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 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 2.51% |
$8.95K - $9.86K
|
734
$288K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
17+ 2.47% |
$8.46K - $9.31K
|
705
$277K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 6.09% |
$8.46K - $9.31K
|
296
$116K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 3.5% |
$8.46K - $9.31K
|
503
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
17+ 1.04% |
$8.46K - $9.31K
|
1.65K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
17+ 3.28% |
$8.46K - $9.31K
|
536
$211K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
16+ 2.06% |
$7.96K - $8.76K
|
793
$312K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.37% |
$7.96K - $8.76K
|
4.38K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
16+ 1.72% |
$7.96K - $8.76K
|
946
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 2.97% |
$7.96K - $8.76K
|
554
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
16+ 1.47% |
$7.96K - $8.76K
|
1.11K
$435K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
16+ 1.05% |
$7.96K - $8.76K
|
1.54K
$603K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
16+ 2.64% |
$7.96K - $8.76K
|
622
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
16+ 0.32% |
$7.96K - $8.76K
|
5.05K
$1.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 7.32% |
$7.46K - $8.22K
|
220
$86.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15+ 2.47% |
$7.46K - $8.22K
|
622
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 3.03% |
$7.46K - $8.22K
|
510
$200K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 214.29% |
$7.46K - $8.22K
|
22
$8.65K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 6.12% |
$7.46K - $8.22K
|
260
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
15+ 3.74% |
$7.46K - $8.22K
|
416
$164K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 1.2% |
$7.46K - $8.22K
|
1.26K
$496K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 4.38% |
$6.96K - $7.67K
|
334
$131K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$6.96K - $7.67K
|
6.14K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 73.68% |
$6.96K - $7.67K
|
33
$13K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.88% |
$6.96K - $7.67K
|
1.61K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14+ 2.32% |
$6.96K - $7.67K
|
618
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 1.63% |
$6.96K - $7.67K
|
874
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 1.04% |
$6.47K - $7.12K
|
1.26K
$496K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13+ 0.33% |
$6.47K - $7.12K
|
3.97K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
13+ 0.81% |
$6.47K - $7.12K
|
1.61K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13+ 2.31% |
$6.47K - $7.12K
|
575
$226K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 2.23% |
$6.47K - $7.12K
|
596
$234K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
13+ 2.69% |
$6.47K - $7.12K
|
497
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 0.46% |
$6.47K - $7.12K
|
2.86K
$1.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
12+ 0.09% |
$5.97K - $6.57K
|
13.8K
$5.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12New |
$5.97K - $6.57K
|
12
$4.72K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.53% |
$5.97K - $6.57K
|
2.26K
$890K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 70.59% |
$5.97K - $6.57K
|
29
$11.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
11+ 2.14% |
$5.47K - $6.03K
|
524
$206K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 2.99% |
$5.47K - $6.03K
|
379
$149K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 1.43% |
$5.47K - $6.03K
|
780
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
10+ 2.35% |
$4.97K - $5.48K
|
435
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 166.67% |
$4.97K - $5.48K
|
16
$6.29K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10+ 1.38% |
$4.97K - $5.48K
|
736
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10+ 0.12% |
$4.97K - $5.48K
|
8.17K
$3.21M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$4.48K - $4.93K
|
9
$3.54K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.34% |
$4.48K - $4.93K
|
2.63K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 1.05% |
$4.48K - $4.93K
|
865
$340K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
9+ 1.76% |
$4.48K - $4.93K
|
521
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.23% |
$4.48K - $4.93K
|
4K
$1.57M
|