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 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
35+ 6.73% |
$16.3K - $18.2K
|
555
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 35.35% |
$16.3K - $18.2K
|
134
$52.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
35+ 4.13% |
$16.3K - $18.2K
|
882
$347K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
35New |
$16.3K - $18.2K
|
35
$13.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 1.5% |
$15.8K - $17.7K
|
2.3K
$903K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 1.31% |
$15.8K - $17.7K
|
2.62K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
34+ 1.42% |
$15.8K - $17.7K
|
2.44K
$957K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
34+ 5.86% |
$15.8K - $17.7K
|
614
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
33+ 5.33% |
$15.3K - $17.2K
|
652
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
33+ 0.51% |
$15.3K - $17.2K
|
6.46K
$2.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
32+ 6.77% |
$14.9K - $16.6K
|
505
$198K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
32+ 3.46% |
$14.9K - $16.6K
|
957
$376K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
32+ 4.54% |
$14.9K - $16.6K
|
737
$290K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 2.59% |
$14.9K - $16.6K
|
1.27K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
31+ 4.56% |
$14.4K - $16.1K
|
711
$279K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
31+ 6.8% |
$14.4K - $16.1K
|
487
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
30New |
$13.9K - $15.6K
|
30
$11.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
30+ 2.46% |
$13.9K - $15.6K
|
1.25K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
30+ 2.01% |
$13.9K - $15.6K
|
1.53K
$600K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 4.6% |
$13.5K - $15.1K
|
659
$259K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
28+ 3.11% |
$13K - $14.6K
|
927
$364K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
28+ 4.49% |
$13K - $14.6K
|
651
$256K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
28+ 3.85% |
$13K - $14.6K
|
755
$297K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
28+ 4.71% |
$13K - $14.6K
|
622
$244K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
28+ 0.32% |
$13K - $14.6K
|
8.91K
$3.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 4.54% |
$12.5K - $14K
|
622
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
27+ 2.89% |
$12.5K - $14K
|
962
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
27+ 300.0% |
$12.5K - $14K
|
36
$14.1K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
27+ 1.44% |
$12.5K - $14K
|
1.9K
$747K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
27+ 0.96% |
$12.5K - $14K
|
2.85K
$1.12M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 4.25% |
$12.5K - $14K
|
663
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 7.45% |
$12.1K - $13.5K
|
375
$147K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
26+ 1.0% |
$12.1K - $13.5K
|
2.62K
$1.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 1.89% |
$11.6K - $13K
|
1.35K
$529K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
25+ 1.49% |
$11.6K - $13K
|
1.7K
$669K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
25+ 0.48% |
$11.6K - $13K
|
5.21K
$2.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
25+ 1.95% |
$11.6K - $13K
|
1.31K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
25+ 0.5% |
$11.6K - $13K
|
5.03K
$1.98M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
23+ 18.85% |
$10.7K - $12K
|
145
$57K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
23+ 2.95% |
$10.7K - $12K
|
803
$316K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 4.8% |
$10.7K - $12K
|
502
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 0.33% |
$10.7K - $12K
|
6.98K
$2.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23+ 11.27% |
$10.7K - $12K
|
227
$89.2K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
23+ 5.2% |
$10.7K - $12K
|
465
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
22+ 3.86% |
$10.2K - $11.4K
|
592
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.99% |
$10.2K - $11.4K
|
2.24K
$882K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21+ 3.56% |
$9.76K - $10.9K
|
611
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
21+ 0.71% |
$9.76K - $10.9K
|
2.98K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
21+ 4.64% |
$9.76K - $10.9K
|
474
$186K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
21+ 1.79% |
$9.76K - $10.9K
|
1.19K
$469K
|