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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
101+ 2.73% |
$44.1K - $50.1K
|
3.8K
$1.32M
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
100+ 4.39% |
$43.6K - $49.6K
|
2.38K
$828K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
100+ 44.05% |
$43.6K - $49.6K
|
327
$114K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100+ 41.15% |
$43.6K - $49.6K
|
343
$119K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 105.26% |
$43.6K - $49.6K
|
195
$67.8K
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
100+ 0.93% |
$43.6K - $49.6K
|
10.9K
$3.79M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
99+ 5.14% |
$43.2K - $49.1K
|
2.03K
$705K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
98+ 2.4% |
$42.8K - $48.6K
|
4.19K
$1.46M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
98+ 13.94% |
$42.8K - $48.6K
|
801
$279K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
97+ 3.37% |
$42.3K - $48.1K
|
2.97K
$1.03M
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
96+ 13.83% |
$41.9K - $47.6K
|
790
$275K
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
95+ 4.53% |
$41.5K - $47.1K
|
2.19K
$762K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
91+ 5.39% |
$39.7K - $45.2K
|
1.78K
$618K
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
91+ 0.29% |
$39.7K - $45.2K
|
31.5K
$11M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
90+ 11.48% |
$39.3K - $44.7K
|
874
$304K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
90+ 34.35% |
$39.3K - $44.7K
|
352
$122K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
89New |
$38.8K - $44.2K
|
89
$31K
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
88+ 0.9% |
$38.4K - $43.7K
|
9.92K
$3.45M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
86+ 31.05% |
$37.5K - $42.7K
|
363
$126K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
86+ 16.57% |
$37.5K - $42.7K
|
605
$210K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
84+ 0.39% |
$36.7K - $41.7K
|
21.4K
$7.46M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
83+ 1.52% |
$36.2K - $41.2K
|
5.53K
$1.92M
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
82+ 1.26% |
$35.8K - $40.7K
|
6.58K
$2.29M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
82+ 18.39% |
$35.8K - $40.7K
|
528
$184K
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 5.32% |
$34.9K - $39.7K
|
1.58K
$551K
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
77+ 1.53% |
$33.6K - $38.2K
|
5.12K
$1.78M
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
77+ 1.22% |
$33.6K - $38.2K
|
6.39K
$2.22M
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
76+ 9.34% |
$33.2K - $37.7K
|
890
$310K
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
75+ 2.69% |
$32.7K - $37.2K
|
2.87K
$997K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
74+ 3.91% |
$32.3K - $36.7K
|
1.97K
$684K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
73+ 36.87% |
$31.9K - $36.2K
|
271
$94.3K
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
73+ 96.05% |
$31.9K - $36.2K
|
149
$51.8K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
72+ 0.3% |
$31.4K - $35.7K
|
23.7K
$8.25M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
70New |
$30.5K - $34.7K
|
70
$24.3K
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
70+ 8.89% |
$30.5K - $34.7K
|
857
$298K
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
68+ 1.51% |
$29.7K - $33.7K
|
4.56K
$1.59M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
68+ 1.74% |
$29.7K - $33.7K
|
3.98K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
68New |
$29.7K - $33.7K
|
68
$23.7K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
65+ 6.94% |
$28.4K - $32.3K
|
1K
$348K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64+ 10.81% |
$27.9K - $31.8K
|
656
$228K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
64+ 1.32% |
$27.9K - $31.8K
|
4.93K
$1.71M
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
63+ 4.15% |
$27.5K - $31.3K
|
1.58K
$550K
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
63+ 11.5% |
$27.5K - $31.3K
|
611
$213K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
62+ 2.19% |
$27.1K - $30.8K
|
2.89K
$1.01M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62+ 10.42% |
$27.1K - $30.8K
|
657
$229K
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
62+ 13.48% |
$27.1K - $30.8K
|
522
$182K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 2.51% |
$26.6K - $30.3K
|
2.49K
$868K
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
61+ 1.64% |
$26.6K - $30.3K
|
3.78K
$1.31M
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
59+ 3.78% |
$25.7K - $29.3K
|
1.62K
$564K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59+ 2.36% |
$25.7K - $29.3K
|
2.56K
$889K
|