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 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58+ 12.06% |
$25.3K - $28.8K
|
539
$187K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
57+ 10.98% |
$24.9K - $28.3K
|
576
$200K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
57+ 6.58% |
$24.9K - $28.3K
|
923
$321K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
56+ 1.91% |
$24.4K - $27.8K
|
2.98K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
56+ 12.67% |
$24.4K - $27.8K
|
498
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
55+ 1.49% |
$24K - $27.3K
|
3.75K
$1.3M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
55+ 1.49% |
$24K - $27.3K
|
3.75K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 3.8% |
$23.6K - $26.8K
|
1.48K
$513K
|
|
|
Jul 09, 2025
Q2 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
53+ 1.82% |
$23.1K - $26.3K
|
2.97K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
52+ 110.64% |
$22.7K - $25.8K
|
99
$34.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
52+ 4.23% |
$22.7K - $25.8K
|
1.28K
$445K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
51+ 5.44% |
$22.3K - $25.3K
|
988
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
51+ 10.67% |
$22.3K - $25.3K
|
529
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
51+ 2.71% |
$22.3K - $25.3K
|
1.93K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
51+ 1.6% |
$22.3K - $25.3K
|
3.24K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
50+ 6.17% |
$21.8K - $24.8K
|
861
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 9.28% |
$21.8K - $24.8K
|
589
$205K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 6.85% |
$21.8K - $24.8K
|
780
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 20.0% |
$21.8K - $24.8K
|
300
$104K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
49+ 1.14% |
$21.4K - $24.3K
|
4.35K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49+ 5.76% |
$21.4K - $24.3K
|
900
$313K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
49+ 8.09% |
$21.4K - $24.3K
|
655
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
47+ 3.66% |
$20.5K - $23.3K
|
1.33K
$463K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
45+ 2.87% |
$19.6K - $22.3K
|
1.61K
$561K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
40+ 266.67% |
$17.5K - $19.8K
|
55
$19.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
39+ 1.71% |
$17K - $19.4K
|
2.32K
$807K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
39+ 0.47% |
$17K - $19.4K
|
8.28K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39+ 7.69% |
$17K - $19.4K
|
546
$190K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 134.48% |
$17K - $19.4K
|
68
$23.7K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
38+ 1.58% |
$16.6K - $18.9K
|
2.44K
$849K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
37+ 4.91% |
$16.1K - $18.4K
|
790
$275K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
37+ 1.87% |
$16.1K - $18.4K
|
2.01K
$700K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
37+ 2.66% |
$16.1K - $18.4K
|
1.43K
$496K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
36+ 5.54% |
$15.7K - $17.9K
|
686
$239K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 1.72% |
$15.7K - $17.9K
|
2.14K
$743K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 22.29% |
$15.3K - $17.4K
|
192
$66.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
35+ 2.49% |
$15.3K - $17.4K
|
1.44K
$502K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 7.46% |
$15.3K - $17.4K
|
504
$175K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35+ 3.65% |
$15.3K - $17.4K
|
995
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35+ 0.01% |
$15.3K - $17.4K
|
307K
$107M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
34+ 4.21% |
$14.8K - $16.9K
|
841
$293K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
34+ 2.04% |
$14.8K - $16.9K
|
1.7K
$591K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
33+ 0.61% |
$14.4K - $16.4K
|
5.44K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.06% |
$14.4K - $16.4K
|
58.8K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
32+ 3.79% |
$14K - $15.9K
|
877
$305K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30+ 3.68% |
$13.1K - $14.9K
|
846
$294K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
30+ 4.33% |
$13.1K - $14.9K
|
723
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
30+ 0.71% |
$13.1K - $14.9K
|
4.24K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30+ 2.58% |
$13.1K - $14.9K
|
1.19K
$415K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
29New |
$12.7K - $14.4K
|
29
$10.1K
|