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 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 1.73% |
$4.48K - $4.93K
|
511
$178K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 21.28% |
$4.97K - $5.48K
|
37
$12.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.45% |
$4.97K - $5.48K
|
2.2K
$765K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-10- 1.54% |
$4.97K - $5.48K
|
640
$223K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10- 24.39% |
$4.97K - $5.48K
|
31
$10.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10- 1.89% |
$4.97K - $5.48K
|
520
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.76% |
$4.97K - $5.48K
|
1.31K
$457K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10- 0.22% |
$4.97K - $5.48K
|
4.57K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11- 1.15% |
$5.47K - $6.03K
|
942
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-11- 2.15% |
$5.47K - $6.03K
|
501
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-11- 2.25% |
$5.47K - $6.03K
|
477
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11- 1.4% |
$5.47K - $6.03K
|
772
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-12- 0.64% |
$5.97K - $6.57K
|
1.87K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-12- 0.94% |
$5.97K - $6.57K
|
1.26K
$439K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-13- 1.87% |
$6.47K - $7.12K
|
682
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-14- 1.92% |
$6.96K - $7.67K
|
715
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.31% |
$6.96K - $7.67K
|
4.52K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 1.74% |
$6.96K - $7.67K
|
790
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-14- 0.05% |
$6.96K - $7.67K
|
27.3K
$9.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-14- 1.18% |
$6.96K - $7.67K
|
1.17K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 2.84% |
$6.96K - $7.67K
|
479
$167K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-15- 2.16% |
$7.46K - $8.22K
|
679
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15- 3.36% |
$7.46K - $8.22K
|
431
$150K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-15- 3.71% |
$7.46K - $8.22K
|
389
$135K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 0.82% |
$7.96K - $8.76K
|
1.93K
$671K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-16- 2.33% |
$7.96K - $8.76K
|
671
$233K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-16- 0.23% |
$7.96K - $8.76K
|
6.82K
$2.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17- 0.45% |
$8.46K - $9.31K
|
3.75K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-17- 3.1% |
$8.46K - $9.31K
|
532
$185K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-17- 2.19% |
$8.46K - $9.31K
|
758
$264K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.05% |
$8.95K - $9.86K
|
1.69K
$589K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-18- 1.55% |
$8.95K - $9.86K
|
1.14K
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-18- 2.38% |
$8.95K - $9.86K
|
737
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-19- 0.39% |
$9.45K - $10.4K
|
4.8K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-19- 1.61% |
$9.45K - $10.4K
|
1.16K
$404K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-20- 2.53% |
$9.95K - $11K
|
770
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-20- 2.17% |
$9.95K - $11K
|
903
$314K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.8% |
$9.95K - $11K
|
2.49K
$866K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20- 2.12% |
$9.95K - $11K
|
922
$321K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-21- 1.46% |
$10.4K - $11.5K
|
1.42K
$492K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-21- 1.88% |
$10.4K - $11.5K
|
1.1K
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-21- 2.97% |
$10.4K - $11.5K
|
687
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21- 2.05% |
$10.4K - $11.5K
|
1K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 4.84% |
$10.4K - $11.5K
|
413
$144K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 2.36% |
$10.9K - $12.1K
|
912
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-22- 0.57% |
$10.9K - $12.1K
|
3.83K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-22- 1.39% |
$10.9K - $12.1K
|
1.56K
$544K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-22- 0.11% |
$10.9K - $12.1K
|
20K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-22- 0.48% |
$10.9K - $12.1K
|
4.6K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
SELL
|
- |
-23- 3.25% |
$11.4K - $12.6K
|
685
$238K
|