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 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
101+ 505.0% |
$50.2K - $55.3K
|
121
$47.6K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 23.26% |
$49.7K - $54.8K
|
530
$208K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
100+ 2.32% |
$49.7K - $54.8K
|
4.41K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
100+ 3.78% |
$49.7K - $54.8K
|
2.75K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
100+ 50.0% |
$49.7K - $54.8K
|
300
$118K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98+ 13.73% |
$48.8K - $53.7K
|
812
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 12.96% |
$48.8K - $53.7K
|
854
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
97+ 15.62% |
$48.3K - $53.1K
|
718
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
96+ 7.58% |
$47.8K - $52.6K
|
1.36K
$535K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
93+ 17.0% |
$46.3K - $50.9K
|
640
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
93+ 8.17% |
$46.3K - $50.9K
|
1.23K
$484K
|
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
BUY
|
- |
88+ 0.85% |
$43.8K - $48.2K
|
10.5K
$4.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
87+ 19.73% |
$43.3K - $47.7K
|
528
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
87+ 0.38% |
$43.3K - $47.7K
|
22.8K
$8.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
86+ 7.43% |
$42.8K - $47.1K
|
1.24K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
84+ 7.34% |
$41.8K - $46K
|
1.23K
$483K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
84+ 3.86% |
$41.8K - $46K
|
2.26K
$887K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
83+ 3.43% |
$41.3K - $45.5K
|
2.5K
$984K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
81+ 3.37% |
$40.3K - $44.4K
|
2.49K
$977K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
81+ 6.5% |
$40.3K - $44.4K
|
1.33K
$522K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
81+ 4.04% |
$40.3K - $44.4K
|
2.09K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
81+ 0.63% |
$40.3K - $44.4K
|
13K
$5.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
80+ 19.32% |
$39.8K - $43.8K
|
494
$194K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
79+ 8.95% |
$39.3K - $43.3K
|
962
$378K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
79+ 0.54% |
$39.3K - $43.3K
|
14.6K
$5.73M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
78+ 2.65% |
$38.8K - $42.7K
|
3.02K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 0.09% |
$38.8K - $42.7K
|
90.8K
$35.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
77+ 105.48% |
$38.3K - $42.2K
|
150
$59K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
77+ 1.93% |
$38.3K - $42.2K
|
4.07K
$1.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75+ 2.29% |
$37.3K - $41.1K
|
3.36K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
72+ 5.83% |
$35.8K - $39.4K
|
1.31K
$514K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
72+ 13.48% |
$35.8K - $39.4K
|
606
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
72+ 6.02% |
$35.8K - $39.4K
|
1.27K
$498K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
71+ 4.17% |
$35.3K - $38.9K
|
1.77K
$697K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
70+ 7.28% |
$34.8K - $38.3K
|
1.03K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
70+ 8.52% |
$34.8K - $38.3K
|
892
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
68+ 4.72% |
$33.8K - $37.3K
|
1.51K
$593K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
67+ 0.21% |
$33.3K - $36.7K
|
31.4K
$12.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 14.19% |
$33.3K - $36.7K
|
539
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
67+ 0.81% |
$33.3K - $36.7K
|
8.31K
$3.26M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 14.19% |
$33.3K - $36.7K
|
539
$212K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
66+ 19.76% |
$32.8K - $36.2K
|
400
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
66+ 1.9% |
$32.8K - $36.2K
|
3.54K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 6.77% |
$32.3K - $35.6K
|
1.03K
$403K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
65+ 1.05% |
$32.3K - $35.6K
|
6.23K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
65+ 0.27% |
$32.3K - $35.6K
|
24.4K
$9.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
64+ 10.81% |
$31.8K - $35.1K
|
656
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
64+ 8.91% |
$31.8K - $35.1K
|
782
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
64+ 8.52% |
$31.8K - $35.1K
|
815
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
64+ 3.11% |
$31.8K - $35.1K
|
2.12K
$833K
|