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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
71+ 1.56% |
$33K - $36.9K
|
4.62K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
71+ 6.4% |
$33K - $36.9K
|
1.18K
$411K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 241.38% |
$32.5K - $36.4K
|
99
$34.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
70New |
$32.5K - $36.4K
|
70
$24.3K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
69+ 28.4% |
$32.1K - $35.9K
|
312
$109K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
68+ 0.17% |
$31.6K - $35.4K
|
41.2K
$14.3M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
66+ 0.92% |
$30.7K - $34.3K
|
7.25K
$2.52M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65+ 11.99% |
$30.2K - $33.8K
|
607
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
65+ 4.52% |
$30.2K - $33.8K
|
1.5K
$522K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
65+ 1.53% |
$30.2K - $33.8K
|
4.31K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
65+ 0.42% |
$30.2K - $33.8K
|
15.6K
$5.42M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65+ 6.02% |
$30.2K - $33.8K
|
1.15K
$398K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 1.44% |
$29.7K - $33.3K
|
4.5K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
64+ 3.13% |
$29.7K - $33.3K
|
2.11K
$734K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
63+ 1.25% |
$29.3K - $32.8K
|
5.1K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
63+ 0.6% |
$29.3K - $32.8K
|
10.5K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
62+ 5.59% |
$28.8K - $32.2K
|
1.17K
$408K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61New |
$28.3K - $31.7K
|
61
$21.2K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
61+ 2.87% |
$28.3K - $31.7K
|
2.19K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
61+ 14.12% |
$28.3K - $31.7K
|
493
$171K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 85.71% |
$27.9K - $31.2K
|
130
$45.2K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 9.38% |
$27.9K - $31.2K
|
700
$243K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
58+ 4.42% |
$26.9K - $30.2K
|
1.37K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
58+ 1.61% |
$26.9K - $30.2K
|
3.67K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
57+ 5.58% |
$26.5K - $29.6K
|
1.08K
$375K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
56+ 1.4% |
$26K - $29.1K
|
4.04K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
56+ 8.1% |
$26K - $29.1K
|
747
$260K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
56+ 0.12% |
$26K - $29.1K
|
48.6K
$16.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56New |
$26K - $29.1K
|
56
$19.5K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
55+ 8.77% |
$25.6K - $28.6K
|
682
$237K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
55+ 10.28% |
$25.6K - $28.6K
|
590
$205K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
55+ 3.56% |
$25.6K - $28.6K
|
1.6K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
55+ 7.29% |
$25.6K - $28.6K
|
809
$281K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
54+ 4.46% |
$25.1K - $28.1K
|
1.27K
$440K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
54New |
$25.1K - $28.1K
|
54
$18.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
50+ 0.6% |
$23.2K - $26K
|
8.42K
$2.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
50+ 6.13% |
$23.2K - $26K
|
865
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
49+ 3.98% |
$22.8K - $25.5K
|
1.28K
$445K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
48+ 0.93% |
$22.3K - $25K
|
5.2K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
48+ 1.35% |
$22.3K - $25K
|
3.6K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
48+ 3.12% |
$22.3K - $25K
|
1.59K
$551K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
47+ 0.3% |
$21.8K - $24.4K
|
15.8K
$5.51M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
47+ 2.38% |
$21.8K - $24.4K
|
2.03K
$704K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
46+ 16.61% |
$21.4K - $23.9K
|
323
$112K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 24.6% |
$21.4K - $23.9K
|
233
$81K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
44+ 9.98% |
$20.4K - $22.9K
|
485
$169K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
44+ 5.29% |
$20.4K - $22.9K
|
875
$304K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
43New |
$20K - $22.4K
|
43
$15K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
43+ 6.4% |
$20K - $22.4K
|
715
$249K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
43+ 9.41% |
$20K - $22.4K
|
500
$174K
|