Purchases and Sales Made in Q1 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q1 2024. 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 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
173+ 8.64% |
$80.4K - $90K
|
2.18K
$824K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
173+ 1.32% |
$80.4K - $90K
|
13.3K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
172+ 4.96% |
$79.9K - $89.4K
|
3.64K
$1.38M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
172+ 6.41% |
$79.9K - $89.4K
|
2.86K
$1.08M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
172+ 2.58% |
$79.9K - $89.4K
|
6.84K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
171+ 18.04% |
$79.4K - $88.9K
|
1.12K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
167+ 35.01% |
$77.6K - $86.8K
|
644
$244K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
165+ 2.04% |
$76.7K - $85.8K
|
8.27K
$3.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
163+ 2.57% |
$75.7K - $84.8K
|
6.52K
$2.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
162+ 1.77% |
$75.3K - $84.2K
|
9.32K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
162+ 77.51% |
$75.3K - $84.2K
|
371
$140K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
159+ 1.71% |
$73.9K - $82.7K
|
9.44K
$3.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
158+ 0.86% |
$73.4K - $82.2K
|
18.6K
$7.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
158+ 21.07% |
$73.4K - $82.2K
|
908
$344K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
156+ 3.33% |
$72.5K - $81.1K
|
4.85K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
154+ 70.0% |
$71.5K - $80.1K
|
374
$142K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
150+ 9.6% |
$69.7K - $78K
|
1.71K
$648K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
147+ 15.76% |
$68.3K - $76.4K
|
1.08K
$409K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
144+ 6.33% |
$66.9K - $74.9K
|
2.42K
$916K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
144+ 26.72% |
$66.9K - $74.9K
|
683
$258K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
144+ 31.3% |
$66.9K - $74.9K
|
604
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
143+ 14.39% |
$66.4K - $74.4K
|
1.14K
$430K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
143+ 20.75% |
$66.4K - $74.4K
|
832
$315K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
142+ 15.59% |
$66K - $73.8K
|
1.05K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
141+ 3.79% |
$65.5K - $73.3K
|
3.87K
$1.46M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
140+ 1.36% |
$65K - $72.8K
|
10.5K
$3.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
136+ 3.75% |
$63.2K - $70.7K
|
3.76K
$1.42M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
136+ 2.87% |
$63.2K - $70.7K
|
4.88K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
132+ 0.55% |
$61.3K - $68.6K
|
24.2K
$9.14M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
129+ 8.44% |
$59.9K - $67.1K
|
1.66K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
129+ 62.32% |
$59.9K - $67.1K
|
336
$127K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
127+ 10.37% |
$59K - $66K
|
1.35K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
127+ 0.25% |
$59K - $66K
|
51.6K
$19.5M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
127+ 16.8% |
$59K - $66K
|
883
$334K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
126+ 2.84% |
$58.5K - $65.5K
|
4.57K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
125+ 6.58% |
$58.1K - $65K
|
2.03K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
124+ 2.38% |
$57.6K - $64.5K
|
5.35K
$2.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
123+ 0.63% |
$57.1K - $64K
|
19.6K
$7.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
122New |
$56.7K - $63.4K
|
122
$46.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 11.23% |
$56.7K - $63.4K
|
1.21K
$457K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
121+ 1.01% |
$56.2K - $62.9K
|
12K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
121New |
$56.2K - $62.9K
|
121
$45.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
117+ 1671.43% |
$54.4K - $60.8K
|
124
$46.9K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
116+ 0.13% |
$53.9K - $60.3K
|
87.1K
$33M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
116+ 3.6% |
$53.9K - $60.3K
|
3.34K
$1.26M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
116+ 3.35% |
$53.9K - $60.3K
|
3.58K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
112+ 11.91% |
$52K - $58.2K
|
1.05K
$398K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
112+ 23.73% |
$52K - $58.2K
|
584
$221K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
110+ 7.24% |
$51.1K - $57.2K
|
1.63K
$617K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
110+ 6.19% |
$51.1K - $57.2K
|
1.89K
$715K
|