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
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
878+ 3.34% |
$364K - $418K
|
27.2K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
863+ 102.25% |
$357K - $411K
|
1.71K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
862+ 10.71% |
$357K - $410K
|
8.91K
$3.66M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
855New |
$354K - $407K
|
855
$352K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
855New |
$354K - $407K
|
855
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
850+ 55.34% |
$352K - $405K
|
2.39K
$981K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
823+ 12.09% |
$341K - $392K
|
7.63K
$3.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
813+ 10.76% |
$337K - $387K
|
8.37K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
803New |
$333K - $382K
|
803
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
798+ 117.35% |
$330K - $380K
|
1.48K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
784+ 5.53% |
$325K - $373K
|
15K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
780+ 107.44% |
$323K - $371K
|
1.51K
$619K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
765New |
$317K - $364K
|
765
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
758+ 76.72% |
$314K - $361K
|
1.75K
$718K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
748New |
$310K - $356K
|
748
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
740+ 46.72% |
$306K - $352K
|
2.32K
$956K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
736+ 9.72% |
$305K - $350K
|
8.31K
$3.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
731+ 17.2% |
$303K - $348K
|
4.98K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
724New |
$300K - $345K
|
724
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
710+ 0.14% |
$294K - $338K
|
506K
$208M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
701New |
$290K - $334K
|
701
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 6.01% |
$290K - $333K
|
12.3K
$5.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
698New |
$289K - $332K
|
698
$287K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
675+ 276.64% |
$280K - $321K
|
919
$378K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
663+ 3.19% |
$275K - $316K
|
21.4K
$8.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
660+ 151.72% |
$273K - $314K
|
1.1K
$450K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
655+ 100.15% |
$271K - $312K
|
1.31K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
637+ 7.8% |
$264K - $303K
|
8.81K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
637+ 34.56% |
$264K - $303K
|
2.48K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
626+ 20.12% |
$259K - $298K
|
3.74K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
614New |
$254K - $292K
|
614
$252K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
614New |
$254K - $292K
|
614
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
608New |
$252K - $289K
|
608
$250K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
607New |
$251K - $289K
|
607
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
600New |
$248K - $286K
|
600
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
600+ 126.85% |
$248K - $286K
|
1.07K
$441K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
592New |
$245K - $282K
|
592
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
586+ 15.77% |
$243K - $279K
|
4.3K
$1.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
581+ 5.72% |
$241K - $277K
|
10.7K
$4.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
573New |
$237K - $273K
|
573
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
571+ 1.39% |
$236K - $272K
|
41.8K
$17.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
570+ 73.08% |
$236K - $271K
|
1.35K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
568New |
$235K - $270K
|
568
$234K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
566New |
$234K - $269K
|
566
$233K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
558+ 35.05% |
$231K - $266K
|
2.15K
$884K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
557+ 1.6% |
$231K - $265K
|
35.4K
$14.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
BUY
|
- |
554+ 9.36% |
$229K - $264K
|
6.47K
$2.66M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
546New |
$226K - $260K
|
546
$224K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
544New |
$225K - $259K
|
544
$224K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
539New |
$223K - $257K
|
539
$222K
|