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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
303+ 4.88% |
$135K - $152K
|
6.51K
$2.56M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
301+ 30.25% |
$134K - $151K
|
1.3K
$509K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
300+ 10.77% |
$134K - $151K
|
3.09K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
298+ 13.15% |
$133K - $150K
|
2.57K
$1.01M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
297+ 6.98% |
$133K - $149K
|
4.55K
$1.79M
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
295+ 0.73% |
$132K - $148K
|
40.8K
$16M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
292+ 0.27% |
$130K - $147K
|
107K
$42.2M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
284+ 6.97% |
$127K - $143K
|
4.36K
$1.71M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
283+ 32.2% |
$126K - $142K
|
1.16K
$457K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
280+ 7.99% |
$125K - $141K
|
3.78K
$1.49M
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
278+ 4.9% |
$124K - $140K
|
5.95K
$2.34M
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
276+ 0.48% |
$123K - $139K
|
58.2K
$22.9M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
274+ 20.21% |
$122K - $138K
|
1.63K
$641K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
269+ 3.37% |
$120K - $135K
|
8.24K
$3.24M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
268+ 10.19% |
$120K - $135K
|
2.9K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
266+ 1.43% |
$119K - $134K
|
18.8K
$7.4M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
263+ 3.82% |
$117K - $132K
|
7.14K
$2.81M
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
258+ 61.87% |
$115K - $130K
|
675
$265K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
254+ 12.07% |
$113K - $128K
|
2.36K
$927K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
252+ 13.5% |
$112K - $127K
|
2.12K
$832K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
251+ 13.18% |
$112K - $126K
|
2.16K
$847K
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
240+ 175.18% |
$107K - $121K
|
377
$148K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
239+ 14.16% |
$107K - $120K
|
1.93K
$757K
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
235+ 2.87% |
$105K - $118K
|
8.41K
$3.31M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
229+ 28.45% |
$102K - $115K
|
1.03K
$406K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
227+ 21.2% |
$101K - $114K
|
1.3K
$510K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
226New |
$101K - $113K
|
226
$88.8K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
226+ 93.78% |
$101K - $113K
|
467
$184K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
225+ 5.84% |
$100K - $113K
|
4.08K
$1.6M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
225+ 13.97% |
$100K - $113K
|
1.84K
$722K
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
220+ 5.39% |
$98.2K - $110K
|
4.3K
$1.69M
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
219+ 17.38% |
$97.7K - $110K
|
1.48K
$581K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
211+ 36.82% |
$94.2K - $106K
|
784
$308K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
211+ 22.33% |
$94.2K - $106K
|
1.16K
$454K
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
204+ 3.23% |
$91K - $102K
|
6.53K
$2.56M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
202New |
$90.2K - $101K
|
202
$79.4K
|
|
Apr 28, 2023
Q1 2023
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
200+ 0.16% |
$89.3K - $100K
|
124K
$48.9M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200+ 465.12% |
$89.3K - $100K
|
243
$95.5K
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
200+ 21.3% |
$89.3K - $100K
|
1.14K
$448K
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
199+ 5.25% |
$88.8K - $99.9K
|
3.99K
$1.57M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
197+ 10.2% |
$87.9K - $98.9K
|
2.13K
$837K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
194+ 22.51% |
$86.6K - $97.4K
|
1.06K
$415K
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
190+ 9.74% |
$84.8K - $95.4K
|
2.14K
$841K
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
190+ 35.19% |
$84.8K - $95.4K
|
730
$287K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
190+ 5.92% |
$84.8K - $95.4K
|
3.4K
$1.34M
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
188+ 1.61% |
$83.9K - $94.4K
|
11.9K
$4.66M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
187+ 3.56% |
$83.5K - $93.9K
|
5.44K
$2.14M
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
181+ 2.98% |
$80.8K - $90.9K
|
6.25K
$2.46M
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
180+ 0.64% |
$80.3K - $90.4K
|
28.1K
$11.1M
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
180New |
$80.3K - $90.4K
|
180
$70.7K
|