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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
80+ 7.23% |
$40K - $45K
|
1.19K
$413K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
79+ 13.64% |
$39.5K - $44.4K
|
658
$229K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
77+ 7.22% |
$38.5K - $43.3K
|
1.14K
$398K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
74+ 1.56% |
$37K - $41.6K
|
4.81K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
72+ 1.08% |
$36K - $40.5K
|
6.76K
$2.35M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
71+ 6.41% |
$35.5K - $39.9K
|
1.18K
$410K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
71+ 4.69% |
$35.5K - $39.9K
|
1.59K
$552K
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
67+ 1.45% |
$33.5K - $37.7K
|
4.67K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
66+ 5.87% |
$33K - $37.1K
|
1.19K
$414K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
63+ 11.21% |
$31.5K - $35.4K
|
625
$217K
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
63+ 1.09% |
$31.5K - $35.4K
|
5.84K
$2.03M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
63New |
$31.5K - $35.4K
|
63
$21.9K
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
63+ 1.06% |
$31.5K - $35.4K
|
5.99K
$2.08M
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
62+ 2.05% |
$31K - $34.9K
|
3.08K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62+ 12.58% |
$31K - $34.9K
|
555
$193K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
61+ 2.77% |
$30.5K - $34.3K
|
2.26K
$788K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
61+ 5.11% |
$30.5K - $34.3K
|
1.25K
$436K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 1.33% |
$30K - $33.7K
|
4.58K
$1.59M
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
60+ 0.03% |
$30K - $33.7K
|
210K
$73M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
60+ 4.58% |
$30K - $33.7K
|
1.37K
$477K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
59New |
$29.5K - $33.2K
|
59
$20.5K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
59New |
$29.5K - $33.2K
|
59
$20.5K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
58+ 4.13% |
$29K - $32.6K
|
1.46K
$509K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
58+ 2.57% |
$29K - $32.6K
|
2.32K
$806K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
57+ 4.52% |
$28.5K - $32.1K
|
1.32K
$458K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
57+ 9.25% |
$28.5K - $32.1K
|
673
$234K
|
|
Oct 31, 2024
Q3 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
57+ 4.87% |
$28.5K - $32.1K
|
1.23K
$427K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 4.04% |
$28K - $31.5K
|
1.44K
$502K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 7.27% |
$28K - $31.5K
|
826
$287K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
56+ 5.14% |
$28K - $31.5K
|
1.15K
$399K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
55+ 4.83% |
$27.5K - $30.9K
|
1.19K
$415K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
55+ 35.95% |
$27.5K - $30.9K
|
208
$72.4K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
55+ 3.42% |
$27.5K - $30.9K
|
1.66K
$578K
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
54+ 0.52% |
$27K - $30.4K
|
10.4K
$3.63M
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
53+ 6.4% |
$26.5K - $29.8K
|
881
$306K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
53+ 9.22% |
$26.5K - $29.8K
|
628
$218K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
53+ 8.83% |
$26.5K - $29.8K
|
653
$227K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
53New |
$26.5K - $29.8K
|
53
$18.4K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52New |
$26K - $29.2K
|
52
$18.1K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
52+ 0.14% |
$26K - $29.2K
|
37.5K
$13M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 6.48% |
$26K - $29.2K
|
854
$297K
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
52+ 8.68% |
$26K - $29.2K
|
651
$226K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51+ 15.27% |
$25.5K - $28.7K
|
385
$134K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
51+ 2.68% |
$25.5K - $28.7K
|
1.95K
$679K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
50+ 15.43% |
$25K - $28.1K
|
374
$130K
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
50New |
$25K - $28.1K
|
50
$17.4K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 3.84% |
$24.5K - $27.6K
|
1.33K
$461K
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
BUY
|
- |
49+ 0.47% |
$24.5K - $27.6K
|
10.5K
$3.65M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
49+ 6.82% |
$24.5K - $27.6K
|
767
$267K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
48+ 6.05% |
$24K - $27K
|
842
$293K
|