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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$21K - $23.6K
|
42
$16.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
42+ 8.55% |
$21K - $23.6K
|
533
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
42+ 5.75% |
$21K - $23.6K
|
772
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
41+ 1.79% |
$20.5K - $23.1K
|
2.34K
$927K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
41+ 5.82% |
$20.5K - $23.1K
|
746
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
41+ 6.21% |
$20.5K - $23.1K
|
701
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41+ 3.63% |
$20.5K - $23.1K
|
1.17K
$464K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
40New |
$20K - $22.5K
|
40
$15.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
40+ 3.98% |
$20K - $22.5K
|
1.05K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
40+ 0.59% |
$20K - $22.5K
|
6.86K
$2.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
40New |
$20K - $22.5K
|
40
$15.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 3.21% |
$20K - $22.5K
|
1.29K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40+ 0.49% |
$20K - $22.5K
|
8.21K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
39+ 1.8% |
$19.5K - $21.9K
|
2.21K
$876K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
38+ 2.31% |
$19K - $21.4K
|
1.68K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 6.97% |
$19K - $21.4K
|
583
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
37+ 2.76% |
$18.5K - $20.8K
|
1.38K
$547K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 6.51% |
$18.5K - $20.8K
|
605
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
37+ 2.34% |
$18.5K - $20.8K
|
1.62K
$642K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36+ 2.74% |
$18K - $20.2K
|
1.35K
$536K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
35+ 0.88% |
$17.5K - $19.7K
|
4.01K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35New |
$17.5K - $19.7K
|
35
$13.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35+ 1.22% |
$17.5K - $19.7K
|
2.9K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 22.67% |
$17K - $19.1K
|
184
$73K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
34+ 3.23% |
$17K - $19.1K
|
1.09K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
34+ 2.41% |
$17K - $19.1K
|
1.44K
$573K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 3.34% |
$16.5K - $18.6K
|
1.02K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
33+ 2.92% |
$16.5K - $18.6K
|
1.16K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31+ 3.84% |
$15.5K - $17.4K
|
838
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
31+ 2.39% |
$15.5K - $17.4K
|
1.33K
$527K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 46.15% |
$15K - $16.9K
|
95
$37.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.42% |
$15K - $16.9K
|
2.15K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
30+ 0.94% |
$15K - $16.9K
|
3.21K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
643
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
644
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
30+ 0.63% |
$15K - $16.9K
|
4.83K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
30+ 4.69% |
$15K - $16.9K
|
670
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
29New |
$14.5K - $16.3K
|
29
$11.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
28+ 0.45% |
$14K - $15.7K
|
6.32K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
28+ 0.58% |
$14K - $15.7K
|
4.83K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 5.64% |
$13.5K - $15.2K
|
506
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
27+ 1.66% |
$13.5K - $15.2K
|
1.66K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26+ 3.5% |
$13K - $14.6K
|
768
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
26+ 2.91% |
$13K - $14.6K
|
918
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
26+ 1.51% |
$13K - $14.6K
|
1.74K
$692K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
26+ 0.76% |
$13K - $14.6K
|
3.47K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26+ 57.78% |
$13K - $14.6K
|
71
$28.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25+ 4.24% |
$12.5K - $14.1K
|
615
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
25New |
$12.5K - $14.1K
|
25
$9.92K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25+ 2.47% |
$12.5K - $14.1K
|
1.04K
$412K
|