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 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-193- 0.19% |
$84.2K - $95.8K
|
99.8K
$39.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-193- 15.2% |
$84.2K - $95.8K
|
1.08K
$423K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-197- 18.66% |
$86K - $97.8K
|
859
$338K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-199- 23.98% |
$86.8K - $98.7K
|
631
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 4.9% |
$87.3K - $99.2K
|
3.88K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-200- 0.53% |
$87.3K - $99.2K
|
37.5K
$14.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 3.07% |
$87.3K - $99.2K
|
6.31K
$2.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-200- 3.94% |
$87.3K - $99.2K
|
4.88K
$1.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-202- 31.71% |
$88.1K - $100K
|
435
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-203- 14.55% |
$88.6K - $101K
|
1.19K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-204- 1.42% |
$89K - $101K
|
14.2K
$5.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-205- 7.72% |
$89.4K - $102K
|
2.45K
$963K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-207- 20.52% |
$90.3K - $103K
|
802
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-209- 3.74% |
$91.2K - $104K
|
5.39K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-210- 18.01% |
$91.6K - $104K
|
956
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-211- 2.23% |
$92.1K - $105K
|
9.25K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-216- 1.73% |
$94.2K - $107K
|
12.3K
$4.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-217- 0.72% |
$94.7K - $108K
|
30.1K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-219- 0.85% |
$95.6K - $109K
|
25.7K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-219- 2.35% |
$95.6K - $109K
|
9.11K
$3.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-221- 12.48% |
$96.4K - $110K
|
1.55K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-225- 1.07% |
$98.2K - $112K
|
20.8K
$8.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-226- 22.07% |
$98.6K - $112K
|
798
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-228- 1.41% |
$99.5K - $113K
|
16K
$6.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-228- 53.15% |
$99.5K - $113K
|
201
$79K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-234- 22.41% |
$102K - $116K
|
810
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-235- 1.59% |
$103K - $117K
|
14.5K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-239- 0.97% |
$104K - $119K
|
24.5K
$9.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-245- 18.37% |
$107K - $122K
|
1.09K
$428K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-245- 3.7% |
$107K - $122K
|
6.39K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-245- 5.51% |
$107K - $122K
|
4.2K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-247- 0.24% |
$108K - $123K
|
104K
$41M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-250- 34.58% |
$109K - $124K
|
473
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-251- 4.32% |
$110K - $125K
|
5.55K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-261- 0.79% |
$114K - $130K
|
32.9K
$12.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-266- 2.78% |
$116K - $132K
|
9.32K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-272- 8.51% |
$119K - $135K
|
2.92K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-278- 30.96% |
$121K - $138K
|
620
$244K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-279- 7.3% |
$122K - $138K
|
3.54K
$1.39M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-279- 17.71% |
$122K - $138K
|
1.3K
$509K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-280- 47.78% |
$122K - $139K
|
306
$120K
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-282- 0.76% |
$123K - $140K
|
37K
$14.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-290- 6.06% |
$127K - $144K
|
4.49K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-299- 4.88% |
$130K - $148K
|
5.83K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-299- 7.14% |
$130K - $148K
|
3.89K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-301- 21.7% |
$131K - $149K
|
1.09K
$427K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-315- 9.53% |
$137K - $156K
|
2.99K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-327- 18.77% |
$143K - $162K
|
1.42K
$556K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-328- 1.27% |
$143K - $163K
|
25.4K
$9.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-335- 1.64% |
$146K - $166K
|
20.1K
$7.89M
|