Purchases and Sales Made in Q2 2023 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q2 2023. 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 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
172+ 0.42% |
$75K - $85.3K
|
41.2K
$14.3M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
172+ 14.69% |
$75K - $85.3K
|
1.34K
$467K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
166+ 4.39% |
$72.4K - $82.4K
|
3.95K
$1.37M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
165+ 4.65% |
$72K - $81.9K
|
3.71K
$1.29M
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
164+ 28.47% |
$71.6K - $81.4K
|
740
$257K
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
162+ 16.4% |
$70.7K - $80.4K
|
1.15K
$400K
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
160+ 18.91% |
$69.8K - $79.4K
|
1.01K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
155+ 32.84% |
$67.6K - $76.9K
|
627
$218K
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
155+ 29.3% |
$67.6K - $76.9K
|
684
$238K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
151+ 4.42% |
$65.9K - $74.9K
|
3.57K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
150+ 15.84% |
$65.4K - $74.4K
|
1.1K
$382K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
150+ 2.1% |
$65.4K - $74.4K
|
7.29K
$2.54M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
147+ 7.67% |
$64.1K - $72.9K
|
2.06K
$718K
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
BUY
|
- |
145+ 0.72% |
$63.3K - $71.9K
|
20.2K
$7.04M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
144+ 3.55% |
$62.8K - $71.5K
|
4.2K
$1.46M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
142+ 2366.67% |
$62K - $70.5K
|
148
$51.5K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
140+ 28.4% |
$61.1K - $69.5K
|
633
$220K
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
139+ 11.79% |
$60.6K - $69K
|
1.32K
$458K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
136+ 6.05% |
$59.3K - $67.5K
|
2.38K
$829K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
132+ 24.58% |
$57.6K - $65.5K
|
669
$233K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
129+ 5.36% |
$56.3K - $64K
|
2.54K
$882K
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
128+ 2.42% |
$55.9K - $63.5K
|
5.43K
$1.89M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
127+ 5.32% |
$55.4K - $63K
|
2.52K
$875K
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
127+ 0.8% |
$55.4K - $63K
|
16K
$5.55M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
125+ 22.52% |
$54.5K - $62K
|
680
$237K
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
125+ 28.41% |
$54.5K - $62K
|
565
$197K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
125+ 25.61% |
$54.5K - $62K
|
613
$213K
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
124+ 23.8% |
$54.1K - $61.5K
|
645
$224K
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
123+ 24.95% |
$53.7K - $61K
|
616
$214K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
123New |
$53.7K - $61K
|
123
$42.8K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
122+ 6.43% |
$53.2K - $60.5K
|
2.02K
$703K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
122+ 13.23% |
$53.2K - $60.5K
|
1.04K
$363K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
120+ 25.26% |
$52.4K - $59.5K
|
595
$207K
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
120+ 4.1% |
$52.4K - $59.5K
|
3.04K
$1.06M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
119+ 11.51% |
$51.9K - $59K
|
1.15K
$401K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
115+ 1.94% |
$50.2K - $57.1K
|
6.05K
$2.11M
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
115+ 7.29% |
$50.2K - $57.1K
|
1.69K
$589K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
114+ 15.66% |
$49.7K - $56.6K
|
842
$293K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
114+ 2.53% |
$49.7K - $56.6K
|
4.62K
$1.61M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
111+ 8.76% |
$48.4K - $55.1K
|
1.38K
$479K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
111+ 10.57% |
$48.4K - $55.1K
|
1.16K
$404K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
111+ 2.54% |
$48.4K - $55.1K
|
4.49K
$1.56M
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
110+ 1.02% |
$48K - $54.6K
|
10.9K
$3.79M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
109+ 11.58% |
$47.6K - $54.1K
|
1.05K
$365K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108+ 11.16% |
$47.1K - $53.6K
|
1.08K
$374K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
107+ 2.43% |
$46.7K - $53.1K
|
4.51K
$1.57M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
106+ 4.36% |
$46.3K - $52.6K
|
2.54K
$882K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
105+ 0.89% |
$45.8K - $52.1K
|
12K
$4.16M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
102+ 3.13% |
$44.5K - $50.6K
|
3.37K
$1.17M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
101+ 7.24% |
$44.1K - $50.1K
|
1.5K
$520K
|