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 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16+ 3.07% |
$6.63K - $7.61K
|
538
$187K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
15New |
$6.21K - $7.14K
|
15
$5.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
15+ 1.12% |
$6.21K - $7.14K
|
1.35K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 28.3% |
$6.21K - $7.14K
|
68
$23.7K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
15+ 1.12% |
$6.21K - $7.14K
|
1.36K
$473K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 25.45% |
$5.8K - $6.66K
|
69
$24K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 6.16% |
$5.38K - $6.19K
|
224
$77.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
13+ 1.76% |
$5.38K - $6.19K
|
753
$262K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13New |
$5.38K - $6.19K
|
13
$4.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12+ 1.19% |
$4.97K - $5.71K
|
1.02K
$355K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$4.97K - $5.71K
|
12
$4.17K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11+ 2.07% |
$4.56K - $5.24K
|
543
$189K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
11+ 1.17% |
$4.56K - $5.24K
|
949
$330K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11+ 1.25% |
$4.56K - $5.24K
|
894
$311K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11+ 100.0% |
$4.56K - $5.24K
|
22
$7.65K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
11New |
$4.56K - $5.24K
|
11
$3.83K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 27.78% |
$4.14K - $4.76K
|
46
$16K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 2.11% |
$4.14K - $4.76K
|
483
$168K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$4.14K - $4.76K
|
10
$3.48K
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
10+ 0.48% |
$4.14K - $4.76K
|
2.1K
$730K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.6% |
$3.73K - $4.28K
|
1.51K
$527K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 7.44% |
$3.73K - $4.28K
|
130
$45.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9+ 1.66% |
$3.73K - $4.28K
|
551
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 5.23% |
$3.73K - $4.28K
|
181
$63K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9+ 0.96% |
$3.73K - $4.28K
|
942
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.44% |
$3.73K - $4.28K
|
2.04K
$708K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
8+ 0.15% |
$3.31K - $3.81K
|
5.27K
$1.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.47% |
$3.31K - $3.81K
|
1.71K
$596K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8+ 0.32% |
$3.31K - $3.81K
|
2.52K
$878K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7New |
$2.9K - $3.33K
|
7
$2.43K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
7+ 1.24% |
$2.9K - $3.33K
|
573
$199K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 1.11% |
$2.9K - $3.33K
|
638
$222K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 20.0% |
$2.9K - $3.33K
|
42
$14.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.4% |
$2.9K - $3.33K
|
1.75K
$610K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.34% |
$2.9K - $3.33K
|
2.09K
$726K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.73% |
$2.9K - $3.33K
|
969
$337K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6+ 0.12% |
$2.48K - $2.86K
|
5.19K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6New |
$2.48K - $2.86K
|
6
$2.09K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6+ 1.07% |
$2.48K - $2.86K
|
566
$197K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6New |
$2.48K - $2.86K
|
6
$2.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
5+ 0.1% |
$2.07K - $2.38K
|
5.13K
$1.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$1.74K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 1.03% |
$2.07K - $2.38K
|
490
$170K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 0.19% |
$2.07K - $2.38K
|
2.64K
$918K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.84% |
$2.07K - $2.38K
|
601
$209K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 14.29% |
$2.07K - $2.38K
|
40
$13.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.7% |
$2.07K - $2.38K
|
715
$249K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5+ 3.73% |
$2.07K - $2.38K
|
139
$48.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.63% |
$2.07K - $2.38K
|
793
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5+ 0.33% |
$2.07K - $2.38K
|
1.54K
$534K
|