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 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 0.97% |
$21.8K - $24.8K
|
5.09K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-51- 2.45% |
$22.3K - $25.3K
|
2.03K
$799K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-52- 3.06% |
$22.7K - $25.8K
|
1.65K
$647K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-53- 8.37% |
$23.1K - $26.3K
|
580
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-54- 5.92% |
$23.6K - $26.8K
|
858
$337K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-54- 2.69% |
$23.6K - $26.8K
|
1.96K
$768K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-54- 2.79% |
$23.6K - $26.8K
|
1.88K
$739K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-55- 2.49% |
$24K - $27.3K
|
2.16K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-55- 7.01% |
$24K - $27.3K
|
730
$287K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-56- 1.34% |
$24.4K - $27.8K
|
4.11K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-56- 1.25% |
$24.4K - $27.8K
|
4.43K
$1.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-58- 7.62% |
$25.3K - $28.8K
|
703
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-59- 32.6% |
$25.7K - $29.3K
|
122
$48K
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-60- 4.85% |
$26.2K - $29.8K
|
1.18K
$462K
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-61- 1.41% |
$26.6K - $30.3K
|
4.25K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-62- 9.57% |
$27.1K - $30.8K
|
586
$230K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-63- 7.17% |
$27.5K - $31.3K
|
816
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-63- 9.57% |
$27.5K - $31.3K
|
595
$234K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-64- 2.71% |
$27.9K - $31.8K
|
2.29K
$902K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-66- 10.36% |
$28.8K - $32.7K
|
571
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-66- 7.85% |
$28.8K - $32.7K
|
775
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-66- 0.05% |
$28.8K - $32.7K
|
145K
$57.1M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-69- 6.5% |
$30.1K - $34.2K
|
993
$390K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-69- 8.18% |
$30.1K - $34.2K
|
775
$305K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-70- 1.82% |
$30.5K - $34.7K
|
3.77K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-72- 0.26% |
$31.4K - $35.7K
|
28.1K
$11M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-73- 14.07% |
$31.9K - $36.2K
|
446
$175K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-73- 12.74% |
$31.9K - $36.2K
|
500
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-73- 0.21% |
$31.9K - $36.2K
|
34.2K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-73- 4.36% |
$31.9K - $36.2K
|
1.6K
$629K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-74- 7.99% |
$32.3K - $36.7K
|
852
$335K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 7.83% |
$32.7K - $37.2K
|
883
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-75- 0.84% |
$32.7K - $37.2K
|
8.83K
$3.47M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 10.56% |
$32.7K - $37.2K
|
635
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-76- 1.1% |
$33.2K - $37.7K
|
6.86K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-77- 0.7% |
$33.6K - $38.2K
|
10.9K
$4.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-80- 31.37% |
$34.9K - $39.7K
|
175
$68.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 2.67% |
$34.9K - $39.7K
|
2.92K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-81- 0.16% |
$35.3K - $40.2K
|
49.7K
$19.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-83- 1.54% |
$36.2K - $41.2K
|
5.31K
$2.09M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-84- 10.62% |
$36.7K - $41.7K
|
707
$278K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-84- 5.22% |
$36.7K - $41.7K
|
1.53K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-84- 0.96% |
$36.7K - $41.7K
|
8.71K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-85- 0.97% |
$37.1K - $42.2K
|
8.65K
$3.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-86- 7.81% |
$37.5K - $42.7K
|
1.02K
$399K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-88- 7.74% |
$38.4K - $43.7K
|
1.05K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-88- 2.06% |
$38.4K - $43.7K
|
4.18K
$1.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-90- 13.6% |
$39.3K - $44.7K
|
572
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-90- 7.41% |
$39.3K - $44.7K
|
1.12K
$442K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-90- 0.5% |
$39.3K - $44.7K
|
18.1K
$7.1M
|