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 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
43+ 63.24% |
$20K - $22.4K
|
111
$38.6K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
40+ 1.99% |
$18.6K - $20.8K
|
2.05K
$713K
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
39+ 5.39% |
$18.1K - $20.3K
|
763
$265K
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
39+ 5.3% |
$18.1K - $20.3K
|
775
$270K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
39+ 1.94% |
$18.1K - $20.3K
|
2.05K
$714K
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
38+ 5.85% |
$17.7K - $19.8K
|
688
$239K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 4.55% |
$17.7K - $19.8K
|
873
$304K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.96% |
$17.7K - $19.8K
|
3.99K
$1.39M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
37+ 2.63% |
$17.2K - $19.2K
|
1.45K
$503K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
36+ 1.34% |
$16.7K - $18.7K
|
2.72K
$945K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
36+ 1.73% |
$16.7K - $18.7K
|
2.12K
$736K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
36+ 0.33% |
$16.7K - $18.7K
|
10.9K
$3.78M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
35+ 6.73% |
$16.3K - $18.2K
|
555
$193K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 35.35% |
$16.3K - $18.2K
|
134
$46.6K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
35+ 4.13% |
$16.3K - $18.2K
|
882
$307K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
35New |
$16.3K - $18.2K
|
35
$12.2K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 1.5% |
$15.8K - $17.7K
|
2.3K
$799K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 1.31% |
$15.8K - $17.7K
|
2.62K
$912K
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
34+ 1.42% |
$15.8K - $17.7K
|
2.44K
$847K
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
34+ 5.86% |
$15.8K - $17.7K
|
614
$214K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
33+ 5.33% |
$15.3K - $17.2K
|
652
$227K
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
33+ 0.51% |
$15.3K - $17.2K
|
6.46K
$2.25M
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
32+ 6.77% |
$14.9K - $16.6K
|
505
$176K
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
32+ 3.46% |
$14.9K - $16.6K
|
957
$333K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
32+ 4.54% |
$14.9K - $16.6K
|
737
$256K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 2.59% |
$14.9K - $16.6K
|
1.27K
$441K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
31+ 4.56% |
$14.4K - $16.1K
|
711
$247K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
31+ 6.8% |
$14.4K - $16.1K
|
487
$169K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
30New |
$13.9K - $15.6K
|
30
$10.4K
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 2.46% |
$13.9K - $15.6K
|
1.25K
$434K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
30+ 2.01% |
$13.9K - $15.6K
|
1.53K
$531K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 4.6% |
$13.5K - $15.1K
|
659
$229K
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
28+ 3.11% |
$13K - $14.6K
|
927
$322K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
28+ 4.49% |
$13K - $14.6K
|
651
$226K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
28+ 3.85% |
$13K - $14.6K
|
755
$263K
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
28+ 4.71% |
$13K - $14.6K
|
622
$216K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
28+ 0.32% |
$13K - $14.6K
|
8.91K
$3.1M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 4.54% |
$12.5K - $14K
|
622
$216K
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
27+ 2.89% |
$12.5K - $14K
|
962
$335K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
27+ 300.0% |
$12.5K - $14K
|
36
$12.5K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
27+ 1.44% |
$12.5K - $14K
|
1.9K
$661K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
27+ 0.96% |
$12.5K - $14K
|
2.85K
$991K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 4.25% |
$12.5K - $14K
|
663
$231K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 7.45% |
$12.1K - $13.5K
|
375
$130K
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
26+ 1.0% |
$12.1K - $13.5K
|
2.62K
$912K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 1.89% |
$11.6K - $13K
|
1.35K
$469K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
25+ 1.49% |
$11.6K - $13K
|
1.7K
$592K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
25+ 0.48% |
$11.6K - $13K
|
5.21K
$1.81M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
25+ 1.95% |
$11.6K - $13K
|
1.31K
$455K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
25+ 0.5% |
$11.6K - $13K
|
5.03K
$1.75M
|