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 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
173+ 0.72% |
$86.1K - $94.8K
|
24.1K
$9.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
171+ 15.28% |
$85.1K - $93.7K
|
1.29K
$507K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
170+ 10.41% |
$84.6K - $93.1K
|
1.8K
$709K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
163+ 7.13% |
$81.1K - $89.3K
|
2.45K
$963K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
160+ 18.71% |
$79.6K - $87.6K
|
1.02K
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
160+ 15.3% |
$79.6K - $87.6K
|
1.21K
$474K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
159New |
$79.1K - $87.1K
|
159
$62.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
158+ 2.26% |
$78.6K - $86.6K
|
7.14K
$2.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
157+ 13.97% |
$78.1K - $86K
|
1.28K
$503K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
154+ 9.32% |
$76.6K - $84.4K
|
1.81K
$710K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
154+ 35.48% |
$76.6K - $84.4K
|
588
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
153+ 19.82% |
$76.1K - $83.8K
|
925
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
152+ 2.6% |
$75.6K - $83.3K
|
6K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
151+ 5.76% |
$75.1K - $82.7K
|
2.77K
$1.09M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
151+ 0.99% |
$75.1K - $82.7K
|
15.5K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
146+ 1.93% |
$72.6K - $80K
|
7.71K
$3.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
145+ 10.96% |
$72.1K - $79.4K
|
1.47K
$577K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
145+ 9.65% |
$72.1K - $79.4K
|
1.65K
$647K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
145+ 3.79% |
$72.1K - $79.4K
|
3.98K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
143+ 1.53% |
$71.1K - $78.3K
|
9.46K
$3.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
141+ 7.43% |
$70.1K - $77.2K
|
2.04K
$801K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
140+ 14.03% |
$69.6K - $76.7K
|
1.14K
$447K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
139+ 12.23% |
$69.2K - $76.1K
|
1.28K
$502K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
138+ 2.65% |
$68.7K - $75.6K
|
5.34K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
136+ 2.64% |
$67.7K - $74.5K
|
5.29K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
134New |
$66.7K - $73.4K
|
134
$52.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
132+ 91.67% |
$65.7K - $72.3K
|
276
$108K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
127+ 8.43% |
$63.2K - $69.6K
|
1.63K
$642K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
126+ 21.58% |
$62.7K - $69K
|
710
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
124+ 11.15% |
$61.7K - $67.9K
|
1.24K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
123+ 11.75% |
$61.2K - $67.4K
|
1.17K
$460K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
121+ 2.99% |
$60.2K - $66.3K
|
4.16K
$1.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
121+ 0.59% |
$60.2K - $66.3K
|
20.7K
$8.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
121+ 0.18% |
$60.2K - $66.3K
|
66.8K
$26.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
120+ 4.42% |
$59.7K - $65.7K
|
2.84K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
120+ 3.56% |
$59.7K - $65.7K
|
3.5K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
117+ 10.87% |
$58.2K - $64.1K
|
1.19K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
115+ 16.81% |
$57.2K - $63K
|
799
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
114New |
$56.7K - $62.4K
|
114
$44.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
111+ 4.58% |
$55.2K - $60.8K
|
2.54K
$997K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
106+ 0.22% |
$52.7K - $58.1K
|
49.2K
$19.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
105+ 1.79% |
$52.2K - $57.5K
|
5.97K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
104+ 2.94% |
$51.7K - $57K
|
3.64K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
104+ 4.24% |
$51.7K - $57K
|
2.55K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
104+ 9.11% |
$51.7K - $57K
|
1.25K
$490K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
103+ 13.09% |
$51.2K - $56.4K
|
890
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
103+ 643.75% |
$51.2K - $56.4K
|
119
$46.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
103+ 1.86% |
$51.2K - $56.4K
|
5.63K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
101+ 4.21% |
$50.2K - $55.3K
|
2.5K
$983K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 8.82% |
$50.2K - $55.3K
|
1.25K
$490K
|