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 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 40.0% |
$4.36K - $4.96K
|
15
$5.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 2.7% |
$4.36K - $4.96K
|
361
$142K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 2.7% |
$4.36K - $4.96K
|
361
$142K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-11- 0.17% |
$4.8K - $5.46K
|
6.31K
$2.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-11- 1.93% |
$4.8K - $5.46K
|
558
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 1.6% |
$4.8K - $5.46K
|
677
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11- 35.48% |
$4.8K - $5.46K
|
20
$7.86K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-11- 0.69% |
$4.8K - $5.46K
|
1.58K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11- 1.87% |
$4.8K - $5.46K
|
576
$226K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 1.85% |
$5.24K - $5.95K
|
638
$251K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-12- 7.36% |
$5.24K - $5.95K
|
151
$59.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-12- 28.57% |
$5.24K - $5.95K
|
30
$11.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-12- 1.0% |
$5.24K - $5.95K
|
1.19K
$467K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13- 2.14% |
$5.67K - $6.45K
|
595
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 2.92% |
$6.11K - $6.95K
|
465
$183K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-15- 1.78% |
$6.54K - $7.44K
|
830
$326K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-15- 0.86% |
$6.54K - $7.44K
|
1.73K
$681K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-15- 2.02% |
$6.54K - $7.44K
|
727
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-15- 0.37% |
$6.54K - $7.44K
|
4.09K
$1.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-16- 3.29% |
$6.98K - $7.94K
|
471
$185K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-16- 0.25% |
$6.98K - $7.94K
|
6.51K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 3.48% |
$6.98K - $7.94K
|
444
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-16- 0.68% |
$6.98K - $7.94K
|
2.33K
$917K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-16- 2.66% |
$6.98K - $7.94K
|
586
$230K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-17- 0.75% |
$7.42K - $8.44K
|
2.26K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-17- 1.82% |
$7.42K - $8.44K
|
919
$361K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 38.3% |
$7.85K - $8.93K
|
29
$11.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-19- 11.24% |
$8.29K - $9.43K
|
150
$59K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19- 1.7% |
$8.29K - $9.43K
|
1.1K
$431K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-20- 0.54% |
$8.73K - $9.92K
|
3.65K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 15.87% |
$8.73K - $9.92K
|
106
$41.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-20- 90.91% |
$8.73K - $9.92K
|
2
$786
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 4.68% |
$8.73K - $9.92K
|
407
$160K
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-20- 0.07% |
$8.73K - $9.92K
|
30.7K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-21- 14.79% |
$9.16K - $10.4K
|
121
$47.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-21- 0.43% |
$9.16K - $10.4K
|
4.85K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-21- 3.27% |
$9.16K - $10.4K
|
622
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-22- 0.57% |
$9.6K - $10.9K
|
3.87K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-22- 1.48% |
$9.6K - $10.9K
|
1.46K
$575K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-22- 3.89% |
$9.6K - $10.9K
|
543
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-22- 1.42% |
$9.6K - $10.9K
|
1.53K
$601K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-24- 28.24% |
$10.5K - $11.9K
|
61
$24K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-24- 0.55% |
$10.5K - $11.9K
|
4.33K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.89% |
$10.9K - $12.4K
|
2.78K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25- 0.85% |
$10.9K - $12.4K
|
2.93K
$1.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-26- 12.62% |
$11.3K - $12.9K
|
180
$70.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-26- 2.31% |
$11.3K - $12.9K
|
1.1K
$432K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-26- 0.17% |
$11.3K - $12.9K
|
15.5K
$6.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-26- 3.66% |
$11.3K - $12.9K
|
685
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-26- 2.07% |
$11.3K - $12.9K
|
1.23K
$483K
|