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 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
29+ 1.9% |
$12.7K - $14.4K
|
1.56K
$542K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
29+ 1.2% |
$12.7K - $14.4K
|
2.44K
$848K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
28+ 3.13% |
$12.2K - $13.9K
|
922
$321K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
26New |
$11.3K - $12.9K
|
26
$9.04K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26New |
$11.3K - $12.9K
|
26
$9.04K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
25+ 29.41% |
$10.9K - $12.4K
|
110
$38.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
25+ 0.53% |
$10.9K - $12.4K
|
4.76K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
25+ 3.07% |
$10.9K - $12.4K
|
839
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
25+ 0.02% |
$10.9K - $12.4K
|
130K
$45.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
25+ 5.0% |
$10.9K - $12.4K
|
525
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$10.9K - $12.4K
|
25
$8.7K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25New |
$10.9K - $12.4K
|
25
$8.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
24+ 22.64% |
$10.5K - $11.9K
|
130
$45.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
24+ 0.34% |
$10.5K - $11.9K
|
7.19K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24+ 4.88% |
$10.5K - $11.9K
|
516
$179K
|
|
|
Aug 11, 2023
Q2 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
23New |
$10K - $11.4K
|
23
$8K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
22New |
$9.6K - $10.9K
|
22
$7.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
22+ 38.6% |
$9.6K - $10.9K
|
79
$27.5K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
22+ 0.57% |
$9.6K - $10.9K
|
3.86K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
21+ 1.14% |
$9.16K - $10.4K
|
1.86K
$646K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
21+ 2.19% |
$9.16K - $10.4K
|
978
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
21+ 0.46% |
$9.16K - $10.4K
|
4.62K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20+ 1.95% |
$8.73K - $9.92K
|
1.05K
$364K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
20+ 1.39% |
$8.73K - $9.92K
|
1.46K
$507K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
19+ 2.59% |
$8.29K - $9.43K
|
752
$262K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
19+ 17.27% |
$8.29K - $9.43K
|
129
$44.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
19New |
$8.29K - $9.43K
|
19
$6.61K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
18+ 138.46% |
$7.85K - $8.93K
|
31
$10.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18+ 1.07% |
$7.85K - $8.93K
|
1.71K
$593K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.53% |
$7.85K - $8.93K
|
3.43K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 6.41% |
$7.85K - $8.93K
|
299
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 2.44% |
$7.85K - $8.93K
|
757
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 38.64% |
$7.42K - $8.44K
|
61
$21.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17+ 0.23% |
$7.42K - $8.44K
|
7.55K
$2.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
16+ 3.12% |
$6.98K - $7.94K
|
529
$184K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 233.33% |
$6.11K - $6.95K
|
20
$6.96K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
14+ 2.78% |
$6.11K - $6.95K
|
517
$180K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14+ 0.89% |
$6.11K - $6.95K
|
1.58K
$550K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
13+ 1.06% |
$5.67K - $6.45K
|
1.24K
$430K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
13+ 1.5% |
$5.67K - $6.45K
|
879
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13+ 0.93% |
$5.67K - $6.45K
|
1.41K
$490K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13+ 0.42% |
$5.67K - $6.45K
|
3.1K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 3.2% |
$5.67K - $6.45K
|
419
$146K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12+ 0.46% |
$5.24K - $5.95K
|
2.61K
$906K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
12+ 0.69% |
$5.24K - $5.95K
|
1.75K
$608K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
12+ 0.14% |
$5.24K - $5.95K
|
8.51K
$2.96M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 13.19% |
$5.24K - $5.95K
|
103
$35.8K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
11+ 0.57% |
$4.8K - $5.46K
|
1.94K
$674K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
10+ 1.44% |
$4.36K - $4.96K
|
703
$245K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10New |
$4.36K - $4.96K
|
10
$3.48K
|