K - $321K
|
640
$263K
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
637+ 40.5% |
$284K - $320K
|
2.21K
$909K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
624New |
$278K - $313K
|
624
$257K
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
608New |
$271K - $305K
|
608
$250K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
608+ 19.9% |
$271K - $305K
|
3.66K
$1.51M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
606New |
$270K - $304K
|
606
$249K
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
602New |
$269K - $302K
|
602
$248K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
601+ 34.4% |
$268K - $302K
|
2.35K
$965K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600New |
$268K - $301K
|
600
$247K
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
591New |
$264K - $297K
|
591
$243K
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
580New |
$259K - $291K
|
580
$238K
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
573+ 102.87% |
$256K - $288K
|
1.13K
$465K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
563New |
$251K - $283K
|
563
$231K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
561New |
$250K - $282K
|
561
$231K
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
552+ 14.33% |
$246K - $277K
|
4.41K
$1.81M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
536+ 49.68% |
$239K - $269K
|
1.62K
$664K
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
531+ 87.48% |
$237K - $267K
|
1.14K
$468K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
524+ 9.68% |
$234K - $263K
|
5.94K
$2.44M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
524+ 18.08% |
$234K - $263K
|
3.42K
$1.41M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
521+ 1.47% |
$233K - $262K
|
35.9K
$14.8M
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
518New |
$231K - $260K
|
518
$213K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
516+ 0.5% |
$230K - $259K
|
104K
$42.7M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
513New |
$229K - $258K
|
513
$211K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
513+ 95.53% |
$229K - $258K
|
1.05K
$432K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
509+ 17.42% |
$227K - $256K
|
3.43K
$1.41M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
504New |
$225K - $253K
|
504
$207K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 4545.45% |
$223K - $251K
|
511
$210K
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
500New |
$223K - $251K
|
500
$206K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
497+ 35.53% |
$222K - $250K
|
1.9K
$780K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
493New |
$220K - $248K
|
493
$203K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
491+ 2.64% |
$219K - $247K
|
19.1K
$7.84M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
488New |
$218K - $245K
|
488
$201K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
483+ 52.96% |
$216K - $243K
|
1.4K
$574K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
481+ 4.33% |
$215K - $242K
|
11.6K
$4.77M
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
478New |
$213K - $240K
|
478
$197K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
475New |
$212K - $239K
|
475
$195K
|