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 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
23+ 18.85% |
$10.7K - $12K
|
145
$50.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
23+ 2.95% |
$10.7K - $12K
|
803
$279K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 4.8% |
$10.7K - $12K
|
502
$175K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 0.33% |
$10.7K - $12K
|
6.98K
$2.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23+ 11.27% |
$10.7K - $12K
|
227
$79K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
23+ 5.2% |
$10.7K - $12K
|
465
$162K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
22+ 3.86% |
$10.2K - $11.4K
|
592
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.99% |
$10.2K - $11.4K
|
2.24K
$780K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21+ 3.56% |
$9.76K - $10.9K
|
611
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
21+ 0.71% |
$9.76K - $10.9K
|
2.98K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
21+ 4.64% |
$9.76K - $10.9K
|
474
$165K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
21+ 1.79% |
$9.76K - $10.9K
|
1.19K
$415K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 8.77% |
$9.29K - $10.4K
|
248
$86.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 14.39% |
$9.29K - $10.4K
|
159
$55.3K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 1.63% |
$9.29K - $10.4K
|
1.25K
$434K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
20+ 2.65% |
$9.29K - $10.4K
|
775
$270K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
19+ 3.6% |
$8.83K - $9.88K
|
547
$190K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
19+ 1.62% |
$8.83K - $9.88K
|
1.19K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18+ 1.06% |
$8.36K - $9.36K
|
1.71K
$596K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
17+ 0.79% |
$7.9K - $8.84K
|
2.16K
$752K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17+ 9.6% |
$7.9K - $8.84K
|
194
$67.5K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.23% |
$7.9K - $8.84K
|
7.46K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
17+ 2.45% |
$7.9K - $8.84K
|
711
$247K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
17+ 0.81% |
$7.9K - $8.84K
|
2.11K
$735K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
17+ 2.8% |
$7.9K - $8.84K
|
625
$217K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17New |
$7.9K - $8.84K
|
17
$5.91K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$5.57K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$5.57K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14+ 1.3% |
$6.5K - $7.28K
|
1.09K
$381K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
14+ 2.68% |
$6.5K - $7.28K
|
536
$186K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.7% |
$6.5K - $7.28K
|
836
$291K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
14+ 0.23% |
$6.5K - $7.28K
|
6.06K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
14+ 0.75% |
$6.5K - $7.28K
|
1.88K
$654K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
14+ 1.13% |
$6.5K - $7.28K
|
1.25K
$434K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 1.42% |
$6.5K - $7.28K
|
1K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
14+ 3.36% |
$6.5K - $7.28K
|
431
$150K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
14+ 1.85% |
$6.5K - $7.28K
|
770
$268K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
14+ 0.59% |
$6.5K - $7.28K
|
2.4K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14+ 0.35% |
$6.5K - $7.28K
|
4.05K
$1.41M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 1.37% |
$6.04K - $6.76K
|
960
$334K
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
13+ 0.05% |
$6.04K - $6.76K
|
27.3K
$9.49M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 1.9% |
$6.04K - $6.76K
|
698
$243K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 2.45% |
$6.04K - $6.76K
|
544
$189K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
12+ 2.4% |
$5.58K - $6.24K
|
512
$178K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11+ 2.32% |
$5.11K - $5.72K
|
485
$169K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
11+ 1.08% |
$5.11K - $5.72K
|
1.03K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11+ 0.13% |
$5.11K - $5.72K
|
8.16K
$2.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
10+ 0.15% |
$4.65K - $5.2K
|
6.47K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
10+ 0.96% |
$4.65K - $5.2K
|
1.05K
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
10+ 0.15% |
$4.65K - $5.2K
|
6.58K
$2.29M
|