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
|
Prudent Man Advisors, LLC
|
BUY
|
- |
68+ 4.72% |
$33.8K - $37.3K
|
1.51K
$525K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
67+ 0.21% |
$33.3K - $36.7K
|
31.4K
$10.9M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 14.19% |
$33.3K - $36.7K
|
539
$187K
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
67+ 0.81% |
$33.3K - $36.7K
|
8.31K
$2.89M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 14.19% |
$33.3K - $36.7K
|
539
$187K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
66+ 19.76% |
$32.8K - $36.2K
|
400
$139K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
66+ 1.9% |
$32.8K - $36.2K
|
3.54K
$1.23M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 6.77% |
$32.3K - $35.6K
|
1.03K
$357K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
65+ 1.05% |
$32.3K - $35.6K
|
6.23K
$2.17M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
65+ 0.27% |
$32.3K - $35.6K
|
24.4K
$8.48M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
64+ 10.81% |
$31.8K - $35.1K
|
656
$228K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
64+ 8.91% |
$31.8K - $35.1K
|
782
$272K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
64+ 8.52% |
$31.8K - $35.1K
|
815
$283K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
64+ 3.11% |
$31.8K - $35.1K
|
2.12K
$737K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
63+ 4.93% |
$31.3K - $34.5K
|
1.34K
$467K
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
63+ 1.03% |
$31.3K - $34.5K
|
6.19K
$2.15M
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
63+ 6.28% |
$31.3K - $34.5K
|
1.07K
$371K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
63+ 14.38% |
$31.3K - $34.5K
|
501
$174K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
63+ 6.6% |
$31.3K - $34.5K
|
1.02K
$354K
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
60+ 6.38% |
$29.8K - $32.9K
|
1K
$348K
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60+ 4.82% |
$29.8K - $32.9K
|
1.31K
$454K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59+ 10.97% |
$29.4K - $32.3K
|
597
$208K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 9.49% |
$29.4K - $32.3K
|
681
$237K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 1.04% |
$29.4K - $32.3K
|
5.72K
$1.99M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
58+ 4.07% |
$28.9K - $31.8K
|
1.48K
$515K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
57+ 4.22% |
$28.4K - $31.2K
|
1.41K
$490K
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
57+ 12.61% |
$28.4K - $31.2K
|
509
$177K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
57+ 4.63% |
$28.4K - $31.2K
|
1.29K
$448K
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
56+ 0.92% |
$27.9K - $30.7K
|
6.11K
$2.13M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.68% |
$27.9K - $30.7K
|
8.33K
$2.9M
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
55+ 0.91% |
$27.4K - $30.1K
|
6.12K
$2.13M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
53+ 9.69% |
$26.4K - $29K
|
600
$209K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
53+ 2.31% |
$26.4K - $29K
|
2.35K
$817K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
53+ 1.45% |
$26.4K - $29K
|
3.7K
$1.29M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$25.9K - $28.5K
|
52
$18.1K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
52+ 11.43% |
$25.9K - $28.5K
|
507
$176K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
52+ 0.98% |
$25.9K - $28.5K
|
5.34K
$1.86M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51+ 2.53% |
$25.4K - $27.9K
|
2.07K
$719K
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
51+ 2.36% |
$25.4K - $27.9K
|
2.21K
$770K
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
BUY
|
- |
51+ 0.33% |
$25.4K - $27.9K
|
15.6K
$5.43M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 3.33% |
$25.4K - $27.9K
|
1.58K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.85% |
$25.4K - $27.9K
|
2.81K
$977K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
50New |
$24.9K - $27.4K
|
50
$17.4K
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
50+ 1.39% |
$24.9K - $27.4K
|
3.65K
$1.27M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
50+ 19.69% |
$24.9K - $27.4K
|
304
$106K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
50+ 8.0% |
$24.9K - $27.4K
|
675
$235K
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
50+ 1.47% |
$24.9K - $27.4K
|
3.44K
$1.2M
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
49+ 1.76% |
$24.4K - $26.8K
|
2.83K
$983K
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
49+ 0.36% |
$24.4K - $26.8K
|
13.6K
$4.75M
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
47+ 9.42% |
$23.4K - $25.7K
|
546
$190K
|