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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 11.23% |
$56.7K - $63.4K
|
1.21K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
121+ 1.01% |
$56.2K - $62.9K
|
12K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
121New |
$56.2K - $62.9K
|
121
$42.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
117+ 1671.43% |
$54.4K - $60.8K
|
124
$43.1K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
116+ 0.13% |
$53.9K - $60.3K
|
87.1K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
116+ 3.6% |
$53.9K - $60.3K
|
3.34K
$1.16M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
116+ 3.35% |
$53.9K - $60.3K
|
3.58K
$1.24M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
113+ 418.52% |
$52.5K - $58.8K
|
140
$48.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
112+ 11.91% |
$52K - $58.2K
|
1.05K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
112+ 23.73% |
$52K - $58.2K
|
584
$203K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
110+ 7.24% |
$51.1K - $57.2K
|
1.63K
$567K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
110+ 6.19% |
$51.1K - $57.2K
|
1.89K
$657K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
109+ 2.51% |
$50.6K - $56.7K
|
4.46K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
107+ 4.42% |
$49.7K - $55.6K
|
2.53K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
107+ 3.07% |
$49.7K - $55.6K
|
3.59K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
106+ 2.76% |
$49.2K - $55.1K
|
3.95K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105New |
$48.8K - $54.6K
|
105
$36.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
104+ 6.74% |
$48.3K - $54.1K
|
1.65K
$573K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104+ 3.32% |
$48.3K - $54.1K
|
3.23K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
104+ 6.93% |
$48.3K - $54.1K
|
1.61K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
104+ 0.82% |
$48.3K - $54.1K
|
12.8K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
104+ 1.31% |
$48.3K - $54.1K
|
8.07K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
101+ 1.82% |
$46.9K - $52.5K
|
5.66K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
100+ 20.0% |
$46.5K - $52K
|
600
$209K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
99+ 17.52% |
$46K - $51.5K
|
664
$231K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
99+ 0.54% |
$46K - $51.5K
|
18.5K
$6.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
97+ 9.19% |
$45.1K - $50.4K
|
1.15K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
96+ 13.58% |
$44.6K - $49.9K
|
803
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
94+ 0.09% |
$43.7K - $48.9K
|
99.7K
$34.7M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
93+ 15.0% |
$43.2K - $48.4K
|
713
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
92+ 12.6% |
$42.7K - $47.8K
|
822
$286K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
91+ 12.08% |
$42.3K - $47.3K
|
844
$294K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 23.91% |
$40.9K - $45.8K
|
456
$159K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
86+ 4.87% |
$40K - $44.7K
|
1.85K
$645K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
85+ 13.64% |
$39.5K - $44.2K
|
708
$246K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
85+ 4.69% |
$39.5K - $44.2K
|
1.9K
$660K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
83+ 10.75% |
$38.6K - $43.2K
|
855
$297K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
83+ 2.74% |
$38.6K - $43.2K
|
3.11K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
83+ 0.4% |
$38.6K - $43.2K
|
20.9K
$7.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
81+ 16.84% |
$37.6K - $42.1K
|
562
$195K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
79+ 11.83% |
$36.7K - $41.1K
|
747
$260K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
78+ 4.11% |
$36.2K - $40.6K
|
1.97K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
78New |
$36.2K - $40.6K
|
78
$27.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
77+ 0.15% |
$35.8K - $40K
|
51.9K
$18M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
75+ 13.66% |
$34.8K - $39K
|
624
$217K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 1.94% |
$34.8K - $39K
|
3.93K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
75+ 6.35% |
$34.8K - $39K
|
1.26K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
74+ 13.78% |
$34.4K - $38.5K
|
611
$213K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
73+ 1.42% |
$33.9K - $38K
|
5.2K
$1.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
71+ 1.57% |
$33K - $36.9K
|
4.6K
$1.6M
|