Purchases and Sales Made in Q2 2022 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
38+ 6.96% |
$16.9K - $20.1K
|
584
$240K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38+ 0.18% |
$16.9K - $20.1K
|
20.8K
$8.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
37New |
$16.4K - $19.6K
|
37
$15.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
37+ 0.96% |
$16.4K - $19.6K
|
3.9K
$1.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
35New |
$15.6K - $18.5K
|
35
$14.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 45.45% |
$15.6K - $18.5K
|
112
$46K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
35+ 1.88% |
$15.6K - $18.5K
|
1.89K
$778K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35+ 2.36% |
$15.6K - $18.5K
|
1.52K
$623K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33+ 6.47% |
$14.7K - $17.5K
|
543
$223K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
33New |
$14.7K - $17.5K
|
33
$13.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30+ 21.58% |
$13.3K - $15.9K
|
169
$69.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
30+ 34.48% |
$13.3K - $15.9K
|
117
$48.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
30+ 0.93% |
$13.3K - $15.9K
|
3.24K
$1.33M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
30+ 0.62% |
$13.3K - $15.9K
|
4.84K
$1.99M
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
29+ 1.04% |
$12.9K - $15.4K
|
2.82K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 3.16% |
$12.4K - $14.8K
|
915
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
28+ 5.54% |
$12.4K - $14.8K
|
533
$219K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
27+ 2.41% |
$12K - $14.3K
|
1.15K
$472K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27+ 6.22% |
$12K - $14.3K
|
461
$190K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26+ 4.22% |
$11.6K - $13.8K
|
642
$264K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26+ 4.33% |
$11.6K - $13.8K
|
626
$257K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 5.65% |
$11.6K - $13.8K
|
486
$200K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
25+ 8.77% |
$11.1K - $13.2K
|
310
$127K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 20.49% |
$11.1K - $13.2K
|
147
$60.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25+ 3.26% |
$11.1K - $13.2K
|
791
$325K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
23+ 4.09% |
$10.2K - $12.2K
|
586
$241K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 2.12% |
$9.78K - $11.7K
|
1.06K
$437K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22+ 16.79% |
$9.78K - $11.7K
|
153
$62.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
21New |
$9.33K - $11.1K
|
21
$8.63K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21+ 0.27% |
$9.33K - $11.1K
|
7.7K
$3.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
20New |
$8.89K - $10.6K
|
20
$8.22K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
20+ 2.14% |
$8.89K - $10.6K
|
956
$393K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
20+ 6.45% |
$8.89K - $10.6K
|
330
$136K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 2.35% |
$8.89K - $10.6K
|
871
$358K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20+ 133.33% |
$8.89K - $10.6K
|
35
$14.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
20+ 4.05% |
$8.89K - $10.6K
|
514
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 4.65% |
$8.89K - $10.6K
|
450
$185K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
20+ 3.46% |
$8.89K - $10.6K
|
598
$246K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19+ 3.03% |
$8.44K - $10.1K
|
646
$266K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
19+ 20.43% |
$8.44K - $10.1K
|
112
$46K
|
|
|
Aug 12, 2022
Q2 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
19+ 0.51% |
$8.44K - $10.1K
|
3.73K
$1.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18+ 1.55% |
$8K - $9.54K
|
1.18K
$486K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
16+ 2.94% |
$7.11K - $8.48K
|
560
$230K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
16+ 106.67% |
$7.11K - $8.48K
|
31
$12.7K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
15+ 3.46% |
$6.66K - $7.95K
|
448
$184K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 44.12% |
$6.66K - $7.95K
|
49
$20.1K
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
15+ 2.09% |
$6.66K - $7.95K
|
732
$301K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
14+ 1.4% |
$6.22K - $7.42K
|
1.02K
$417K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 2.94% |
$6.22K - $7.42K
|
491
$202K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
14+ 0.55% |
$6.22K - $7.42K
|
2.56K
$1.05M
|