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 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.36% |
$11.6K - $13K
|
6.93K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25- 1.92% |
$11.6K - $13K
|
1.28K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-26- 20.0% |
$12.1K - $13.5K
|
104
$36.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-27- 0.58% |
$12.5K - $14K
|
4.59K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-27- 3.47% |
$12.5K - $14K
|
751
$261K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-27- 2.02% |
$12.5K - $14K
|
1.31K
$455K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-28- 1.91% |
$13K - $14.6K
|
1.44K
$499K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-28- 1.0% |
$13K - $14.6K
|
2.78K
$966K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-28- 1.98% |
$13K - $14.6K
|
1.39K
$482K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-30- 35.71% |
$13.9K - $15.6K
|
54
$18.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-31- 1.81% |
$14.4K - $16.1K
|
1.69K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-31- 21.23% |
$14.4K - $16.1K
|
115
$40K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-32- 4.07% |
$14.9K - $16.6K
|
754
$262K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-32- 0.41% |
$14.9K - $16.6K
|
7.79K
$2.71M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-34- 4.13% |
$15.8K - $17.7K
|
790
$275K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-34- 5.36% |
$15.8K - $17.7K
|
600
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-35- 2.08% |
$16.3K - $18.2K
|
1.65K
$572K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-35- 5.66% |
$16.3K - $18.2K
|
583
$203K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-35- 14.89% |
$16.3K - $18.2K
|
200
$69.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36- 3.39% |
$16.7K - $18.7K
|
1.03K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-36- 1.88% |
$16.7K - $18.7K
|
1.88K
$654K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-37- 4.49% |
$17.2K - $19.2K
|
787
$274K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-37- 3.56% |
$17.2K - $19.2K
|
1K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-37- 1.45% |
$17.2K - $19.2K
|
2.51K
$873K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-39- 0.52% |
$18.1K - $20.3K
|
7.47K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-39- 14.23% |
$18.1K - $20.3K
|
235
$81.7K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39- 1.39% |
$18.1K - $20.3K
|
2.76K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-39- 4.14% |
$18.1K - $20.3K
|
903
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-40- 3.99% |
$18.6K - $20.8K
|
962
$335K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-40- 3.49% |
$18.6K - $20.8K
|
1.11K
$385K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 10.02% |
$20K - $22.4K
|
386
$134K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-43- 2.46% |
$20K - $22.4K
|
1.7K
$592K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-43- 5.19% |
$20K - $22.4K
|
786
$273K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-43- 2.21% |
$20K - $22.4K
|
1.91K
$663K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-44- 2.82% |
$20.4K - $22.9K
|
1.52K
$528K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-45- 4.75% |
$20.9K - $23.4K
|
903
$314K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-45- 1.9% |
$20.9K - $23.4K
|
2.32K
$807K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-45- 10.02% |
$20.9K - $23.4K
|
404
$141K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-45- 8.12% |
$20.9K - $23.4K
|
509
$177K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-46- 9.18% |
$21.4K - $23.9K
|
455
$158K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 2.03% |
$21.8K - $24.4K
|
2.26K
$787K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 4.54% |
$21.8K - $24.4K
|
989
$344K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-47- 8.15% |
$21.8K - $24.4K
|
530
$184K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-50- 4.35% |
$23.2K - $26K
|
1.1K
$382K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 84.75% |
$23.2K - $26K
|
9
$3.13K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 10.64% |
$23.2K - $26K
|
420
$146K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 1.71% |
$23.2K - $26K
|
2.88K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-51- 1.26% |
$23.7K - $26.5K
|
3.99K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-53- 5.98% |
$24.6K - $27.6K
|
834
$290K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 8.97% |
$24.6K - $27.6K
|
538
$187K
|