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
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-143- 8.54% |
$66.4K - $74.4K
|
1.53K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-145- 10.1% |
$67.4K - $75.4K
|
1.29K
$489K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-145- 1.88% |
$67.4K - $75.4K
|
7.57K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-147- 3.2% |
$68.3K - $76.4K
|
4.45K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-147- 13.88% |
$68.3K - $76.4K
|
912
$345K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-149- 12.71% |
$69.2K - $77.5K
|
1.02K
$387K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-150- 5.35% |
$69.7K - $78K
|
2.65K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-150- 3.44% |
$69.7K - $78K
|
4.21K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-150- 1.7% |
$69.7K - $78K
|
8.69K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-153- 56.25% |
$71.1K - $79.6K
|
119
$45K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-160- 6.56% |
$74.3K - $83.2K
|
2.28K
$863K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-162- 20.88% |
$75.3K - $84.2K
|
614
$232K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-162- 1.44% |
$75.3K - $84.2K
|
11.1K
$4.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-165- 28.9% |
$76.7K - $85.8K
|
406
$154K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-182- 2.8% |
$84.6K - $94.6K
|
6.32K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-183- 10.2% |
$85K - $95.2K
|
1.61K
$610K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-188- 37.01% |
$87.3K - $97.8K
|
320
$121K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-189- 10.11% |
$87.8K - $98.3K
|
1.68K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-190- 83.33% |
$88.3K - $98.8K
|
38
$14.4K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-195- 2.87% |
$90.6K - $101K
|
6.59K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-199- 0.83% |
$92.5K - $103K
|
23.9K
$9.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-200- 6.93% |
$92.9K - $104K
|
2.69K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-203- 12.33% |
$94.3K - $106K
|
1.44K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-204- 0.41% |
$94.8K - $106K
|
49.6K
$18.8M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-206- 4.71% |
$95.7K - $107K
|
4.16K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-210- 0.99% |
$97.6K - $109K
|
21K
$7.95M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-217- 9.77% |
$101K - $113K
|
2.01K
$759K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-219- 30.04% |
$102K - $114K
|
510
$193K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-222- 2.67% |
$103K - $115K
|
8.09K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-225- 20.74% |
$105K - $117K
|
860
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-228- 4.24% |
$106K - $119K
|
5.15K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-233- 4.59% |
$108K - $121K
|
4.84K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-250- 2.0% |
$116K - $130K
|
12.2K
$4.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-252- 15.67% |
$117K - $131K
|
1.36K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-252- 14.33% |
$117K - $131K
|
1.51K
$570K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-254- 12.73% |
$118K - $132K
|
1.74K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-256- 0.47% |
$119K - $133K
|
54.5K
$20.6M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-259- 27.82% |
$120K - $135K
|
672
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-260- 12.54% |
$121K - $135K
|
1.81K
$686K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-260- 37.46% |
$121K - $135K
|
434
$164K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-269- 2.87% |
$125K - $140K
|
9.12K
$3.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-278- 12.54% |
$129K - $145K
|
1.94K
$734K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-280- 0.35% |
$130K - $146K
|
79.6K
$30.1M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-300- 1.59% |
$139K - $156K
|
18.5K
$7.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-306- 8.76% |
$142K - $159K
|
3.19K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-307- 19.43% |
$143K - $160K
|
1.27K
$482K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-311- 2.12% |
$144K - $162K
|
14.4K
$5.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-314- 3.66% |
$146K - $163K
|
8.28K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-316- 40.2% |
$147K - $164K
|
470
$178K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-320- 25.14% |
$149K - $166K
|
953
$361K
|