Purchases and Sales Made in Q3 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 2024. 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 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
125+ 14.4% |
$62.5K - $70.3K
|
993
$345K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
122+ 12.9% |
$61K - $68.6K
|
1.07K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
122+ 9.52% |
$61K - $68.6K
|
1.4K
$488K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
121+ 13.33% |
$60.5K - $68K
|
1.03K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
121+ 0.77% |
$60.5K - $68K
|
15.7K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
121+ 24.06% |
$60.5K - $68K
|
624
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
120+ 10.53% |
$60K - $67.5K
|
1.26K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
119+ 3.95% |
$59.5K - $66.9K
|
3.13K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
118+ 1.56% |
$59K - $66.4K
|
7.7K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
117+ 3.49% |
$58.5K - $65.8K
|
3.47K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117+ 4.32% |
$58.5K - $65.8K
|
2.83K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114+ 3.13% |
$57K - $64.1K
|
3.76K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
113+ 0.06% |
$56.5K - $63.5K
|
192K
$66.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
112+ 22.31% |
$56K - $63K
|
614
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
109+ 4.79% |
$54.5K - $61.3K
|
2.39K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
109New |
$54.5K - $61.3K
|
109
$37.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
109+ 1.31% |
$54.5K - $61.3K
|
8.44K
$2.94M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
108+ 5.32% |
$54K - $60.7K
|
2.14K
$744K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
108+ 5.32% |
$54K - $60.7K
|
2.14K
$744K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
106+ 26.5% |
$53K - $59.6K
|
506
$176K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
106+ 4.29% |
$53K - $59.6K
|
2.58K
$896K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105New |
$52.5K - $59K
|
105
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
104+ 13.52% |
$52K - $58.5K
|
873
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
104+ 18.67% |
$52K - $58.5K
|
661
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
103+ 9.04% |
$51.5K - $57.9K
|
1.24K
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
103+ 23.57% |
$51.5K - $57.9K
|
540
$188K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
103+ 17.25% |
$51.5K - $57.9K
|
700
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
101+ 16.06% |
$50.5K - $56.8K
|
730
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
100+ 0.12% |
$50K - $56.2K
|
84.5K
$29.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
100+ 13.57% |
$50K - $56.2K
|
837
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$50K - $56.2K
|
100
$34.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
99+ 2.5% |
$49.5K - $55.7K
|
4.06K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
99+ 1.61% |
$49.5K - $55.7K
|
6.24K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
99+ 3.65% |
$49.5K - $55.7K
|
2.81K
$977K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
98+ 2.36% |
$49K - $55.1K
|
4.25K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
98+ 21.08% |
$49K - $55.1K
|
563
$196K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
97New |
$48.5K - $54.5K
|
97
$33.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
97+ 7.45% |
$48.5K - $54.5K
|
1.4K
$487K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
97+ 23.26% |
$48.5K - $54.5K
|
514
$179K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
95+ 18.74% |
$47.5K - $53.4K
|
602
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
94+ 7.29% |
$47K - $52.9K
|
1.38K
$481K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
89+ 8.71% |
$44.5K - $50K
|
1.11K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
88+ 5.16% |
$44K - $49.5K
|
1.79K
$624K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
85New |
$42.5K - $47.8K
|
85
$29.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
85New |
$42.5K - $47.8K
|
85
$29.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
83+ 18.24% |
$41.5K - $46.7K
|
538
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
83+ 10.85% |
$41.5K - $46.7K
|
848
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
81+ 0.91% |
$40.5K - $45.5K
|
8.96K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
81+ 3.41% |
$40.5K - $45.5K
|
2.45K
$854K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 9.74% |
$40K - $45K
|
901
$313K
|