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 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-252- 15.67% |
$117K - $131K
|
1.36K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-252- 14.33% |
$117K - $131K
|
1.51K
$524K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-254- 12.73% |
$118K - $132K
|
1.74K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-256- 0.47% |
$119K - $133K
|
54.5K
$19M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-259- 27.82% |
$120K - $135K
|
672
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-260- 12.54% |
$121K - $135K
|
1.81K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-260- 37.46% |
$121K - $135K
|
434
$151K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-269- 2.87% |
$125K - $140K
|
9.12K
$3.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-278- 12.54% |
$129K - $145K
|
1.94K
$674K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-280- 0.35% |
$130K - $146K
|
79.6K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-300- 1.59% |
$139K - $156K
|
18.5K
$6.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-306- 8.76% |
$142K - $159K
|
3.19K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-307- 19.43% |
$143K - $160K
|
1.27K
$443K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-311- 2.12% |
$144K - $162K
|
14.4K
$5.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-314- 3.66% |
$146K - $163K
|
8.28K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-316- 40.2% |
$147K - $164K
|
470
$163K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-320- 25.14% |
$149K - $166K
|
953
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-324- 13.61% |
$151K - $168K
|
2.06K
$715K
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-331- 0.17% |
$154K - $172K
|
193K
$67.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-334- 30.47% |
$155K - $174K
|
762
$265K
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-338- 0.3% |
$157K - $176K
|
112K
$39.1M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-345- 6.22% |
$160K - $179K
|
5.21K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-378- 29.23% |
$176K - $197K
|
915
$318K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-380- 0.77% |
$177K - $198K
|
49K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-381- 36.18% |
$177K - $198K
|
672
$234K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-390- 16.78% |
$181K - $203K
|
1.93K
$673K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-391- 45.47% |
$182K - $203K
|
469
$163K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-400- 15.22% |
$186K - $208K
|
2.23K
$775K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-400- 2.78% |
$186K - $208K
|
14K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Fosun International LTD
|
SELL
|
- |
-410- 50.0% |
$190K - $213K
|
410
$143K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-410- 31.49% |
$190K - $213K
|
892
$310K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-424- 10.55% |
$197K - $220K
|
3.59K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-425- 7.72% |
$197K - $221K
|
5.08K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-427- 20.56% |
$198K - $222K
|
1.65K
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-435- 8.14% |
$202K - $226K
|
4.91K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-438- 15.52% |
$203K - $228K
|
2.38K
$829K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-446- 38.02% |
$207K - $232K
|
727
$253K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-456- 0.39% |
$212K - $237K
|
117K
$40.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-464- 15.31% |
$216K - $241K
|
2.57K
$893K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-488- 7.24% |
$227K - $254K
|
6.25K
$2.17M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-500- 12.35% |
$232K - $260K
|
3.55K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.52% |
$232K - $260K
|
13.7K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-504- 30.56% |
$234K - $262K
|
1.15K
$398K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-507- 7.7% |
$236K - $264K
|
6.08K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-530- 0.88% |
$246K - $276K
|
59.9K
$20.8M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-545- 38.49% |
$253K - $283K
|
871
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-555- 41.92% |
$258K - $289K
|
769
$267K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-579- 0.81% |
$269K - $301K
|
71.3K
$24.8M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-587- 5.48% |
$273K - $305K
|
10.1K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-587- 45.79% |
$273K - $305K
|
695
$242K
|