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 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-335- 6.12% |
$146K - $166K
|
5.14K
$2.02M
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-337- 10.26% |
$147K - $167K
|
2.95K
$1.16M
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-338- 0.39% |
$147K - $168K
|
87.4K
$34.3M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-339- 10.02% |
$148K - $168K
|
3.05K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-345- 91.76% |
$151K - $171K
|
31
$12.2K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-352- 3.29% |
$154K - $175K
|
10.3K
$4.06M
|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-354- 48.23% |
$154K - $176K
|
380
$149K
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-355- 0.78% |
$155K - $176K
|
45.4K
$17.9M
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-355- 36.41% |
$155K - $176K
|
620
$244K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-363- 1.79% |
$158K - $180K
|
19.9K
$7.83M
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-365- 10.46% |
$159K - $181K
|
3.13K
$1.23M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-367- 4.94% |
$160K - $182K
|
7.06K
$2.77M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 2.16% |
$161K - $183K
|
16.7K
$6.55M
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-376- 2.17% |
$164K - $187K
|
17K
$6.68M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-376- 9.23% |
$164K - $187K
|
3.7K
$1.45M
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-382- 37.2% |
$167K - $190K
|
645
$254K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-384- 35.42% |
$168K - $191K
|
700
$275K
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-385- 1.09% |
$168K - $191K
|
34.9K
$13.7M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-391- 8.59% |
$171K - $194K
|
4.16K
$1.64M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-392- 6.49% |
$171K - $195K
|
5.65K
$2.22M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-395- 6.6% |
$172K - $196K
|
5.59K
$2.2M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-398- 16.95% |
$174K - $197K
|
1.95K
$766K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-399- 11.18% |
$174K - $198K
|
3.17K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-406- 12.96% |
$177K - $201K
|
2.73K
$1.07M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-412- 27.86% |
$180K - $204K
|
1.07K
$419K
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-431- 22.17% |
$188K - $214K
|
1.51K
$595K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-435- 4.82% |
$190K - $216K
|
8.58K
$3.37M
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-436- 16.69% |
$190K - $216K
|
2.18K
$855K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-444- 1.37% |
$194K - $220K
|
31.9K
$12.5M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-445- 1.02% |
$194K - $221K
|
43.3K
$17M
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-484- 0.48% |
$211K - $240K
|
100K
$39.5M
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-489- 8.62% |
$213K - $243K
|
5.19K
$2.04M
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-500- 22.42% |
$218K - $248K
|
1.73K
$680K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-510- 55.98% |
$223K - $253K
|
401
$158K
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-524- 11.26% |
$229K - $260K
|
4.13K
$1.62M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-535- 43.25% |
$233K - $265K
|
702
$276K
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-544- 3.39% |
$237K - $270K
|
15.5K
$6.1M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-562- 37.39% |
$245K - $279K
|
941
$370K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-563Closed |
$246K - $279K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-575- 5.95% |
$251K - $285K
|
9.09K
$3.57M
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-585- 4.57% |
$255K - $290K
|
12.2K
$4.81M
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-606- 18.72% |
$264K - $301K
|
2.63K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-606- 36.16% |
$264K - $301K
|
1.07K
$421K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-613- 3.26% |
$267K - $304K
|
18.2K
$7.16M
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-652- 1.9% |
$284K - $324K
|
33.6K
$13.2M
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-677- 19.73% |
$295K - $336K
|
2.75K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-686- 45.07% |
$299K - $340K
|
836
$329K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-694- 38.86% |
$303K - $344K
|
1.09K
$429K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-694- 38.86% |
$303K - $344K
|
1.09K
$429K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-709- 0.16% |
$309K - $352K
|
451K
$177M
|