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 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-31- 4.41% |
$15.5K - $17.4K
|
672
$234K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 8.0% |
$16K - $18K
|
368
$128K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-32- 0.39% |
$16K - $18K
|
8.25K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 1.53% |
$16K - $18K
|
2.06K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-32- 1.17% |
$16K - $18K
|
2.71K
$944K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-33- 1.71% |
$16.5K - $18.6K
|
1.9K
$660K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-33- 7.64% |
$16.5K - $18.6K
|
399
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 1.09% |
$16.5K - $18.6K
|
3K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-34- 3.39% |
$17K - $19.1K
|
970
$337K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 17.62% |
$17K - $19.1K
|
159
$55.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-34- 2.14% |
$17K - $19.1K
|
1.55K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-34- 1.39% |
$17K - $19.1K
|
2.42K
$840K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-35- 1.41% |
$17.5K - $19.7K
|
2.45K
$854K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 1.2% |
$17.5K - $19.7K
|
2.87K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 8.33% |
$17.5K - $19.7K
|
385
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-36- 0.43% |
$18K - $20.2K
|
8.43K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37- 7.24% |
$18.5K - $20.8K
|
474
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-37- 6.9% |
$18.5K - $20.8K
|
499
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-38- 6.77% |
$19K - $21.4K
|
523
$182K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-38- 4.87% |
$19K - $21.4K
|
743
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38- 5.58% |
$19K - $21.4K
|
643
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-38- 0.16% |
$19K - $21.4K
|
24K
$8.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-38- 13.57% |
$19K - $21.4K
|
242
$84.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-39- 7.03% |
$19.5K - $21.9K
|
516
$179K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-40- 9.15% |
$20K - $22.5K
|
397
$138K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-40- 4.29% |
$20K - $22.5K
|
892
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-41- 2.58% |
$20.5K - $23.1K
|
1.55K
$538K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41- 1.56% |
$20.5K - $23.1K
|
2.59K
$901K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-42- 1.84% |
$21K - $23.6K
|
2.24K
$780K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-43- 7.08% |
$21.5K - $24.2K
|
564
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-43- 2.65% |
$21.5K - $24.2K
|
1.58K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-43- 3.46% |
$21.5K - $24.2K
|
1.2K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.98% |
$22.5K - $25.3K
|
2.23K
$775K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-46- 5.54% |
$23K - $25.9K
|
784
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-46- 0.62% |
$23K - $25.9K
|
7.35K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.05% |
$24K - $27K
|
2.29K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-48- 1.97% |
$24K - $27K
|
2.39K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-48- 2.33% |
$24K - $27K
|
2.01K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-48- 1.05% |
$24K - $27K
|
4.52K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-49- 7.79% |
$24.5K - $27.6K
|
580
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-49- 1.77% |
$24.5K - $27.6K
|
2.72K
$948K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-50- 2.94% |
$25K - $28.1K
|
1.65K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.19% |
$25K - $28.1K
|
1.52K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-50- 0.48% |
$25K - $28.1K
|
10.4K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 3.27% |
$25K - $28.1K
|
1.48K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-50- 12.5% |
$25K - $28.1K
|
350
$122K
|
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-50- 11.11% |
$25K - $28.1K
|
400
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-51- 1.11% |
$25.5K - $28.7K
|
4.55K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-51- 15.0% |
$25.5K - $28.7K
|
289
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-52- 0.26% |
$26K - $29.2K
|
19.9K
$6.9M
|