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 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-40- 4.29% |
$20K - $22.5K
|
892
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-41- 2.58% |
$20.5K - $23.1K
|
1.55K
$636K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41- 1.56% |
$20.5K - $23.1K
|
2.59K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-42- 1.84% |
$21K - $23.6K
|
2.24K
$922K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-43- 7.08% |
$21.5K - $24.2K
|
564
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-43- 2.65% |
$21.5K - $24.2K
|
1.58K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-43- 3.46% |
$21.5K - $24.2K
|
1.2K
$493K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.98% |
$22.5K - $25.3K
|
2.23K
$916K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-46- 5.54% |
$23K - $25.9K
|
784
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-46- 0.62% |
$23K - $25.9K
|
7.35K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.05% |
$24K - $27K
|
2.29K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-48- 1.97% |
$24K - $27K
|
2.39K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-48- 2.33% |
$24K - $27K
|
2.01K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-48- 1.05% |
$24K - $27K
|
4.52K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-49- 7.79% |
$24.5K - $27.6K
|
580
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-49- 1.77% |
$24.5K - $27.6K
|
2.72K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-50- 2.94% |
$25K - $28.1K
|
1.65K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.19% |
$25K - $28.1K
|
1.52K
$624K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-50- 0.48% |
$25K - $28.1K
|
10.4K
$4.28M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 3.27% |
$25K - $28.1K
|
1.48K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-50- 12.5% |
$25K - $28.1K
|
350
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-51- 1.11% |
$25.5K - $28.7K
|
4.55K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-51- 15.0% |
$25.5K - $28.7K
|
289
$119K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-52- 0.26% |
$26K - $29.2K
|
19.9K
$8.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-53- 6.46% |
$26.5K - $29.8K
|
768
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-55- 2.8% |
$27.5K - $30.9K
|
1.91K
$785K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-55- 0.4% |
$27.5K - $30.9K
|
13.6K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-55- 10.42% |
$27.5K - $30.9K
|
473
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-56- 0.9% |
$28K - $31.5K
|
6.18K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-56- 2.98% |
$28K - $31.5K
|
1.82K
$750K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-56- 3.58% |
$28K - $31.5K
|
1.51K
$620K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-57- 2.96% |
$28.5K - $32.1K
|
1.87K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-57- 1.03% |
$28.5K - $32.1K
|
5.49K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-58- 43.28% |
$29K - $32.6K
|
76
$31.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-59- 7.9% |
$29.5K - $33.2K
|
688
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-60- 7.89% |
$30K - $33.7K
|
700
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 3.97% |
$30.5K - $34.3K
|
1.48K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-61- 1.3% |
$30.5K - $34.3K
|
4.62K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-62- 8.33% |
$31K - $34.9K
|
682
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-66- 12.6% |
$33K - $37.1K
|
458
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-66- 4.02% |
$33K - $37.1K
|
1.58K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-66- 4.97% |
$33K - $37.1K
|
1.26K
$519K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-67- 8.31% |
$33.5K - $37.7K
|
739
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-67- 3.29% |
$33.5K - $37.7K
|
1.97K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-67- 1.63% |
$33.5K - $37.7K
|
4.04K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-68- 7.73% |
$34K - $38.2K
|
812
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-68- 1.22% |
$34K - $38.2K
|
5.5K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-69- 10.22% |
$34.5K - $38.8K
|
606
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-70- 4.13% |
$35K - $39.4K
|
1.63K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-70- 7.81% |
$35K - $39.4K
|
826
$340K
|