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
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
36+ 7.73% |
$17.9K - $19.7K
|
502
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
35+ 1.73% |
$17.4K - $19.2K
|
2.06K
$810K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
35+ 1.44% |
$17.4K - $19.2K
|
2.47K
$971K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34+ 4.89% |
$16.9K - $18.6K
|
730
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34+ 3.9% |
$16.9K - $18.6K
|
905
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$16.4K - $18.1K
|
33
$13K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
33+ 4.29% |
$16.4K - $18.1K
|
803
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
33+ 0.82% |
$16.4K - $18.1K
|
4.08K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
32+ 1.41% |
$15.9K - $17.5K
|
2.3K
$902K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
32+ 6.27% |
$15.9K - $17.5K
|
542
$213K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 6.54% |
$15.9K - $17.5K
|
521
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
32+ 4.34% |
$15.9K - $17.5K
|
769
$302K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
31+ 2.82% |
$15.4K - $17K
|
1.13K
$444K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
31+ 344.44% |
$15.4K - $17K
|
40
$15.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
30+ 3.4% |
$14.9K - $16.4K
|
912
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30+ 3.86% |
$14.9K - $16.4K
|
807
$317K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
29+ 5.41% |
$14.4K - $15.9K
|
565
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
29+ 1.63% |
$14.4K - $15.9K
|
1.81K
$710K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
28+ 2.18% |
$13.9K - $15.3K
|
1.31K
$515K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27+ 3.24% |
$13.4K - $14.8K
|
861
$338K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
27+ 0.04% |
$13.4K - $14.8K
|
67.5K
$26.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
27+ 3.09% |
$13.4K - $14.8K
|
902
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
27+ 20.77% |
$13.4K - $14.8K
|
157
$61.7K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
26+ 8.2% |
$12.9K - $14.2K
|
343
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
26+ 3.08% |
$12.9K - $14.2K
|
870
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 2.59% |
$12.9K - $14.2K
|
1.03K
$404K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26+ 1.8% |
$12.9K - $14.2K
|
1.47K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
26+ 4.04% |
$12.9K - $14.2K
|
670
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 3.11% |
$12.9K - $14.2K
|
862
$339K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 4.17% |
$12.4K - $13.7K
|
625
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
25+ 0.61% |
$12.4K - $13.7K
|
4.15K
$1.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24+ 4.15% |
$11.9K - $13.1K
|
602
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 4.41% |
$11.9K - $13.1K
|
568
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24+ 3.93% |
$11.9K - $13.1K
|
635
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23+ 1.91% |
$11.4K - $12.6K
|
1.23K
$483K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
23+ 2.86% |
$11.4K - $12.6K
|
828
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
23+ 0.48% |
$11.4K - $12.6K
|
4.84K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 104.55% |
$11.4K - $12.6K
|
45
$17.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$11.4K - $12.6K
|
23
$9.04K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
22+ 6.75% |
$10.9K - $12.1K
|
348
$137K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.14% |
$10.9K - $12.1K
|
15.3K
$6.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 3.88% |
$10.4K - $11.5K
|
562
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 17.36% |
$10.4K - $11.5K
|
142
$55.8K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 13.79% |
$9.95K - $11K
|
165
$64.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 47.62% |
$9.95K - $11K
|
62
$24.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 1.08% |
$9.95K - $11K
|
1.88K
$738K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 23.81% |
$9.95K - $11K
|
104
$40.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
19+ 4.79% |
$9.45K - $10.4K
|
416
$164K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 225.0% |
$8.95K - $9.86K
|
26
$10.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
18+ 0.53% |
$8.95K - $9.86K
|
3.39K
$1.33M
|