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 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5+ 0.81% |
$2.5K - $2.81K
|
623
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.27% |
$2.5K - $2.81K
|
1.85K
$643K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.28% |
$2K - $2.25K
|
1.41K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 0.31% |
$2K - $2.25K
|
1.32K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 3.28% |
$2K - $2.25K
|
126
$43.8K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4+ 2.22% |
$2K - $2.25K
|
184
$64K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.39K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$2K - $2.25K
|
4
$1.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
4+ 0.09% |
$2K - $2.25K
|
4.37K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.57% |
$2K - $2.25K
|
709
$247K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.47% |
$2K - $2.25K
|
850
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.96% |
$1.5K - $1.69K
|
315
$110K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.5K - $1.69K
|
871
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
3+ 0.19% |
$1.5K - $1.69K
|
1.59K
$551K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.54% |
$1.5K - $1.69K
|
557
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.39% |
$1.5K - $1.69K
|
765
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 16.67% |
$1.5K - $1.69K
|
21
$7.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 20.0% |
$1.5K - $1.69K
|
18
$6.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
3+ 15.79% |
$1.5K - $1.69K
|
22
$7.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3+ 0.07% |
$1.5K - $1.69K
|
4.08K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
2+ 5.13% |
$1K - $1.12K
|
41
$14.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
867
$302K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$1K - $1.12K
|
64
$22.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
864
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.22% |
$1K - $1.12K
|
907
$315K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 6.9% |
$1K - $1.12K
|
31
$10.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
2+ 0.19% |
$1K - $1.12K
|
1.07K
$374K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$1K - $1.12K
|
2
$696
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.68% |
$1K - $1.12K
|
298
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 5.0% |
$1K - $1.12K
|
42
$14.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.09% |
$1K - $1.12K
|
2.32K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.4% |
$1K - $1.12K
|
499
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 2.82% |
$1K - $1.12K
|
73
$25.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
876
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2+ 0.35% |
$1K - $1.12K
|
568
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
2+ 0.03% |
$1K - $1.12K
|
5.88K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.01% |
$1K - $1.12K
|
201
$69.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$1K - $1.12K
|
2
$696
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$1K - $1.12K
|
2
$696
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 40.0% |
$1K - $1.12K
|
7
$2.43K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$500 - $562
|
1
$348
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$500 - $562
|
1.88K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$500 - $562
|
474
$165K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 33.33% |
$500 - $562
|
4
$1.39K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.16% |
$500 - $562
|
644
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$500 - $562
|
1
$348
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$500 - $562
|
773
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1+ 0.18% |
$500 - $562
|
566
$197K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$500 - $562
|
947
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.11% |
$500 - $562
|
91
$31.7K
|