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 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
388New |
$193K - $213K
|
388
$152K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
387New |
$193K - $212K
|
387
$152K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
380New |
$189K - $208K
|
380
$149K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
379New |
$189K - $208K
|
379
$149K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
378New |
$188K - $207K
|
378
$149K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
376New |
$187K - $206K
|
376
$148K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
376New |
$187K - $206K
|
376
$148K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
375New |
$187K - $205K
|
375
$147K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375+ 22.11% |
$187K - $205K
|
2.07K
$814K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
375+ 4.86% |
$187K - $205K
|
8.1K
$3.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
375New |
$187K - $205K
|
375
$147K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
374New |
$186K - $205K
|
374
$147K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
373New |
$186K - $204K
|
373
$147K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
372New |
$185K - $204K
|
372
$146K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372New |
$185K - $204K
|
372
$146K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
371New |
$185K - $203K
|
371
$146K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
371New |
$185K - $203K
|
371
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
371New |
$185K - $203K
|
371
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
371New |
$185K - $203K
|
371
$146K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
368+ 66.91% |
$183K - $202K
|
918
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
357+ 4.78% |
$178K - $196K
|
7.83K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
354+ 2.18% |
$176K - $194K
|
16.6K
$6.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
351+ 8.22% |
$175K - $192K
|
4.62K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
347+ 3.69% |
$173K - $190K
|
9.76K
$3.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
346+ 3.04% |
$172K - $190K
|
11.7K
$4.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
341+ 9.72% |
$170K - $187K
|
3.85K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
339+ 9.47% |
$169K - $186K
|
3.92K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
333+ 11.16% |
$166K - $182K
|
3.32K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
333+ 19.44% |
$166K - $182K
|
2.05K
$804K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
331New |
$165K - $181K
|
331
$130K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
328+ 5.86% |
$163K - $180K
|
5.92K
$2.33M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
327+ 1.39% |
$163K - $179K
|
23.9K
$9.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
319+ 3.81% |
$159K - $175K
|
8.69K
$3.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
318+ 0.97% |
$158K - $174K
|
33K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
318+ 30.2% |
$158K - $174K
|
1.37K
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
313New |
$156K - $171K
|
313
$123K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
310+ 49.84% |
$154K - $170K
|
932
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
309+ 4.48% |
$154K - $169K
|
7.21K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
302+ 10.89% |
$150K - $165K
|
3.08K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
302+ 9.04% |
$150K - $165K
|
3.64K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
300New |
$149K - $164K
|
300
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
300+ 4.82% |
$149K - $164K
|
6.53K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
300New |
$149K - $164K
|
300
$118K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
295+ 1.49% |
$147K - $162K
|
20.1K
$7.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
293New |
$146K - $161K
|
293
$115K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
290+ 3.93% |
$144K - $159K
|
7.66K
$3.01M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
289+ 18.14% |
$144K - $158K
|
1.88K
$740K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
288New |
$143K - $158K
|
288
$113K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
275+ 68.24% |
$137K - $151K
|
678
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
275+ 10.46% |
$137K - $151K
|
2.91K
$1.14M
|