Purchases and Sales Made in Q2 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q2 2024. 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 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
302+ 10.89% |
$150K - $165K
|
3.08K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
302+ 9.04% |
$150K - $165K
|
3.64K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
300New |
$149K - $164K
|
300
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
300+ 4.82% |
$149K - $164K
|
6.53K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
300New |
$149K - $164K
|
300
$104K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
295+ 1.49% |
$147K - $162K
|
20.1K
$7M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
293New |
$146K - $161K
|
293
$102K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
290+ 3.93% |
$144K - $159K
|
7.66K
$2.66M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
289+ 18.14% |
$144K - $158K
|
1.88K
$655K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
288New |
$143K - $158K
|
288
$100K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
275+ 68.24% |
$137K - $151K
|
678
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
275+ 10.46% |
$137K - $151K
|
2.91K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
272+ 8.78% |
$135K - $149K
|
3.37K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
271+ 9.43% |
$135K - $148K
|
3.14K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
265+ 3.4% |
$132K - $145K
|
8.06K
$2.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
264+ 1.4% |
$131K - $145K
|
19.1K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
264+ 1.83% |
$131K - $145K
|
14.7K
$5.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
263New |
$131K - $144K
|
263
$91.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
261+ 37.55% |
$130K - $143K
|
956
$333K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
258+ 5.03% |
$128K - $141K
|
5.39K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
258+ 7.04% |
$128K - $141K
|
3.92K
$1.36M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
256+ 19.01% |
$127K - $140K
|
1.6K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
254+ 1.81% |
$126K - $139K
|
14.3K
$4.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
253+ 4.16% |
$126K - $139K
|
6.33K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
251+ 0.51% |
$125K - $137K
|
49.8K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
248+ 26.84% |
$123K - $136K
|
1.17K
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
247+ 11.09% |
$123K - $135K
|
2.48K
$861K
|
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
243+ 5.84% |
$121K - $133K
|
4.4K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
243+ 15.08% |
$121K - $133K
|
1.85K
$645K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
242+ 5.43% |
$120K - $133K
|
4.7K
$1.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
232+ 346.27% |
$115K - $127K
|
299
$104K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
230+ 12.41% |
$114K - $126K
|
2.08K
$725K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
230+ 18.24% |
$114K - $126K
|
1.49K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
229+ 15.51% |
$114K - $125K
|
1.71K
$593K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
229+ 3.64% |
$114K - $125K
|
6.51K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
229+ 32.03% |
$114K - $125K
|
944
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
228+ 207.27% |
$113K - $125K
|
338
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
225+ 15.44% |
$112K - $123K
|
1.68K
$585K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
222+ 95.28% |
$110K - $122K
|
455
$158K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
216+ 1.99% |
$107K - $118K
|
11.1K
$3.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
215+ 32.92% |
$107K - $118K
|
868
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
214+ 12.97% |
$106K - $117K
|
1.86K
$648K
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
214+ 4.11% |
$106K - $117K
|
5.42K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 14.53% |
$105K - $116K
|
1.67K
$581K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211+ 15.92% |
$105K - $116K
|
1.54K
$534K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
208+ 37.01% |
$103K - $114K
|
770
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
207+ 4.24% |
$103K - $113K
|
5.09K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
206+ 33.01% |
$102K - $113K
|
830
$289K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 4.29% |
$101K - $112K
|
4.96K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
200+ 7.91% |
$99.5K - $110K
|
2.73K
$949K
|