Purchases and Sales Made in Q3 2021 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 2.1% |
$3.58K - $3.98K
|
486
$200K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9+ 0.92% |
$3.22K - $3.58K
|
989
$407K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
9+ 2.09% |
$3.22K - $3.58K
|
439
$180K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
9+ 18.0% |
$3.22K - $3.58K
|
59
$24.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8+ 0.85% |
$2.86K - $3.19K
|
948
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
8+ 0.03% |
$2.86K - $3.19K
|
28.2K
$11.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 0.05% |
$2.86K - $3.19K
|
17.4K
$7.15M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 1.09% |
$2.5K - $2.79K
|
649
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
BUY
|
- |
7+ 19.44% |
$2.5K - $2.79K
|
43
$17.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.35% |
$2.15K - $2.39K
|
1.71K
$703K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.97% |
$2.15K - $2.39K
|
627
$258K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6+ 0.3% |
$2.15K - $2.39K
|
2.04K
$838K
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 1.08% |
$2.15K - $2.39K
|
564
$232K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.28% |
$1.79K - $1.99K
|
1.78K
$731K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 50.0% |
$1.79K - $1.99K
|
15
$6.17K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.72% |
$1.43K - $1.59K
|
559
$230K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 100.0% |
$1.43K - $1.59K
|
8
$3.29K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 100.0% |
$1.43K - $1.59K
|
8
$3.29K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.6% |
$1.07K - $1.19K
|
504
$207K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2+ 3.03% |
$715 - $796
|
68
$28K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.88% |
$715 - $796
|
228
$93.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.34% |
$715 - $796
|
595
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.25% |
$715 - $796
|
811
$333K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.3% |
$715 - $796
|
668
$275K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.33% |
$715 - $796
|
602
$248K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.16% |
$715 - $796
|
1.27K
$523K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.38% |
$358 - $398
|
266
$109K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.96% |
$358 - $398
|
105
$43.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.16% |
$358 - $398
|
635
$261K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.1% |
$358 - $398
|
990
$407K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 1.64% |
$358 - $398
|
62
$25.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$358 - $398
|
1.96K
$804K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1+ 0.04% |
$358 - $398
|
2.44K
$1M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.18% |
$358 - $398
|
550
$226K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.09% |
$358 - $398
|
1.12K
$460K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 14.29% |
$358 - $398
|
8
$3.29K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.36% |
$358 - $398
|
277
$114K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.75% |
$358 - $398
|
58
$23.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1+ 0.01% |
$358 - $398
|
7.92K
$3.26M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.11% |
$358 - $398
|
922
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1- 0.12% |
$358 - $398
|
850
$349K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1- 0.05% |
$358 - $398
|
1.98K
$815K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.29% |
$715 - $796
|
679
$279K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2- 0.19% |
$715 - $796
|
1.06K
$436K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 2.63% |
$1.07K - $1.19K
|
111
$45.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3- 0.18% |
$1.07K - $1.19K
|
1.62K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-4Closed |
$1.43K - $1.59K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-4- 0.71% |
$1.43K - $1.59K
|
563
$231K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4- 0.71% |
$1.43K - $1.59K
|
557
$229K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-5- 0.04% |
$1.79K - $1.99K
|
12.8K
$5.24M
|