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 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
527+ 4.81% |
$230K - $261K
|
11.5K
$4.51M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
526New |
$230K - $261K
|
526
$207K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
522New |
$228K - $259K
|
522
$205K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
521+ 24.17% |
$227K - $259K
|
2.68K
$1.05M
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
514+ 52.08% |
$224K - $255K
|
1.5K
$590K
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
514+ 52.08% |
$224K - $255K
|
1.5K
$590K
|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
500New |
$218K - $248K
|
500
$197K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
500New |
$218K - $248K
|
500
$197K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
497+ 8.31% |
$217K - $247K
|
6.48K
$2.55M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
496+ 7.14% |
$216K - $246K
|
7.45K
$2.93M
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
496+ 56.43% |
$216K - $246K
|
1.38K
$540K
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
490New |
$214K - $243K
|
490
$193K
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
486New |
$212K - $241K
|
486
$191K
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
485New |
$212K - $241K
|
485
$191K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
480+ 5.44% |
$209K - $238K
|
9.31K
$3.66M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
472+ 8.66% |
$206K - $234K
|
5.92K
$2.33M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
467+ 614.47% |
$204K - $232K
|
543
$213K
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
463New |
$202K - $230K
|
463
$182K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
462New |
$202K - $229K
|
462
$182K
|
|
Aug 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
461+ 12.62% |
$201K - $229K
|
4.11K
$1.62M
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
459New |
$200K - $228K
|
459
$180K
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
459New |
$200K - $228K
|
459
$180K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
458New |
$200K - $227K
|
458
$180K
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
455+ 2.39% |
$199K - $226K
|
19.5K
$7.67M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447+ 13.98% |
$195K - $222K
|
3.64K
$1.43M
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
445+ 7.87% |
$194K - $221K
|
6.1K
$2.4M
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
438+ 4.17% |
$191K - $217K
|
10.9K
$4.3M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
436+ 37.72% |
$190K - $216K
|
1.59K
$626K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
410+ 7.02% |
$179K - $203K
|
6.25K
$2.46M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
407+ 63.2% |
$178K - $202K
|
1.05K
$413K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
404+ 13.35% |
$176K - $200K
|
3.43K
$1.35M
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
403+ 3.89% |
$176K - $200K
|
10.8K
$4.23M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
403+ 42.07% |
$176K - $200K
|
1.36K
$535K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
403+ 9.6% |
$176K - $200K
|
4.6K
$1.81M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
396+ 14.03% |
$173K - $196K
|
3.22K
$1.27M
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
385+ 0.84% |
$168K - $191K
|
46.5K
$18.3M
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
380+ 38.42% |
$166K - $189K
|
1.37K
$538K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
376+ 9.28% |
$164K - $187K
|
4.43K
$1.74M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
361+ 42.87% |
$158K - $179K
|
1.2K
$473K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
361New |
$158K - $179K
|
361
$142K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
359+ 50.0% |
$157K - $178K
|
1.08K
$423K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
356+ 15.4% |
$155K - $177K
|
2.67K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
351+ 68.96% |
$153K - $174K
|
860
$338K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
329+ 73.6% |
$144K - $163K
|
776
$305K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
327+ 7.07% |
$143K - $162K
|
4.95K
$1.95M
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
316+ 53.47% |
$138K - $157K
|
907
$356K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
314+ 4.45% |
$137K - $156K
|
7.38K
$2.9M
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
301+ 18.47% |
$131K - $149K
|
1.93K
$759K
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
290+ 61.31% |
$127K - $144K
|
763
$300K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
282+ 40.69% |
$123K - $140K
|
975
$383K
|