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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
282+ 8.25% |
$125K - $149K
|
3.7K
$1.52M
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
280+ 2.51% |
$124K - $148K
|
11.4K
$4.7M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
278+ 1.33% |
$124K - $147K
|
21.1K
$8.69M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
277+ 4.08% |
$123K - $147K
|
7.07K
$2.91M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
275+ 35.58% |
$122K - $146K
|
1.05K
$431K
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
270+ 5.57% |
$120K - $143K
|
5.12K
$2.11M
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
269+ 12.97% |
$120K - $143K
|
2.34K
$963K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
266+ 6.59% |
$118K - $141K
|
4.3K
$1.77M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
266+ 22.89% |
$118K - $141K
|
1.43K
$587K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
262+ 213.01% |
$116K - $139K
|
385
$158K
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
261+ 23.24% |
$116K - $138K
|
1.38K
$569K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
258+ 55.01% |
$115K - $137K
|
727
$299K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
258+ 25.24% |
$115K - $137K
|
1.28K
$526K
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
258+ 21.88% |
$115K - $137K
|
1.44K
$591K
|
|
Aug 01, 2022
Q2 2022
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
255+ 0.17% |
$113K - $135K
|
151K
$62M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
245+ 1.79% |
$109K - $130K
|
13.9K
$5.73M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
244+ 1.47% |
$108K - $129K
|
16.8K
$6.91M
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
238+ 4.03% |
$106K - $126K
|
6.15K
$2.53M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
233+ 6.65% |
$104K - $123K
|
3.74K
$1.54M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
227+ 0.75% |
$101K - $120K
|
30.6K
$12.6M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
222New |
$98.6K - $118K
|
222
$91.3K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
222+ 2.2% |
$98.6K - $118K
|
10.3K
$4.24M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
221+ 18.71% |
$98.2K - $117K
|
1.4K
$576K
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
220+ 35.6% |
$97.8K - $117K
|
838
$345K
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
218+ 0.21% |
$96.9K - $116K
|
107K
$43.8M
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
216+ 44.81% |
$96K - $114K
|
698
$287K
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
213+ 5.54% |
$94.6K - $113K
|
4.06K
$1.67M
|
|
Aug 03, 2022
Q2 2022
|
Robeco Schweiz Ag
|
BUY
|
- |
212+ 1.09% |
$94.2K - $112K
|
19.7K
$8.09M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
206+ 9.16% |
$91.5K - $109K
|
2.46K
$1.01M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
206+ 33.66% |
$91.5K - $109K
|
818
$336K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
204+ 1.58% |
$90.6K - $108K
|
13.1K
$5.38M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
202New |
$89.8K - $107K
|
202
$83.1K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200New |
$88.9K - $106K
|
200
$82.2K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
200+ 15.35% |
$88.9K - $106K
|
1.5K
$618K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
195+ 6.1% |
$86.6K - $103K
|
3.39K
$1.39M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
194+ 27.56% |
$86.2K - $103K
|
898
$369K
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
190+ 4.4% |
$84.4K - $101K
|
4.51K
$1.85M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
185+ 33.33% |
$82.2K - $98K
|
740
$304K
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
185+ 2.92% |
$82.2K - $98K
|
6.53K
$2.68M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
181+ 30.78% |
$80.4K - $95.9K
|
769
$316K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
180+ 7.67% |
$80K - $95.4K
|
2.53K
$1.04M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
180+ 43.48% |
$80K - $95.4K
|
594
$244K
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
176+ 3.44% |
$78.2K - $93.3K
|
5.29K
$2.18M
|
|
Aug 04, 2022
Q2 2022
|
Channing Global Advisors, LLC
|
BUY
|
- |
174+ 3.05% |
$77.3K - $92.2K
|
5.87K
$2.41M
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
172+ 4.49% |
$76.4K - $91.1K
|
4K
$1.65M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
170+ 8.39% |
$75.5K - $90.1K
|
2.2K
$903K
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
166+ 19.53% |
$73.8K - $88K
|
1.02K
$418K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
165+ 30.96% |
$73.3K - $87.4K
|
698
$287K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
163+ 2328.57% |
$72.4K - $86.4K
|
170
$69.9K
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
160+ 4.51% |
$71.1K - $84.8K
|
3.71K
$1.52M
|