Purchases and Sales Made in Q3 2022 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 2022. 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 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2- 0.04% |
$892 - $1.01K
|
4.73K
$1.86M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.24% |
$892 - $1.01K
|
816
$321K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 23.53% |
$1.78K - $2.03K
|
13
$5.11K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4- 0.49% |
$1.78K - $2.03K
|
811
$319K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.83% |
$1.78K - $2.03K
|
476
$187K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4- 80.0% |
$1.78K - $2.03K
|
1
$393
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4- 0.38% |
$1.78K - $2.03K
|
1.06K
$416K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4- 1.9% |
$1.78K - $2.03K
|
206
$81K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5- 0.67% |
$2.23K - $2.54K
|
739
$290K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-5- 0.79% |
$2.23K - $2.54K
|
627
$246K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5- 0.2% |
$2.23K - $2.54K
|
2.45K
$961K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.06% |
$2.23K - $2.54K
|
7.85K
$3.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5- 0.03% |
$2.23K - $2.54K
|
17.8K
$6.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 3.11% |
$2.23K - $2.54K
|
156
$61.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6- 0.93% |
$2.68K - $3.04K
|
640
$252K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6- 1.22% |
$2.68K - $3.04K
|
486
$191K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 11.32% |
$2.68K - $3.04K
|
47
$18.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-6- 0.04% |
$2.68K - $3.04K
|
16.3K
$6.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-6- 0.16% |
$2.68K - $3.04K
|
3.72K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.29% |
$2.68K - $3.04K
|
2.06K
$810K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-7- 1.11% |
$3.12K - $3.55K
|
622
$244K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7- 0.73% |
$3.12K - $3.55K
|
955
$375K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-7- 0.11% |
$3.12K - $3.55K
|
6.35K
$2.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-7- 0.57% |
$3.12K - $3.55K
|
1.21K
$476K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.73% |
$3.12K - $3.55K
|
955
$375K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-8- 0.68% |
$3.57K - $4.06K
|
1.17K
$459K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8- 0.98% |
$3.57K - $4.06K
|
811
$319K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-9- 4.0% |
$4.01K - $4.56K
|
216
$84.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-9- 7.83% |
$4.01K - $4.56K
|
106
$41.7K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9Closed |
$4.01K - $4.56K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10- 0.57% |
$4.46K - $5.07K
|
1.73K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.4% |
$4.46K - $5.07K
|
2.5K
$983K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-10- 0.48% |
$4.46K - $5.07K
|
2.05K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10- 1.96% |
$4.46K - $5.07K
|
500
$197K
|
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 10.09% |
$4.91K - $5.58K
|
98
$38.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-11- 5.76% |
$4.91K - $5.58K
|
180
$70.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-11- 0.47% |
$4.91K - $5.58K
|
2.33K
$915K
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-11- 0.56% |
$4.91K - $5.58K
|
1.94K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11- 0.81% |
$4.91K - $5.58K
|
1.35K
$530K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 12.09% |
$4.91K - $5.58K
|
80
$31.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-13- 1.62% |
$5.8K - $6.59K
|
790
$311K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-13- 1.57% |
$5.8K - $6.59K
|
815
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-13- 0.76% |
$5.8K - $6.59K
|
1.7K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-13- 2.49% |
$5.8K - $6.59K
|
509
$200K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-14- 1.95% |
$6.24K - $7.1K
|
704
$277K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-14- 0.45% |
$6.24K - $7.1K
|
3.08K
$1.21M
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-14- 0.03% |
$6.24K - $7.1K
|
46.6K
$18.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-15- 2.76% |
$6.69K - $7.61K
|
528
$208K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.52% |
$6.69K - $7.61K
|
2.88K
$1.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-16- 0.38% |
$7.14K - $8.11K
|
4.17K
$1.64M
|