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 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14- 2.23% |
$7K - $7.87K
|
613
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-15- 1.31% |
$7.5K - $8.43K
|
1.13K
$392K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-15- 1.98% |
$7.5K - $8.43K
|
743
$258K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-16- 1.46% |
$8K - $9K
|
1.08K
$376K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-16- 2.66% |
$8K - $9K
|
586
$204K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-16- 3.51% |
$8K - $9K
|
440
$153K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-16- 2.11% |
$8K - $9K
|
743
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-16- 3.85% |
$8K - $9K
|
400
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-16- 21.62% |
$8K - $9K
|
58
$20.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-16- 1.6% |
$8K - $9K
|
982
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16- 1.57% |
$8K - $9K
|
1K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-17- 0.71% |
$8.5K - $9.56K
|
2.39K
$831K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-17- 3.39% |
$8.5K - $9.56K
|
485
$169K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-18- 1.28% |
$9K - $10.1K
|
1.39K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-18- 3.34% |
$9K - $10.1K
|
521
$181K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-18- 1.29% |
$9K - $10.1K
|
1.38K
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-18- 2.88% |
$9K - $10.1K
|
607
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-18- 1.42% |
$9K - $10.1K
|
1.25K
$435K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-19- 1.02% |
$9.5K - $10.7K
|
1.85K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.12% |
$9.5K - $10.7K
|
1.67K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-19- 1.15% |
$9.5K - $10.7K
|
1.63K
$566K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-19- 1.75% |
$9.5K - $10.7K
|
1.06K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20- 0.32% |
$10K - $11.2K
|
6.17K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-20- 2.89% |
$10K - $11.2K
|
671
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-21- 2.44% |
$10.5K - $11.8K
|
840
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-21- 1.75% |
$10.5K - $11.8K
|
1.18K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-22- 2.76% |
$11K - $12.4K
|
775
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 3.25% |
$11K - $12.4K
|
655
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-23- 1.36% |
$11.5K - $12.9K
|
1.67K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-23- 5.13% |
$11.5K - $12.9K
|
425
$148K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-23- 3.09% |
$11.5K - $12.9K
|
722
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-23- 2.67% |
$11.5K - $12.9K
|
837
$291K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-24- 1.62% |
$12K - $13.5K
|
1.46K
$507K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24- 0.75% |
$12K - $13.5K
|
3.17K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-25- 4.33% |
$12.5K - $14.1K
|
552
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25- 5.0% |
$12.5K - $14.1K
|
475
$165K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-25- 1.41% |
$12.5K - $14.1K
|
1.75K
$608K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.36% |
$12.5K - $14.1K
|
6.9K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-26- 1.72% |
$13K - $14.6K
|
1.48K
$515K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-27- 1.76% |
$13.5K - $15.2K
|
1.51K
$525K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-27- 0.2% |
$13.5K - $15.2K
|
13.2K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-27- 1.04% |
$13.5K - $15.2K
|
2.57K
$894K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-28- 2.34% |
$14K - $15.7K
|
1.17K
$407K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-28- 0.04% |
$14K - $15.7K
|
66.8K
$23.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-29- 5.01% |
$14.5K - $16.3K
|
550
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-29- 1.99% |
$14.5K - $16.3K
|
1.43K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30- 2.91% |
$15K - $16.9K
|
1K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-30- 3.14% |
$15K - $16.9K
|
926
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-30- 3.14% |
$15K - $16.9K
|
926
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31- 8.18% |
$15.5K - $17.4K
|
348
$121K
|