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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23+ 1.91% |
$11.4K - $12.6K
|
1.23K
$427K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
23+ 2.86% |
$11.4K - $12.6K
|
828
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
23+ 0.48% |
$11.4K - $12.6K
|
4.84K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 104.55% |
$11.4K - $12.6K
|
45
$15.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$11.4K - $12.6K
|
23
$8K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
22+ 6.75% |
$10.9K - $12.1K
|
348
$121K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.14% |
$10.9K - $12.1K
|
15.3K
$5.33M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
22+ 3.89% |
$10.9K - $12.1K
|
588
$205K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 3.88% |
$10.4K - $11.5K
|
562
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21+ 17.36% |
$10.4K - $11.5K
|
142
$49.4K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 13.79% |
$9.95K - $11K
|
165
$57.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 47.62% |
$9.95K - $11K
|
62
$21.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 1.08% |
$9.95K - $11K
|
1.88K
$653K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 23.81% |
$9.95K - $11K
|
104
$36.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
19+ 4.79% |
$9.45K - $10.4K
|
416
$145K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 225.0% |
$8.95K - $9.86K
|
26
$9.04K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
18+ 0.53% |
$8.95K - $9.86K
|
3.39K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 2.51% |
$8.95K - $9.86K
|
734
$255K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
17+ 2.47% |
$8.46K - $9.31K
|
705
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 6.09% |
$8.46K - $9.31K
|
296
$103K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 3.5% |
$8.46K - $9.31K
|
503
$175K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
17+ 1.04% |
$8.46K - $9.31K
|
1.65K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
17+ 3.28% |
$8.46K - $9.31K
|
536
$186K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
16+ 2.06% |
$7.96K - $8.76K
|
793
$276K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.37% |
$7.96K - $8.76K
|
4.38K
$1.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
16+ 1.72% |
$7.96K - $8.76K
|
946
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 2.97% |
$7.96K - $8.76K
|
554
$193K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
16+ 1.47% |
$7.96K - $8.76K
|
1.11K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
16+ 1.05% |
$7.96K - $8.76K
|
1.54K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
16+ 2.64% |
$7.96K - $8.76K
|
622
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
16+ 0.32% |
$7.96K - $8.76K
|
5.05K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 7.32% |
$7.46K - $8.22K
|
220
$76.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15+ 2.47% |
$7.46K - $8.22K
|
622
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 3.03% |
$7.46K - $8.22K
|
510
$177K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 214.29% |
$7.46K - $8.22K
|
22
$7.65K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 6.12% |
$7.46K - $8.22K
|
260
$90.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
15+ 3.74% |
$7.46K - $8.22K
|
416
$145K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 1.2% |
$7.46K - $8.22K
|
1.26K
$439K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 4.38% |
$6.96K - $7.67K
|
334
$116K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$6.96K - $7.67K
|
6.14K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 73.68% |
$6.96K - $7.67K
|
33
$11.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.88% |
$6.96K - $7.67K
|
1.61K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14+ 2.32% |
$6.96K - $7.67K
|
618
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14+ 1.63% |
$6.96K - $7.67K
|
874
$304K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 1.04% |
$6.47K - $7.12K
|
1.26K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13+ 0.33% |
$6.47K - $7.12K
|
3.97K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
13+ 0.81% |
$6.47K - $7.12K
|
1.61K
$560K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13+ 2.31% |
$6.47K - $7.12K
|
575
$200K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 2.23% |
$6.47K - $7.12K
|
596
$207K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
13+ 2.69% |
$6.47K - $7.12K
|
497
$173K
|