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 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.72% |
$436 - $496
|
59
$23.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.88% |
$436 - $496
|
16
$6.29K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1- 0.05% |
$436 - $496
|
2.02K
$795K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-1- 0.22% |
$436 - $496
|
462
$182K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 0.55% |
$436 - $496
|
182
$71.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.66% |
$436 - $496
|
150
$59K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.09% |
$436 - $496
|
1.07K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.23% |
$436 - $496
|
431
$169K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 20.0% |
$436 - $496
|
4
$1.57K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2- 0.2% |
$873 - $992
|
985
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.29% |
$873 - $992
|
699
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2- 0.05% |
$873 - $992
|
3.91K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2- 5.56% |
$873 - $992
|
34
$13.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3- 0.42% |
$1.31K - $1.49K
|
715
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$1.31K - $1.49K
|
6.88K
$2.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-3- 0.22% |
$1.31K - $1.49K
|
1.34K
$527K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3- 0.66% |
$1.31K - $1.49K
|
452
$178K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 1.71% |
$1.31K - $1.49K
|
172
$67.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3- 0.42% |
$1.31K - $1.49K
|
708
$278K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4- 0.83% |
$1.75K - $1.98K
|
479
$188K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-4- 0.24% |
$1.75K - $1.98K
|
1.65K
$649K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 1.1% |
$1.75K - $1.98K
|
360
$141K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-4- 0.5% |
$1.75K - $1.98K
|
789
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4- 0.33% |
$1.75K - $1.98K
|
1.2K
$470K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 1.35% |
$2.18K - $2.48K
|
365
$143K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-5- 0.44% |
$2.18K - $2.48K
|
1.14K
$447K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5- 0.34% |
$2.18K - $2.48K
|
1.47K
$578K
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-5- 0.12% |
$2.18K - $2.48K
|
4.18K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 0.63% |
$2.18K - $2.48K
|
788
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5- 0.11% |
$2.18K - $2.48K
|
4.37K
$1.72M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-6- 0.93% |
$2.62K - $2.98K
|
640
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-6- 0.69% |
$2.62K - $2.98K
|
861
$338K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6- 0.75% |
$2.62K - $2.98K
|
799
$314K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-7- 6.6% |
$3.05K - $3.47K
|
99
$38.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 1.18% |
$3.05K - $3.47K
|
588
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 8.05% |
$3.05K - $3.47K
|
80
$31.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7- 0.08% |
$3.05K - $3.47K
|
8.3K
$3.26M
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-7- 0.33% |
$3.05K - $3.47K
|
2.09K
$821K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.53% |
$3.49K - $3.97K
|
1.49K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8- 17.39% |
$3.49K - $3.97K
|
38
$14.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8- 1.57% |
$3.49K - $3.97K
|
500
$197K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9- 0.96% |
$3.93K - $4.47K
|
931
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 1.83% |
$3.93K - $4.47K
|
483
$190K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 27.27% |
$3.93K - $4.47K
|
24
$9.43K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-10- 0.24% |
$4.36K - $4.96K
|
4.12K
$1.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.45% |
$4.36K - $4.96K
|
2.22K
$873K
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-10- 1.28% |
$4.36K - $4.96K
|
774
$304K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-10- 0.68% |
$4.36K - $4.96K
|
1.46K
$572K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 1.25% |
$4.36K - $4.96K
|
793
$312K
|