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 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3- 0.42% |
$1.39K - $1.56K
|
708
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.75% |
$1.86K - $2.08K
|
528
$208K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4- 0.28% |
$1.86K - $2.08K
|
1.42K
$560K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4- 0.73% |
$1.86K - $2.08K
|
547
$215K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4- 0.89% |
$1.86K - $2.08K
|
446
$175K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 0.53% |
$1.86K - $2.08K
|
754
$296K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4- 0.44% |
$1.86K - $2.08K
|
896
$352K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-4- 0.9% |
$1.86K - $2.08K
|
441
$173K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.32% |
$2.32K - $2.6K
|
1.55K
$609K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5- 0.86% |
$2.32K - $2.6K
|
575
$226K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-5- 0.64% |
$2.32K - $2.6K
|
774
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5- 10.87% |
$2.32K - $2.6K
|
41
$16.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-5- 8.33% |
$2.32K - $2.6K
|
55
$21.6K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-5- 0.42% |
$2.32K - $2.6K
|
1.18K
$465K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-5- 0.61% |
$2.32K - $2.6K
|
811
$319K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 0.44% |
$2.32K - $2.6K
|
1.14K
$449K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.66% |
$2.32K - $2.6K
|
756
$297K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-6- 0.91% |
$2.79K - $3.12K
|
650
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 2.41% |
$2.79K - $3.12K
|
243
$95.5K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-6- 1.96% |
$2.79K - $3.12K
|
300
$118K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 33.33% |
$2.79K - $3.12K
|
12
$4.72K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-6- 6.25% |
$2.79K - $3.12K
|
90
$35.4K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-6- 0.52% |
$2.79K - $3.12K
|
1.16K
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7- 0.14% |
$3.25K - $3.64K
|
4.84K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-7- 0.66% |
$3.25K - $3.64K
|
1.05K
$412K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-8- 0.19% |
$3.72K - $4.16K
|
4.3K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8- 1.13% |
$3.72K - $4.16K
|
701
$276K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-8- 1.64% |
$3.72K - $4.16K
|
480
$189K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-8- 0.13% |
$3.72K - $4.16K
|
6.08K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 3.13% |
$4.18K - $4.68K
|
279
$110K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9- 0.18% |
$4.18K - $4.68K
|
4.99K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-9- 1.03% |
$4.18K - $4.68K
|
864
$340K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 3.2% |
$4.18K - $4.68K
|
272
$107K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9- 0.73% |
$4.18K - $4.68K
|
1.22K
$480K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-10- 2.78% |
$4.65K - $5.2K
|
350
$138K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10- 0.75% |
$4.65K - $5.2K
|
1.33K
$521K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 1.2% |
$4.65K - $5.2K
|
822
$323K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-10- 1.72% |
$4.65K - $5.2K
|
570
$224K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10- 14.71% |
$4.65K - $5.2K
|
58
$22.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-10- 0.88% |
$4.65K - $5.2K
|
1.12K
$442K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-11- 0.5% |
$5.11K - $5.72K
|
2.21K
$869K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 18.97% |
$5.11K - $5.72K
|
47
$18.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 14.67% |
$5.11K - $5.72K
|
64
$25.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-12- 0.41% |
$5.58K - $6.24K
|
2.94K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 1.8% |
$5.58K - $6.24K
|
653
$257K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-12- 0.28% |
$5.58K - $6.24K
|
4.23K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13- 0.7% |
$6.04K - $6.76K
|
1.86K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13- 50.0% |
$6.04K - $6.76K
|
13
$5.11K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-13- 0.47% |
$6.04K - $6.76K
|
2.78K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13- 0.97% |
$6.04K - $6.76K
|
1.32K
$520K
|