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 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
8+ 1.68% |
$3.72K - $4.16K
|
484
$186K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8+ 0.25% |
$3.72K - $4.16K
|
3.24K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8+ 1.15% |
$3.72K - $4.16K
|
701
$270K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8+ 0.64% |
$3.72K - $4.16K
|
1.26K
$486K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
7+ 0.91% |
$3.25K - $3.64K
|
777
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.33% |
$3.25K - $3.64K
|
2.1K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.43% |
$3.25K - $3.64K
|
1.64K
$633K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 20.59% |
$3.25K - $3.64K
|
41
$15.8K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7+ 0.34% |
$3.25K - $3.64K
|
2.07K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7New |
$3.25K - $3.64K
|
7
$2.7K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7New |
$3.25K - $3.64K
|
7
$2.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.75% |
$2.79K - $3.12K
|
804
$310K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 1.95% |
$2.79K - $3.12K
|
313
$121K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.92% |
$2.79K - $3.12K
|
657
$253K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.3% |
$2.79K - $3.12K
|
1.98K
$763K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5+ 0.1% |
$2.32K - $2.6K
|
5.25K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$1.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
5+ 38.46% |
$2.32K - $2.6K
|
18
$6.94K
|
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$1.93K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 1.06% |
$2.32K - $2.6K
|
478
$184K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5+ 0.22% |
$2.32K - $2.6K
|
2.29K
$881K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.3% |
$2.32K - $2.6K
|
1.65K
$634K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 83.33% |
$2.32K - $2.6K
|
11
$4.24K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.17% |
$2.32K - $2.6K
|
2.99K
$1.15M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.9% |
$2.32K - $2.6K
|
561
$216K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.17% |
$1.86K - $2.08K
|
2.32K
$895K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 1.53% |
$1.86K - $2.08K
|
266
$102K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.81% |
$1.86K - $2.08K
|
495
$191K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 5.71% |
$1.86K - $2.08K
|
74
$28.5K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.24% |
$1.86K - $2.08K
|
1.69K
$652K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$1.86K - $2.08K
|
4
$1.54K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 66.67% |
$1.86K - $2.08K
|
10
$3.85K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$1.86K - $2.08K
|
4
$1.54K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3New |
$1.39K - $1.56K
|
3
$1.16K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.13% |
$1.39K - $1.56K
|
2.32K
$893K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 50.0% |
$1.39K - $1.56K
|
9
$3.47K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$1.39K - $1.56K
|
3.95K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3+ 5.0% |
$1.39K - $1.56K
|
63
$24.3K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.59% |
$1.39K - $1.56K
|
514
$198K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$1.39K - $1.56K
|
3
$1.16K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 15.79% |
$1.39K - $1.56K
|
22
$8.48K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3+ 0.49% |
$1.39K - $1.56K
|
616
$237K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 75.0% |
$1.39K - $1.56K
|
7
$2.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 3.53% |
$1.39K - $1.56K
|
88
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.41% |
$929 - $1.04K
|
489
$188K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2+ 0.29% |
$929 - $1.04K
|
695
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.82% |
$929 - $1.04K
|
245
$94.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2+ 0.41% |
$929 - $1.04K
|
493
$190K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.28% |
$929 - $1.04K
|
717
$276K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 9.09% |
$929 - $1.04K
|
24
$9.25K
|