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 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-5- 0.82% |
$2.5K - $2.81K
|
608
$211K
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5- 0.41% |
$2.5K - $2.81K
|
1.22K
$423K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-5- 2.73% |
$2.5K - $2.81K
|
178
$61.9K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 2.41% |
$3K - $3.37K
|
243
$84.5K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6- 0.99% |
$3K - $3.37K
|
601
$209K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6- 0.49% |
$3K - $3.37K
|
1.23K
$426K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6- 0.02% |
$3K - $3.37K
|
32.2K
$11.2M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.68% |
$3.5K - $3.94K
|
1.02K
$354K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-7- 18.42% |
$3.5K - $3.94K
|
31
$10.8K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7- 24.14% |
$3.5K - $3.94K
|
22
$7.65K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7- 1.44% |
$3.5K - $3.94K
|
478
$166K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 58.33% |
$3.5K - $3.94K
|
5
$1.74K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7- 0.11% |
$3.5K - $3.94K
|
6.23K
$2.17M
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7- 0.37% |
$3.5K - $3.94K
|
1.91K
$663K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.57% |
$3.5K - $3.94K
|
1.22K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.26% |
$3.5K - $3.94K
|
2.7K
$938K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-8- 0.15% |
$4K - $4.5K
|
5.33K
$1.85M
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-8- 0.52% |
$4K - $4.5K
|
1.54K
$535K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-8- 1.54% |
$4K - $4.5K
|
513
$178K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 1.05% |
$4.5K - $5.06K
|
846
$294K
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 1.31% |
$4.5K - $5.06K
|
678
$236K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-9- 0.14% |
$4.5K - $5.06K
|
6.6K
$2.3M
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9- 1.49% |
$4.5K - $5.06K
|
596
$207K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9- 0.45% |
$4.5K - $5.06K
|
2K
$695K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-10- 2.3% |
$5K - $5.62K
|
425
$148K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 12.66% |
$5K - $5.62K
|
69
$24K
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-10- 0.86% |
$5K - $5.62K
|
1.15K
$401K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-10- 62.5% |
$5K - $5.62K
|
6
$2.09K
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-10- 0.24% |
$5K - $5.62K
|
4.09K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10- 1.15% |
$5K - $5.62K
|
860
$299K
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-10- 1.33% |
$5K - $5.62K
|
743
$258K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-10- 11.76% |
$5K - $5.62K
|
75
$26.1K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 2.0% |
$5K - $5.62K
|
490
$170K
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-10- 2.49% |
$5K - $5.62K
|
392
$136K
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10- 0.2% |
$5K - $5.62K
|
5.08K
$1.77M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-10- 0.89% |
$5K - $5.62K
|
1.12K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-10- 0.2% |
$5K - $5.62K
|
5.04K
$1.75M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11- 0.69% |
$5.5K - $6.19K
|
1.58K
$549K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-11- 0.27% |
$5.5K - $6.19K
|
4.04K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-11- 1.61% |
$5.5K - $6.19K
|
672
$234K
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-12- 0.59% |
$6K - $6.75K
|
2.02K
$704K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 1.8% |
$6K - $6.75K
|
653
$227K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-13- 0.06% |
$6.5K - $7.31K
|
20K
$6.96M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-13- 2.5% |
$6.5K - $7.31K
|
508
$177K
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-13- 1.92% |
$6.5K - $7.31K
|
665
$231K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-13- 1.68% |
$6.5K - $7.31K
|
759
$264K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14- 2.2% |
$7K - $7.87K
|
621
$216K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14- 3.37% |
$7K - $7.87K
|
402
$140K
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-14- 2.93% |
$7K - $7.87K
|
464
$161K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14- 0.75% |
$7K - $7.87K
|
1.85K
$644K
|