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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-66- 1.57% |
$27.3K - $31.4K
|
4.13K
$1.7M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-66- 2.02% |
$27.3K - $31.4K
|
3.21K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-67- 4.75% |
$27.7K - $31.9K
|
1.34K
$552K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-68- 1.66% |
$28.2K - $32.4K
|
4.04K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-68- 4.61% |
$28.2K - $32.4K
|
1.41K
$579K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-69- 0.07% |
$28.6K - $32.8K
|
99.7K
$41M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-70- 8.73% |
$29K - $33.3K
|
732
$301K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-70- 8.43% |
$29K - $33.3K
|
760
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-70- 1.3% |
$29K - $33.3K
|
5.32K
$2.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 12.24% |
$29.8K - $34.3K
|
516
$212K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-72- 9.3% |
$29.8K - $34.3K
|
702
$289K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-73- 10.64% |
$30.2K - $34.7K
|
613
$252K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-74- 1.0% |
$30.6K - $35.2K
|
7.3K
$3M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-75- 0.89% |
$31.1K - $35.7K
|
8.39K
$3.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-75- 4.58% |
$31.1K - $35.7K
|
1.56K
$642K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-75- 40.76% |
$31.1K - $35.7K
|
109
$44.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-75- 2.14% |
$31.1K - $35.7K
|
3.44K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-76- 0.31% |
$31.5K - $36.2K
|
24.4K
$10M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-77- 5.09% |
$31.9K - $36.6K
|
1.44K
$590K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-77- 4.73% |
$31.9K - $36.6K
|
1.55K
$637K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-78- 3.2% |
$32.3K - $37.1K
|
2.36K
$970K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-84- 2.11% |
$34.8K - $40K
|
3.89K
$1.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-85- 3.88% |
$35.2K - $40.5K
|
2.11K
$866K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-86- 10.89% |
$35.6K - $40.9K
|
704
$289K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-86- 9.57% |
$35.6K - $40.9K
|
813
$334K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-87- 87.88% |
$36K - $41.4K
|
12
$4.93K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-87- 1.24% |
$36K - $41.4K
|
6.9K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-88- 4.06% |
$36.4K - $41.9K
|
2.08K
$855K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-92- 7.34% |
$38.1K - $43.8K
|
1.16K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-92- 3.27% |
$38.1K - $43.8K
|
2.72K
$1.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-95- 1.13% |
$39.3K - $45.2K
|
8.29K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-95- 8.18% |
$39.3K - $45.2K
|
1.07K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-96- 6.46% |
$39.8K - $45.7K
|
1.39K
$572K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.68% |
$41.4K - $47.6K
|
14.6K
$6M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-100- 0.76% |
$41.4K - $47.6K
|
13K
$5.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-103- 6.37% |
$42.7K - $49K
|
1.51K
$622K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-105- 1.66% |
$43.5K - $50K
|
6.2K
$2.55M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-106- 7.26% |
$43.9K - $50.4K
|
1.35K
$557K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-106- 1.95% |
$43.9K - $50.4K
|
5.33K
$2.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-106- 2.98% |
$43.9K - $50.4K
|
3.45K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-106- 0.35% |
$43.9K - $50.4K
|
30.6K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-107- 0.9% |
$44.3K - $50.9K
|
11.8K
$4.87M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-108- 10.88% |
$44.7K - $51.4K
|
885
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-108- 1.49% |
$44.7K - $51.4K
|
7.12K
$2.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-110- 3.18% |
$45.6K - $52.4K
|
3.35K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-110- 1.66% |
$45.6K - $52.4K
|
6.52K
$2.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-111- 18.02% |
$46K - $52.8K
|
505
$208K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-113- 9.29% |
$46.8K - $53.8K
|
1.1K
$454K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-118- 4.06% |
$48.9K - $56.2K
|
2.79K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-120- 8.32% |
$49.7K - $57.1K
|
1.32K
$544K
|