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
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24+ 0.88% |
$12K - $13.5K
|
2.74K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23+ 3.51% |
$11.5K - $12.9K
|
679
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
23+ 53.49% |
$11.5K - $12.9K
|
66
$26.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
22+ 4.37% |
$11K - $12.4K
|
525
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 4.59% |
$11K - $12.4K
|
501
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21+ 2.86% |
$10.5K - $11.8K
|
755
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
21+ 3.28% |
$10.5K - $11.8K
|
661
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
20+ 1.37% |
$10K - $11.2K
|
1.48K
$587K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
20+ 2.81% |
$10K - $11.2K
|
733
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 250.0% |
$10K - $11.2K
|
28
$11.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 6.39% |
$10K - $11.2K
|
333
$132K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
20New |
$10K - $11.2K
|
20
$7.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20+ 1.9% |
$10K - $11.2K
|
1.07K
$425K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 24.05% |
$9.5K - $10.7K
|
98
$38.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19+ 2.43% |
$9.5K - $10.7K
|
801
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 3.73% |
$9.5K - $10.7K
|
529
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 1.61% |
$9.5K - $10.7K
|
1.2K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 60.0% |
$9K - $10.1K
|
48
$19.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18+ 3.32% |
$9K - $10.1K
|
560
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
18+ 0.09% |
$9K - $10.1K
|
21.2K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
18+ 2.09% |
$9K - $10.1K
|
880
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
17+ 3.24% |
$8.5K - $9.56K
|
542
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
17+ 0.33% |
$8.5K - $9.56K
|
5.23K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
17+ 3.94% |
$8.5K - $9.56K
|
448
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
17+ 1.69% |
$8.5K - $9.56K
|
1.02K
$405K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17+ 2.83% |
$8.5K - $9.56K
|
617
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
16+ 1.02% |
$8K - $9K
|
1.59K
$630K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16+ 1.68% |
$8K - $9K
|
967
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
16New |
$8K - $9K
|
16
$6.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
16+ 2.39% |
$8K - $9K
|
686
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
16+ 1.99% |
$8K - $9K
|
819
$325K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 32.61% |
$7.5K - $8.43K
|
61
$24.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 1.2% |
$7.5K - $8.43K
|
1.26K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 87.5% |
$7K - $7.87K
|
30
$11.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
14+ 0.27% |
$7K - $7.87K
|
5.3K
$2.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 2.5% |
$6.5K - $7.31K
|
534
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13+ 0.4% |
$6.5K - $7.31K
|
3.29K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 1.43% |
$6.5K - $7.31K
|
925
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 1.19% |
$6.5K - $7.31K
|
1.11K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
13+ 0.36% |
$6.5K - $7.31K
|
3.65K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
13+ 0.09% |
$6.5K - $7.31K
|
15.1K
$6.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.75% |
$6K - $6.75K
|
699
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
12+ 0.54% |
$6K - $6.75K
|
2.23K
$883K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 0.54% |
$6K - $6.75K
|
2.22K
$879K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$6K - $6.75K
|
12
$4.76K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11+ 1.08% |
$5.5K - $6.19K
|
1.03K
$407K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 2.61% |
$5.5K - $6.19K
|
433
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.84% |
$5.5K - $6.19K
|
1.32K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
11+ 1.6% |
$5.5K - $6.19K
|
700
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 1.85% |
$5.5K - $6.19K
|
607
$241K
|