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 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
48+ 1.22% |
$24K - $27K
|
3.97K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
47+ 1.29% |
$23.5K - $26.4K
|
3.7K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
47+ 6.98% |
$23.5K - $26.4K
|
720
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
47+ 1.62% |
$23.5K - $26.4K
|
2.95K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
45+ 6.57% |
$22.5K - $25.3K
|
730
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45+ 10.25% |
$22.5K - $25.3K
|
484
$168K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
45+ 2.21% |
$22.5K - $25.3K
|
2.08K
$723K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
43+ 1.31% |
$21.5K - $24.2K
|
3.34K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
43+ 10.57% |
$21.5K - $24.2K
|
450
$157K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
43+ 0.7% |
$21.5K - $24.2K
|
6.16K
$2.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
43+ 9.71% |
$21.5K - $24.2K
|
486
$169K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
42+ 3.42% |
$21K - $23.6K
|
1.27K
$442K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
42+ 2.86% |
$21K - $23.6K
|
1.51K
$525K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$21K - $23.6K
|
42
$14.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
42+ 8.55% |
$21K - $23.6K
|
533
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
42+ 5.75% |
$21K - $23.6K
|
772
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
41+ 1.79% |
$20.5K - $23.1K
|
2.34K
$813K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
41+ 5.82% |
$20.5K - $23.1K
|
746
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
41+ 6.21% |
$20.5K - $23.1K
|
701
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41+ 3.63% |
$20.5K - $23.1K
|
1.17K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
40New |
$20K - $22.5K
|
40
$13.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
40+ 3.98% |
$20K - $22.5K
|
1.05K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
40+ 0.59% |
$20K - $22.5K
|
6.86K
$2.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
40New |
$20K - $22.5K
|
40
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 3.21% |
$20K - $22.5K
|
1.29K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40+ 0.49% |
$20K - $22.5K
|
8.21K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
39+ 1.8% |
$19.5K - $21.9K
|
2.21K
$767K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
38+ 2.31% |
$19K - $21.4K
|
1.68K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 6.97% |
$19K - $21.4K
|
583
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
37+ 2.76% |
$18.5K - $20.8K
|
1.38K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 6.51% |
$18.5K - $20.8K
|
605
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
37+ 2.34% |
$18.5K - $20.8K
|
1.62K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36+ 2.74% |
$18K - $20.2K
|
1.35K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
35+ 0.88% |
$17.5K - $19.7K
|
4.01K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35New |
$17.5K - $19.7K
|
35
$12.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35+ 1.22% |
$17.5K - $19.7K
|
2.9K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 22.67% |
$17K - $19.1K
|
184
$64K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
34+ 3.23% |
$17K - $19.1K
|
1.09K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
34+ 2.41% |
$17K - $19.1K
|
1.44K
$502K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 3.34% |
$16.5K - $18.6K
|
1.02K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
33+ 2.92% |
$16.5K - $18.6K
|
1.16K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31+ 3.84% |
$15.5K - $17.4K
|
838
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
31+ 2.39% |
$15.5K - $17.4K
|
1.33K
$462K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 46.15% |
$15K - $16.9K
|
95
$33K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.42% |
$15K - $16.9K
|
2.15K
$748K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
30+ 0.94% |
$15K - $16.9K
|
3.21K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
643
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
644
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
30+ 0.63% |
$15K - $16.9K
|
4.83K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
30+ 4.69% |
$15K - $16.9K
|
670
$233K
|