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 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-27- 0.32% |
$11.8K - $13.4K
|
8.39K
$3.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-28- 1.42% |
$12.2K - $13.9K
|
1.94K
$763K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-28- 90.32% |
$12.2K - $13.9K
|
3
$1.18K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-28- 27.18% |
$12.2K - $13.9K
|
75
$29.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-28- 34.57% |
$12.2K - $13.9K
|
53
$20.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-29- 1.48% |
$12.7K - $14.4K
|
1.93K
$760K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-29- 0.15% |
$12.7K - $14.4K
|
19K
$7.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-29- 6.99% |
$12.7K - $14.4K
|
386
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-29- 0.39% |
$12.7K - $14.4K
|
7.48K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-29- 4.82% |
$12.7K - $14.4K
|
573
$225K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-29- 0.54% |
$12.7K - $14.4K
|
5.39K
$2.12M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-29- 0.88% |
$12.7K - $14.4K
|
3.28K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-30- 0.59% |
$13.1K - $14.9K
|
5.06K
$1.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-30- 5.52% |
$13.1K - $14.9K
|
513
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 4.63% |
$13.1K - $14.9K
|
618
$243K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-31- 2.26% |
$13.5K - $15.4K
|
1.34K
$526K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-31- 2.48% |
$13.5K - $15.4K
|
1.22K
$478K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-31- 1.5% |
$13.5K - $15.4K
|
2.04K
$800K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-31- 2.26% |
$13.5K - $15.4K
|
1.34K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-32- 4.53% |
$14K - $15.9K
|
674
$265K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
SELL
|
- |
-33- 0.55% |
$14.4K - $16.4K
|
5.92K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33- 1.05% |
$14.4K - $16.4K
|
3.11K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-33- 0.45% |
$14.4K - $16.4K
|
7.23K
$2.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-34- 0.34% |
$14.8K - $16.9K
|
10.1K
$3.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-34- 4.35% |
$14.8K - $16.9K
|
748
$294K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 26.52% |
$15.3K - $17.4K
|
97
$38.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-35- 1.62% |
$15.3K - $17.4K
|
2.13K
$837K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-37- 3.89% |
$16.1K - $18.4K
|
915
$360K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-39- 2.79% |
$17K - $19.4K
|
1.36K
$535K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-39- 0.88% |
$17K - $19.4K
|
4.37K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-39- 1.15% |
$17K - $19.4K
|
3.36K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-40- 6.68% |
$17.5K - $19.8K
|
559
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-40- 6.68% |
$17.5K - $19.8K
|
559
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-40- 4.22% |
$17.5K - $19.8K
|
907
$356K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-41- 5.53% |
$17.9K - $20.3K
|
700
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-41- 0.48% |
$17.9K - $20.3K
|
8.47K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-43- 4.65% |
$18.8K - $21.3K
|
881
$346K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-44- 1.24% |
$19.2K - $21.8K
|
3.51K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-44- 1.51% |
$19.2K - $21.8K
|
2.87K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-44- 1.42% |
$19.2K - $21.8K
|
3.06K
$1.2M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-44- 1.96% |
$19.2K - $21.8K
|
2.21K
$867K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-45- 1.06% |
$19.6K - $22.3K
|
4.2K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-45- 1.14% |
$19.6K - $22.3K
|
3.89K
$1.53M
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-45- 0.1% |
$19.6K - $22.3K
|
46.4K
$18.2M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 13.39% |
$19.6K - $22.3K
|
291
$114K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-46- 1.02% |
$20.1K - $22.8K
|
4.45K
$1.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-49- 7.87% |
$21.4K - $24.3K
|
574
$226K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 7.9% |
$21.8K - $24.8K
|
583
$229K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-50- 5.78% |
$21.8K - $24.8K
|
815
$320K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 3.19% |
$21.8K - $24.8K
|
1.52K
$595K
|