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 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
78+ 3.33% |
$27.9K - $31.1K
|
2.42K
$996K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
78+ 3.13% |
$27.9K - $31.1K
|
2.57K
$1.06M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
77+ 8.88% |
$27.5K - $30.7K
|
944
$388K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
76+ 2.4% |
$27.2K - $30.3K
|
3.25K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
75+ 5.63% |
$26.8K - $29.9K
|
1.41K
$579K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
74New |
$26.5K - $29.5K
|
74
$30.4K
|
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
71+ 1.48% |
$25.4K - $28.3K
|
4.88K
$2.01M
|
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
69+ 1.72% |
$24.7K - $27.5K
|
4.09K
$1.68M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
69New |
$24.7K - $27.5K
|
69
$28.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
67+ 9.46% |
$24K - $26.7K
|
775
$319K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
66+ 2.1% |
$23.6K - $26.3K
|
3.21K
$1.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
59+ 10.07% |
$21.1K - $23.5K
|
645
$265K
|
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
58+ 0.65% |
$20.7K - $23.1K
|
9.04K
$3.72M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
58New |
$20.7K - $23.1K
|
58
$23.8K
|
|
|
Nov 18, 2021
Q3 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
57+ 0.02% |
$20.4K - $22.7K
|
338K
$139M
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
56+ 6.53% |
$20K - $22.3K
|
914
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55New |
$19.7K - $21.9K
|
55
$22.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
54+ 0.5% |
$19.3K - $21.5K
|
10.8K
$4.45M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 10.62% |
$18.9K - $21.1K
|
552
$227K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
53+ 5.03% |
$18.9K - $21.1K
|
1.11K
$455K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
52+ 2.35% |
$18.6K - $20.7K
|
2.26K
$931K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 4.76% |
$18.2K - $20.3K
|
1.12K
$461K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 4.76% |
$18.2K - $20.3K
|
1.12K
$461K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50+ 1.25% |
$17.9K - $19.9K
|
4.04K
$1.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50+ 111.11% |
$17.9K - $19.9K
|
95
$39.1K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49+ 0.94% |
$17.5K - $19.5K
|
5.25K
$2.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
48+ 0.63% |
$17.2K - $19.1K
|
7.7K
$3.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
47+ 0.91% |
$16.8K - $18.7K
|
5.19K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
45+ 1.12% |
$16.1K - $17.9K
|
4.07K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
45+ 8.18% |
$16.1K - $17.9K
|
595
$245K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
44+ 64.71% |
$15.7K - $17.5K
|
112
$46K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
41+ 1.49% |
$14.7K - $16.3K
|
2.8K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
39+ 6.91% |
$13.9K - $15.5K
|
603
$248K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
38+ 1.64% |
$13.6K - $15.1K
|
2.35K
$966K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
38+ 0.93% |
$13.6K - $15.1K
|
4.1K
$1.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38New |
$13.6K - $15.1K
|
38
$15.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 9.09% |
$13.2K - $14.7K
|
444
$183K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
37+ 0.12% |
$13.2K - $14.7K
|
32K
$13.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
37+ 57.81% |
$13.2K - $14.7K
|
101
$41.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37New |
$13.2K - $14.7K
|
37
$15.2K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.43% |
$13.2K - $14.7K
|
8.69K
$3.57M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
36New |
$12.9K - $14.3K
|
36
$14.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
35+ 0.04% |
$12.5K - $13.9K
|
97.6K
$40.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 76.74% |
$11.8K - $13.1K
|
76
$31.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
33+ 3.32% |
$11.8K - $13.1K
|
1.03K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
33+ 1.65% |
$11.8K - $13.1K
|
2.04K
$838K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33+ 5.42% |
$11.8K - $13.1K
|
642
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
32+ 0.77% |
$11.4K - $12.7K
|
4.17K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
32+ 2.27% |
$11.4K - $12.7K
|
1.44K
$593K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
32+ 0.51% |
$11.4K - $12.7K
|
6.33K
$2.6M
|