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 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
8+ 0.77% |
$3.49K - $3.97K
|
1.05K
$413K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.53% |
$3.49K - $3.97K
|
1.51K
$592K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.84% |
$3.49K - $3.97K
|
962
$378K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
7+ 0.69% |
$3.05K - $3.47K
|
1.03K
$404K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 140.0% |
$3.05K - $3.47K
|
12
$4.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.34% |
$3.05K - $3.47K
|
2.08K
$818K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$3.05K - $3.47K
|
7
$2.75K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
7+ 0.79% |
$3.05K - $3.47K
|
891
$350K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
7+ 0.14% |
$3.05K - $3.47K
|
5.18K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7+ 1.02% |
$3.05K - $3.47K
|
693
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7+ 0.54% |
$3.05K - $3.47K
|
1.31K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 1.46% |
$3.05K - $3.47K
|
487
$191K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
6+ 0.42% |
$2.62K - $2.98K
|
1.45K
$570K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 5.1% |
$2.18K - $2.48K
|
103
$40.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5New |
$2.18K - $2.48K
|
5
$1.97K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 0.1% |
$2.18K - $2.48K
|
5.15K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 0.54% |
$2.18K - $2.48K
|
925
$364K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4+ 0.59% |
$1.75K - $1.98K
|
679
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4+ 0.12% |
$1.75K - $1.98K
|
3.38K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.45% |
$1.75K - $1.98K
|
888
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.58% |
$1.75K - $1.98K
|
698
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4+ 0.74% |
$1.75K - $1.98K
|
541
$213K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 9.09% |
$1.31K - $1.49K
|
36
$14.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 0.46% |
$1.31K - $1.49K
|
652
$256K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
3+ 0.72% |
$1.31K - $1.49K
|
417
$164K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
3+ 0.44% |
$1.31K - $1.49K
|
684
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3+ 37.5% |
$1.31K - $1.49K
|
11
$4.32K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
3+ 0.03% |
$1.31K - $1.49K
|
9.05K
$3.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 3.23% |
$873 - $992
|
64
$25.2K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
2+ 0.21% |
$873 - $992
|
977
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.22% |
$873 - $992
|
896
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.37% |
$873 - $992
|
542
$213K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 18.18% |
$873 - $992
|
13
$5.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.14% |
$873 - $992
|
1.4K
$552K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2+ 0.18% |
$873 - $992
|
1.12K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$873 - $992
|
654
$257K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.2% |
$436 - $496
|
506
$199K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 25.0% |
$436 - $496
|
5
$1.97K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.04% |
$436 - $496
|
2.64K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.1% |
$436 - $496
|
1.02K
$399K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
1+ 0.15% |
$436 - $496
|
680
$267K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.17% |
$436 - $496
|
591
$232K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
1+ 0.08% |
$436 - $496
|
1.2K
$472K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$436 - $496
|
1.75K
$686K
|
|
|
Aug 01, 2023
Q2 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1+ 0.01% |
$436 - $496
|
7.26K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$436 - $496
|
6.03K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$436 - $496
|
933
$367K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.16% |
$436 - $496
|
621
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1+ 0.13% |
$436 - $496
|
757
$298K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.21% |
$436 - $496
|
487
$191K
|