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 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 1.44% |
$29.7K - $33.3K
|
4.5K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
64+ 3.13% |
$29.7K - $33.3K
|
2.11K
$799K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
63+ 1.25% |
$29.3K - $32.8K
|
5.1K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
63+ 0.6% |
$29.3K - $32.8K
|
10.5K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
62+ 5.59% |
$28.8K - $32.2K
|
1.17K
$444K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61New |
$28.3K - $31.7K
|
61
$23.1K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
61+ 2.87% |
$28.3K - $31.7K
|
2.19K
$828K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
61+ 14.12% |
$28.3K - $31.7K
|
493
$187K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 85.71% |
$27.9K - $31.2K
|
130
$49.2K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 9.38% |
$27.9K - $31.2K
|
700
$265K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
58+ 4.42% |
$26.9K - $30.2K
|
1.37K
$518K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
58+ 1.61% |
$26.9K - $30.2K
|
3.67K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
57+ 5.58% |
$26.5K - $29.6K
|
1.08K
$408K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
56+ 1.4% |
$26K - $29.1K
|
4.04K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
56+ 8.1% |
$26K - $29.1K
|
747
$283K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
56+ 0.12% |
$26K - $29.1K
|
48.6K
$18.4M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56New |
$26K - $29.1K
|
56
$21.2K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
55+ 8.77% |
$25.6K - $28.6K
|
682
$258K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
55+ 10.28% |
$25.6K - $28.6K
|
590
$223K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
55+ 3.56% |
$25.6K - $28.6K
|
1.6K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
55+ 7.29% |
$25.6K - $28.6K
|
809
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
54+ 4.46% |
$25.1K - $28.1K
|
1.27K
$479K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
54New |
$25.1K - $28.1K
|
54
$20.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
50+ 0.6% |
$23.2K - $26K
|
8.42K
$3.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
50+ 6.13% |
$23.2K - $26K
|
865
$327K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
49+ 3.98% |
$22.8K - $25.5K
|
1.28K
$484K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
48+ 0.93% |
$22.3K - $25K
|
5.2K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
48+ 1.35% |
$22.3K - $25K
|
3.6K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
48+ 3.12% |
$22.3K - $25K
|
1.59K
$600K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
47+ 0.3% |
$21.8K - $24.4K
|
15.8K
$5.99M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
47+ 2.38% |
$21.8K - $24.4K
|
2.03K
$766K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
46+ 16.61% |
$21.4K - $23.9K
|
323
$122K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 24.6% |
$21.4K - $23.9K
|
233
$88.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
44+ 9.98% |
$20.4K - $22.9K
|
485
$184K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
44+ 5.29% |
$20.4K - $22.9K
|
875
$331K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
43New |
$20K - $22.4K
|
43
$16.3K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
43+ 6.4% |
$20K - $22.4K
|
715
$271K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
43+ 9.41% |
$20K - $22.4K
|
500
$189K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
43+ 63.24% |
$20K - $22.4K
|
111
$42K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
40+ 1.99% |
$18.6K - $20.8K
|
2.05K
$776K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
39+ 5.39% |
$18.1K - $20.3K
|
763
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
39+ 5.3% |
$18.1K - $20.3K
|
775
$293K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
39+ 1.94% |
$18.1K - $20.3K
|
2.05K
$777K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
38+ 5.85% |
$17.7K - $19.8K
|
688
$260K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 4.55% |
$17.7K - $19.8K
|
873
$330K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.96% |
$17.7K - $19.8K
|
3.99K
$1.51M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
37+ 2.63% |
$17.2K - $19.2K
|
1.45K
$547K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
36+ 1.34% |
$16.7K - $18.7K
|
2.72K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
36+ 1.73% |
$16.7K - $18.7K
|
2.12K
$801K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
36+ 0.33% |
$16.7K - $18.7K
|
10.9K
$4.11M
|