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 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-116- 2.73% |
$53.9K - $60.3K
|
4.13K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-121- 22.49% |
$56.2K - $62.9K
|
417
$145K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-122- 13.57% |
$56.7K - $63.4K
|
777
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-123- 0.98% |
$57.1K - $64K
|
12.4K
$4.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-125- 1.9% |
$58.1K - $65K
|
6.47K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-125- 16.34% |
$58.1K - $65K
|
640
$223K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-125- 2.24% |
$58.1K - $65K
|
5.47K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-126- 2.39% |
$58.5K - $65.5K
|
5.16K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-126- 9.24% |
$58.5K - $65.5K
|
1.24K
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-129- 20.09% |
$59.9K - $67.1K
|
513
$178K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-130- 12.31% |
$60.4K - $67.6K
|
926
$322K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-131- 1.57% |
$60.9K - $68.1K
|
8.24K
$2.87M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-131- 11.65% |
$60.9K - $68.1K
|
993
$345K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-140- 13.93% |
$65K - $72.8K
|
865
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-141- 4.57% |
$65.5K - $73.3K
|
2.94K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-141- 10.29% |
$65.5K - $73.3K
|
1.23K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-143- 8.54% |
$66.4K - $74.4K
|
1.53K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-145- 10.1% |
$67.4K - $75.4K
|
1.29K
$449K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-145- 1.88% |
$67.4K - $75.4K
|
7.57K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-147- 3.2% |
$68.3K - $76.4K
|
4.45K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-147- 13.88% |
$68.3K - $76.4K
|
912
$317K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-149- 12.71% |
$69.2K - $77.5K
|
1.02K
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-150- 5.35% |
$69.7K - $78K
|
2.65K
$923K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-150- 3.44% |
$69.7K - $78K
|
4.21K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-150- 1.7% |
$69.7K - $78K
|
8.69K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-153- 56.25% |
$71.1K - $79.6K
|
119
$41.4K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-160- 6.56% |
$74.3K - $83.2K
|
2.28K
$793K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-162- 20.88% |
$75.3K - $84.2K
|
614
$214K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-162- 1.44% |
$75.3K - $84.2K
|
11.1K
$3.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-165- 28.9% |
$76.7K - $85.8K
|
406
$141K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-182- 2.8% |
$84.6K - $94.6K
|
6.32K
$2.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-183- 10.2% |
$85K - $95.2K
|
1.61K
$560K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-188- 37.01% |
$87.3K - $97.8K
|
320
$111K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-189- 10.11% |
$87.8K - $98.3K
|
1.68K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-190- 83.33% |
$88.3K - $98.8K
|
38
$13.2K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-195- 2.87% |
$90.6K - $101K
|
6.59K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-199- 0.83% |
$92.5K - $103K
|
23.9K
$8.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-200- 6.93% |
$92.9K - $104K
|
2.69K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-203- 12.33% |
$94.3K - $106K
|
1.44K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-204- 0.41% |
$94.8K - $106K
|
49.6K
$17.2M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-206- 4.71% |
$95.7K - $107K
|
4.16K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-210- 0.99% |
$97.6K - $109K
|
21K
$7.31M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-217- 9.77% |
$101K - $113K
|
2.01K
$697K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-219- 30.04% |
$102K - $114K
|
510
$177K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-222- 2.67% |
$103K - $115K
|
8.09K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-225- 20.74% |
$105K - $117K
|
860
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-228- 4.24% |
$106K - $119K
|
5.15K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-233- 4.59% |
$108K - $121K
|
4.84K
$1.68M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-239- 11.77% |
$111K - $124K
|
1.79K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-250- 2.0% |
$116K - $130K
|
12.2K
$4.25M
|