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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10- 0.75% |
$4.65K - $5.2K
|
1.33K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 1.2% |
$4.65K - $5.2K
|
822
$286K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-10- 1.72% |
$4.65K - $5.2K
|
570
$198K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10- 14.71% |
$4.65K - $5.2K
|
58
$20.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-10- 0.88% |
$4.65K - $5.2K
|
1.12K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-11- 0.5% |
$5.11K - $5.72K
|
2.21K
$769K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 18.97% |
$5.11K - $5.72K
|
47
$16.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 14.67% |
$5.11K - $5.72K
|
64
$22.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-12- 0.41% |
$5.58K - $6.24K
|
2.94K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 1.8% |
$5.58K - $6.24K
|
653
$227K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-12- 0.28% |
$5.58K - $6.24K
|
4.23K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13- 0.7% |
$6.04K - $6.76K
|
1.86K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13- 50.0% |
$6.04K - $6.76K
|
13
$4.52K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-13- 0.47% |
$6.04K - $6.76K
|
2.78K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13- 0.97% |
$6.04K - $6.76K
|
1.32K
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 2.63% |
$6.5K - $7.28K
|
518
$180K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14- 1.86% |
$6.5K - $7.28K
|
739
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-15- 1.83% |
$6.97K - $7.8K
|
806
$280K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-15- 32.61% |
$6.97K - $7.8K
|
31
$10.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-16- 2.15% |
$7.43K - $8.32K
|
729
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-16- 1.47% |
$7.43K - $8.32K
|
1.08K
$374K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-16- 2.58% |
$7.43K - $8.32K
|
605
$210K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-17- 1.39% |
$7.9K - $8.84K
|
1.21K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-17- 3.26% |
$7.9K - $8.84K
|
505
$176K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-18- 1.58% |
$8.36K - $9.36K
|
1.12K
$389K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.88% |
$8.36K - $9.36K
|
2.02K
$701K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-18- 1.62% |
$8.36K - $9.36K
|
1.1K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-18- 38.3% |
$8.36K - $9.36K
|
29
$10.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 9.74% |
$8.83K - $9.88K
|
176
$61.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-19- 67.86% |
$8.83K - $9.88K
|
9
$3.13K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-19- 4.12% |
$8.83K - $9.88K
|
442
$154K
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-19- 0.48% |
$8.83K - $9.88K
|
3.91K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-20- 1.25% |
$9.29K - $10.4K
|
1.58K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20- 2.61% |
$9.29K - $10.4K
|
745
$259K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-20- 1.5% |
$9.29K - $10.4K
|
1.31K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-20- 0.44% |
$9.29K - $10.4K
|
4.58K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-21- 1.78% |
$9.76K - $10.9K
|
1.16K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-21- 1.28% |
$9.76K - $10.9K
|
1.62K
$565K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-22- 3.38% |
$10.2K - $11.4K
|
628
$218K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22- 1.77% |
$10.2K - $11.4K
|
1.22K
$424K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22- 0.65% |
$10.2K - $11.4K
|
3.37K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-22- 0.49% |
$10.2K - $11.4K
|
4.47K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-22- 4.51% |
$10.2K - $11.4K
|
466
$162K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 3.93% |
$10.7K - $12K
|
562
$195K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-24- 2.97% |
$11.2K - $12.5K
|
785
$273K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-24- 3.31% |
$11.2K - $12.5K
|
701
$244K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-24- 80.0% |
$11.2K - $12.5K
|
6
$2.09K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-25- 0.99% |
$11.6K - $13K
|
2.5K
$869K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-25- 2.82% |
$11.6K - $13K
|
860
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-25- 1.74% |
$11.6K - $13K
|
1.41K
$491K
|