Purchases and Sales Made in Q3 2023 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.89% |
$16.2K - $18.6K
|
2.1K
$731K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
39+ 6.45% |
$16.2K - $18.6K
|
644
$224K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
39+ 1.99% |
$16.2K - $18.6K
|
1.99K
$694K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
36+ 1.21% |
$14.9K - $17.1K
|
3.01K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
36New |
$14.9K - $17.1K
|
36
$12.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
34+ 1.11% |
$14.1K - $16.2K
|
3.09K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
34+ 3.19% |
$14.1K - $16.2K
|
1.1K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
33+ 3.01% |
$13.7K - $15.7K
|
1.13K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
33+ 1.71% |
$13.7K - $15.7K
|
1.97K
$684K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
32+ 3.6% |
$13.3K - $15.2K
|
920
$320K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
31+ 5.75% |
$12.8K - $14.8K
|
570
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
30+ 5.37% |
$12.4K - $14.3K
|
589
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
30+ 5.37% |
$12.4K - $14.3K
|
589
$205K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
29+ 0.34% |
$12K - $13.8K
|
8.54K
$2.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 1.83% |
$12K - $13.8K
|
1.61K
$561K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
29+ 0.4% |
$12K - $13.8K
|
7.21K
$2.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
29+ 1.86% |
$12K - $13.8K
|
1.59K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
28+ 0.59% |
$11.6K - $13.3K
|
4.74K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.8% |
$11.6K - $13.3K
|
3.53K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
27+ 2.25% |
$11.2K - $12.9K
|
1.23K
$427K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27+ 3.61% |
$11.2K - $12.9K
|
775
$270K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27+ 3.57% |
$11.2K - $12.9K
|
784
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25+ 1.03% |
$10.4K - $11.9K
|
2.46K
$855K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
25+ 1.45% |
$10.4K - $11.9K
|
1.76K
$610K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
25+ 3.82% |
$10.4K - $11.9K
|
680
$237K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
24New |
$9.94K - $11.4K
|
24
$8.35K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
23+ 0.34% |
$9.52K - $10.9K
|
6.89K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
22+ 0.97% |
$9.11K - $10.5K
|
2.28K
$794K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.88% |
$9.11K - $10.5K
|
2.52K
$875K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
21+ 0.57% |
$8.7K - $9.99K
|
3.72K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21+ 3.29% |
$8.7K - $9.99K
|
659
$229K
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
21+ 3.76% |
$8.7K - $9.99K
|
579
$201K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
21+ 1.83% |
$8.7K - $9.99K
|
1.17K
$407K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21+ 420.0% |
$8.7K - $9.99K
|
26
$9.04K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
20+ 0.3% |
$8.28K - $9.52K
|
6.6K
$2.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 2.02% |
$8.28K - $9.52K
|
1.01K
$352K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
19+ 1.52% |
$7.87K - $9.04K
|
1.27K
$441K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19+ 3.97% |
$7.87K - $9.04K
|
498
$173K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.19% |
$7.87K - $9.04K
|
1.62K
$563K
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
19+ 0.4% |
$7.87K - $9.04K
|
4.82K
$1.68M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
19+ 1.66% |
$7.87K - $9.04K
|
1.17K
$405K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18+ 3.45% |
$7.45K - $8.57K
|
539
$187K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 62.07% |
$7.45K - $8.57K
|
47
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
18+ 0.87% |
$7.45K - $8.57K
|
2.08K
$724K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 2.74% |
$7.45K - $8.57K
|
674
$234K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17New |
$7.04K - $8.09K
|
17
$5.91K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
17+ 2.43% |
$7.04K - $8.09K
|
717
$249K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
17+ 1.17% |
$7.04K - $8.09K
|
1.47K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 2.7% |
$7.04K - $8.09K
|
646
$225K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 1.35% |
$6.63K - $7.61K
|
1.2K
$418K
|