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 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
465+ 91.9% |
$207K - $236K
|
971
$382K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
465New |
$207K - $236K
|
465
$183K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
463New |
$206K - $235K
|
463
$182K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
461+ 120.05% |
$206K - $234K
|
845
$332K
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
460New |
$205K - $233K
|
460
$181K
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
455New |
$203K - $231K
|
455
$179K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
446New |
$199K - $226K
|
446
$175K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
444+ 2.13% |
$198K - $225K
|
21.3K
$8.36M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
442New |
$197K - $224K
|
442
$174K
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
437New |
$195K - $222K
|
437
$172K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
433+ 6.09% |
$193K - $220K
|
7.54K
$2.96M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
425+ 68.0% |
$190K - $215K
|
1.05K
$413K
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
425+ 0.76% |
$190K - $215K
|
56.2K
$22.1M
|
|
Oct 20, 2022
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
420+ 4.08% |
$187K - $213K
|
10.7K
$4.21M
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
420+ 4.08% |
$187K - $213K
|
10.7K
$4.21M
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
419+ 242.2% |
$187K - $212K
|
592
$233K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
418+ 8.57% |
$186K - $212K
|
5.29K
$2.08M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
397New |
$177K - $201K
|
397
$156K
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
394New |
$176K - $200K
|
394
$155K
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
391+ 1.58% |
$174K - $198K
|
25.2K
$9.91M
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
384+ 6.25% |
$171K - $195K
|
6.53K
$2.57M
|
|
Nov 10, 2022
Q3 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
383+ 71.72% |
$171K - $194K
|
917
$360K
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
380+ 0.43% |
$169K - $193K
|
88K
$34.6M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
377+ 7.05% |
$168K - $191K
|
5.73K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
375New |
$167K - $190K
|
375
$147K
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
370+ 1.84% |
$165K - $188K
|
20.5K
$8.04M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
364+ 4.42% |
$162K - $185K
|
8.6K
$3.38M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
363New |
$162K - $184K
|
363
$143K
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
360+ 1.09% |
$161K - $183K
|
33.3K
$13.1M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
358+ 49.24% |
$160K - $182K
|
1.09K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
355+ 40.11% |
$158K - $180K
|
1.24K
$487K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
354+ 56.1% |
$158K - $179K
|
985
$387K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
353+ 5.49% |
$157K - $179K
|
6.78K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
353+ 1.53% |
$157K - $179K
|
23.5K
$9.23M
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
344+ 69.49% |
$153K - $174K
|
839
$330K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
340+ 10.16% |
$152K - $172K
|
3.69K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
340+ 6.51% |
$152K - $172K
|
5.56K
$2.19M
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
320+ 8.86% |
$143K - $162K
|
3.93K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
320+ 18.45% |
$143K - $162K
|
2.05K
$807K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
319+ 27.13% |
$142K - $162K
|
1.5K
$588K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
315+ 7.75% |
$140K - $160K
|
4.38K
$1.72M
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
312+ 32.23% |
$139K - $158K
|
1.28K
$503K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
307+ 2.87% |
$137K - $156K
|
11K
$4.32M
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
300+ 4.06% |
$134K - $152K
|
7.69K
$3.02M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
297+ 42.55% |
$132K - $151K
|
995
$391K
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
295+ 59.6% |
$132K - $150K
|
790
$311K
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
295+ 7.37% |
$132K - $150K
|
4.3K
$1.69M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
295+ 6.71% |
$132K - $150K
|
4.69K
$1.84M
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
293+ 42.4% |
$131K - $149K
|
984
$387K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
287+ 19.44% |
$128K - $146K
|
1.76K
$693K
|