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 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-67- 4.05% |
$33.3K - $36.7K
|
1.59K
$653K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-68- 7.86% |
$33.8K - $37.3K
|
797
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-68- 6.3% |
$33.8K - $37.3K
|
1.01K
$416K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-69- 4.74% |
$34.3K - $37.8K
|
1.39K
$570K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-70- 5.36% |
$34.8K - $38.3K
|
1.24K
$509K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-71- 8.13% |
$35.3K - $38.9K
|
802
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-73- 4.43% |
$36.3K - $40K
|
1.57K
$647K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-74- 4.5% |
$36.8K - $40.5K
|
1.57K
$646K
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-74- 1.52% |
$36.8K - $40.5K
|
4.8K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-77- 2.76% |
$38.3K - $42.2K
|
2.71K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-78- 0.65% |
$38.8K - $42.7K
|
12K
$4.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-84- 6.95% |
$41.8K - $46K
|
1.12K
$462K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-85- 15.71% |
$42.3K - $46.6K
|
456
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-87- 1.96% |
$43.3K - $47.7K
|
4.36K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-90- 1.39% |
$44.8K - $49.3K
|
6.38K
$2.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-90- 3.6% |
$44.8K - $49.3K
|
2.41K
$990K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-91- 1.96% |
$45.3K - $49.8K
|
4.56K
$1.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-91- 37.3% |
$45.3K - $49.8K
|
153
$62.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-92- 14.18% |
$45.8K - $50.4K
|
557
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-92- 3.29% |
$45.8K - $50.4K
|
2.7K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-94- 7.28% |
$46.8K - $51.5K
|
1.2K
$493K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-95- 1.52% |
$47.3K - $52K
|
6.16K
$2.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-95- 4.01% |
$47.3K - $52K
|
2.27K
$935K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-95- 5.25% |
$47.3K - $52K
|
1.71K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-95- 2.82% |
$47.3K - $52K
|
3.28K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-95- 3.74% |
$47.3K - $52K
|
2.45K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-96- 17.27% |
$47.8K - $52.6K
|
460
$189K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-98- 3.41% |
$48.8K - $53.7K
|
2.78K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-98- 2.59% |
$48.8K - $53.7K
|
3.69K
$1.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-99- 6.02% |
$49.3K - $54.2K
|
1.55K
$636K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-100- 12.5% |
$49.7K - $54.8K
|
700
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-100- 14.29% |
$49.7K - $54.8K
|
600
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-100- 0.83% |
$49.7K - $54.8K
|
11.9K
$4.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-101- 27.22% |
$50.2K - $55.3K
|
270
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-104- 2.5% |
$51.7K - $57K
|
4.06K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-104- 0.26% |
$51.7K - $57K
|
39.4K
$16.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-105- 8.43% |
$52.2K - $57.5K
|
1.14K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-105- 2.28% |
$52.2K - $57.5K
|
4.49K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-105- 5.04% |
$52.2K - $57.5K
|
1.98K
$813K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-106- 1.61% |
$52.7K - $58.1K
|
6.47K
$2.66M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-107- 17.31% |
$53.2K - $58.6K
|
511
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-107- 5.9% |
$53.2K - $58.6K
|
1.71K
$701K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-109- 8.3% |
$54.2K - $59.7K
|
1.2K
$495K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-114- 5.6% |
$56.7K - $62.4K
|
1.92K
$790K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-114- 32.57% |
$56.7K - $62.4K
|
236
$97K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-117- 3.66% |
$58.2K - $64.1K
|
3.08K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-118- 5.01% |
$58.7K - $64.6K
|
2.24K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-120- 16.06% |
$59.7K - $65.7K
|
627
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-120- 6.59% |
$59.7K - $65.7K
|
1.7K
$699K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-121- 0.6% |
$60.2K - $66.3K
|
20K
$8.21M
|