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 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-35- 2.08% |
$16.3K - $18.2K
|
1.65K
$647K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-35- 5.66% |
$16.3K - $18.2K
|
583
$229K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-35- 14.89% |
$16.3K - $18.2K
|
200
$78.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36- 3.39% |
$16.7K - $18.7K
|
1.03K
$403K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-36- 1.88% |
$16.7K - $18.7K
|
1.88K
$739K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-37- 4.49% |
$17.2K - $19.2K
|
787
$309K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-37- 3.56% |
$17.2K - $19.2K
|
1K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-37- 1.45% |
$17.2K - $19.2K
|
2.51K
$986K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-39- 0.52% |
$18.1K - $20.3K
|
7.47K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-39- 14.23% |
$18.1K - $20.3K
|
235
$92.4K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39- 1.39% |
$18.1K - $20.3K
|
2.76K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-39- 4.14% |
$18.1K - $20.3K
|
903
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-40- 3.99% |
$18.6K - $20.8K
|
962
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-40- 3.49% |
$18.6K - $20.8K
|
1.11K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 10.02% |
$20K - $22.4K
|
386
$152K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-43- 2.46% |
$20K - $22.4K
|
1.7K
$669K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-43- 5.19% |
$20K - $22.4K
|
786
$309K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-43- 2.21% |
$20K - $22.4K
|
1.91K
$749K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-44- 2.82% |
$20.4K - $22.9K
|
1.52K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-45- 4.75% |
$20.9K - $23.4K
|
903
$355K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-45- 1.9% |
$20.9K - $23.4K
|
2.32K
$911K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-45- 10.02% |
$20.9K - $23.4K
|
404
$159K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-45- 8.12% |
$20.9K - $23.4K
|
509
$200K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-46- 9.18% |
$21.4K - $23.9K
|
455
$179K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 2.03% |
$21.8K - $24.4K
|
2.26K
$889K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 4.54% |
$21.8K - $24.4K
|
989
$389K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-47- 8.15% |
$21.8K - $24.4K
|
530
$208K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-50- 4.35% |
$23.2K - $26K
|
1.1K
$432K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 84.75% |
$23.2K - $26K
|
9
$3.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 10.64% |
$23.2K - $26K
|
420
$165K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 1.71% |
$23.2K - $26K
|
2.88K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-51- 1.26% |
$23.7K - $26.5K
|
3.99K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-53- 5.98% |
$24.6K - $27.6K
|
834
$328K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 8.97% |
$24.6K - $27.6K
|
538
$211K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-53- 0.73% |
$24.6K - $27.6K
|
7.19K
$2.83M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-54- 1.57% |
$25.1K - $28.1K
|
3.38K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-54- 3.85% |
$25.1K - $28.1K
|
1.35K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-54- 4.04% |
$25.1K - $28.1K
|
1.28K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-54- 2.63% |
$25.1K - $28.1K
|
2K
$786K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-54- 2.65% |
$25.1K - $28.1K
|
1.99K
$780K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-55- 4.55% |
$25.6K - $28.6K
|
1.15K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-55- 7.13% |
$25.6K - $28.6K
|
716
$281K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-56- 4.99% |
$26K - $29.1K
|
1.07K
$419K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-57- 4.73% |
$26.5K - $29.6K
|
1.15K
$451K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-58- 3.4% |
$26.9K - $30.2K
|
1.65K
$648K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-59- 1.35% |
$27.4K - $30.7K
|
4.33K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 2.99% |
$27.9K - $31.2K
|
1.95K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-60- 1.55% |
$27.9K - $31.2K
|
3.81K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-61- 20.4% |
$28.3K - $31.7K
|
238
$93.5K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 10.81% |
$29.3K - $32.8K
|
520
$204K
|