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 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 1.48% |
$4.65K - $5.2K
|
687
$239K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 0.32% |
$4.65K - $5.2K
|
3.11K
$1.08M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$4.65K - $5.2K
|
10
$3.48K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.44% |
$4.65K - $5.2K
|
2.27K
$790K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.62% |
$4.18K - $4.68K
|
1.46K
$506K
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
9+ 0.64% |
$4.18K - $4.68K
|
1.41K
$490K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 52.94% |
$4.18K - $4.68K
|
26
$9.04K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9New |
$4.18K - $4.68K
|
9
$3.13K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
9+ 1.46% |
$4.18K - $4.68K
|
625
$217K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9New |
$4.18K - $4.68K
|
9
$3.13K
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9+ 0.81% |
$4.18K - $4.68K
|
1.12K
$390K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
8+ 1.68% |
$3.72K - $4.16K
|
484
$168K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8+ 0.25% |
$3.72K - $4.16K
|
3.24K
$1.13M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8+ 1.15% |
$3.72K - $4.16K
|
701
$244K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8+ 0.64% |
$3.72K - $4.16K
|
1.26K
$439K
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
7+ 0.91% |
$3.25K - $3.64K
|
777
$270K
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.33% |
$3.25K - $3.64K
|
2.1K
$730K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.43% |
$3.25K - $3.64K
|
1.64K
$571K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 20.59% |
$3.25K - $3.64K
|
41
$14.3K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7+ 0.34% |
$3.25K - $3.64K
|
2.07K
$719K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7New |
$3.25K - $3.64K
|
7
$2.43K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7New |
$3.25K - $3.64K
|
7
$2.43K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.75% |
$2.79K - $3.12K
|
804
$280K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 1.95% |
$2.79K - $3.12K
|
313
$109K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.92% |
$2.79K - $3.12K
|
657
$229K
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.3% |
$2.79K - $3.12K
|
1.98K
$689K
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6+ 0.53% |
$2.79K - $3.12K
|
1.14K
$398K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5+ 0.1% |
$2.32K - $2.6K
|
5.25K
$1.83M
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$1.74K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
5+ 38.46% |
$2.32K - $2.6K
|
18
$6.26K
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$1.74K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 1.06% |
$2.32K - $2.6K
|
478
$166K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5+ 0.22% |
$2.32K - $2.6K
|
2.29K
$796K
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.3% |
$2.32K - $2.6K
|
1.65K
$572K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 83.33% |
$2.32K - $2.6K
|
11
$3.83K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.17% |
$2.32K - $2.6K
|
2.99K
$1.04M
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.9% |
$2.32K - $2.6K
|
561
$195K
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.9% |
$2.32K - $2.6K
|
561
$195K
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.17% |
$1.86K - $2.08K
|
2.32K
$808K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 1.53% |
$1.86K - $2.08K
|
266
$92.5K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.81% |
$1.86K - $2.08K
|
495
$172K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 5.71% |
$1.86K - $2.08K
|
74
$25.7K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.24% |
$1.86K - $2.08K
|
1.69K
$588K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$1.86K - $2.08K
|
4
$1.39K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 66.67% |
$1.86K - $2.08K
|
10
$3.48K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$1.86K - $2.08K
|
4
$1.39K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3New |
$1.39K - $1.56K
|
3
$1.04K
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.13% |
$1.39K - $1.56K
|
2.32K
$807K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 50.0% |
$1.39K - $1.56K
|
9
$3.13K
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$1.39K - $1.56K
|
3.95K
$1.37M
|