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 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-23- 4.95% |
$11.4K - $12.6K
|
442
$154K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-23- 0.17% |
$11.4K - $12.6K
|
13.3K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-23- 3.11% |
$11.4K - $12.6K
|
716
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-24- 4.07% |
$11.9K - $13.1K
|
566
$197K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-25- 0.35% |
$12.4K - $13.7K
|
7.07K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-25- 3.96% |
$12.4K - $13.7K
|
607
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 16.67% |
$12.4K - $13.7K
|
125
$43.5K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-26- 0.64% |
$12.9K - $14.2K
|
4.01K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-26- 6.52% |
$12.9K - $14.2K
|
373
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26- 5.35% |
$12.9K - $14.2K
|
460
$160K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-28- 3.41% |
$13.9K - $15.3K
|
792
$275K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-29- 0.77% |
$14.4K - $15.9K
|
3.73K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-29- 6.26% |
$14.4K - $15.9K
|
434
$151K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-29- 70.73% |
$14.4K - $15.9K
|
12
$4.17K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 4.38% |
$14.9K - $16.4K
|
655
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 14.63% |
$14.9K - $16.4K
|
175
$60.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-30- 0.93% |
$14.9K - $16.4K
|
3.18K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-30- 5.65% |
$14.9K - $16.4K
|
501
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-31- 1.58% |
$15.4K - $17K
|
1.93K
$670K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 4.13% |
$15.9K - $17.5K
|
742
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32- 6.27% |
$15.9K - $17.5K
|
478
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-32- 4.58% |
$15.9K - $17.5K
|
666
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-34- 0.54% |
$16.9K - $18.6K
|
6.29K
$2.19M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-34- 5.32% |
$16.9K - $18.6K
|
605
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-34- 0.76% |
$16.9K - $18.6K
|
4.47K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-34- 4.78% |
$16.9K - $18.6K
|
677
$235K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-34- 1.64% |
$16.9K - $18.6K
|
2.03K
$707K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-35- 3.16% |
$17.4K - $19.2K
|
1.07K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-35- 4.91% |
$17.4K - $19.2K
|
678
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-36- 5.14% |
$17.9K - $19.7K
|
665
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-37- 2.28% |
$18.4K - $20.3K
|
1.59K
$552K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-38- 2.23% |
$18.9K - $20.8K
|
1.66K
$578K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-39- 4.7% |
$19.4K - $21.4K
|
790
$275K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-40- 1.78% |
$19.9K - $21.9K
|
2.2K
$766K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-40- 5.2% |
$19.9K - $21.9K
|
729
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-40- 34.78% |
$19.9K - $21.9K
|
75
$26.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-40- 4.45% |
$19.9K - $21.9K
|
858
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 36.04% |
$19.9K - $21.9K
|
71
$24.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-40- 7.92% |
$19.9K - $21.9K
|
465
$162K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-41- 9.32% |
$20.4K - $22.5K
|
399
$139K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 3.22% |
$20.9K - $23K
|
1.26K
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-42- 5.76% |
$20.9K - $23K
|
687
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-42- 8.66% |
$20.9K - $23K
|
443
$154K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-43- 5.48% |
$21.4K - $23.6K
|
742
$258K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-43- 55.13% |
$21.4K - $23.6K
|
35
$12.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-45- 2.67% |
$22.4K - $24.7K
|
1.64K
$571K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-45- 18.91% |
$22.4K - $24.7K
|
193
$67.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-45- 2.37% |
$22.4K - $24.7K
|
1.86K
$646K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-46- 0.13% |
$22.9K - $25.2K
|
36K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-46- 1.56% |
$22.9K - $25.2K
|
2.9K
$1.01M
|