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
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-92- 3.78% |
$40.1K - $45.7K
|
2.34K
$920K
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-100- 4.92% |
$43.6K - $49.6K
|
1.93K
$759K
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-100- 1.03% |
$43.6K - $49.6K
|
9.59K
$3.77M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 3.53% |
$44.9K - $51.1K
|
2.81K
$1.11M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-104- 16.3% |
$45.4K - $51.6K
|
534
$210K
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-107- 16.09% |
$46.7K - $53.1K
|
558
$219K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-109- 16.77% |
$47.6K - $54.1K
|
541
$213K
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-110- 18.49% |
$48K - $54.6K
|
485
$191K
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-113- 8.3% |
$49.3K - $56.1K
|
1.25K
$491K
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-116- 10.84% |
$50.6K - $57.6K
|
954
$375K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-118- 4.29% |
$51.5K - $58.6K
|
2.64K
$1.04M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-121- 23.91% |
$52.8K - $60K
|
385
$151K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-124- 7.68% |
$54.1K - $61.5K
|
1.49K
$586K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-124- 8.73% |
$54.1K - $61.5K
|
1.3K
$510K
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-125- 7.35% |
$54.5K - $62K
|
1.58K
$619K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-125- 8.55% |
$54.5K - $62K
|
1.34K
$525K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-132- 7.57% |
$57.6K - $65.5K
|
1.61K
$634K
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-134- 4.2% |
$58.5K - $66.5K
|
3.05K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-135- 7.89% |
$58.9K - $67K
|
1.58K
$619K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-137- 6.51% |
$59.8K - $68K
|
1.97K
$774K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-139- 1.11% |
$60.6K - $69K
|
12.4K
$4.86M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-140- 9.87% |
$61.1K - $69.5K
|
1.28K
$502K
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-142- 9.52% |
$62K - $70.5K
|
1.35K
$531K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 20.05% |
$64.1K - $72.9K
|
586
$230K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-150- 6.58% |
$65.4K - $74.4K
|
2.13K
$836K
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 6.52% |
$65.4K - $74.4K
|
2.15K
$845K
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-150- 18.75% |
$65.4K - $74.4K
|
650
$255K
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-151- 13.36% |
$65.9K - $74.9K
|
979
$385K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-152- 7.89% |
$66.3K - $75.4K
|
1.78K
$698K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-152- 20.43% |
$66.3K - $75.4K
|
592
$233K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-154- 3.74% |
$67.2K - $76.4K
|
3.96K
$1.56M
|
|
Jul 31, 2023
Q2 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-155- 0.99% |
$67.6K - $76.9K
|
15.6K
$6.11M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-155- 6.67% |
$67.6K - $76.9K
|
2.17K
$852K
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-155- 8.35% |
$67.6K - $76.9K
|
1.7K
$669K
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-157- 15.51% |
$68.5K - $77.9K
|
855
$336K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-158- 33.83% |
$68.9K - $78.4K
|
309
$121K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-160- 5.47% |
$69.8K - $79.4K
|
2.77K
$1.09M
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-164- 17.23% |
$71.6K - $81.4K
|
788
$310K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-167- 18.25% |
$72.9K - $82.9K
|
748
$294K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-169- 53.65% |
$73.7K - $83.9K
|
146
$57.4K
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-169- 12.83% |
$73.7K - $83.9K
|
1.15K
$451K
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-170- 0.2% |
$74.2K - $84.4K
|
84.7K
$33.3M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-174- 5.94% |
$75.9K - $86.3K
|
2.76K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-176- 0.91% |
$76.8K - $87.3K
|
19.2K
$7.55M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-177- 22.9% |
$77.2K - $87.8K
|
596
$234K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-177- 4.74% |
$77.2K - $87.8K
|
3.55K
$1.4M
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-178- 10.44% |
$77.7K - $88.3K
|
1.53K
$600K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-183- 90.59% |
$79.8K - $90.8K
|
19
$7.47K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-185- 5.74% |
$80.7K - $91.8K
|
3.04K
$1.19M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-188- 22.95% |
$82K - $93.3K
|
631
$248K
|