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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-53- 6.46% |
$26.5K - $29.8K
|
768
$267K
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-55- 2.8% |
$27.5K - $30.9K
|
1.91K
$664K
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-55- 0.4% |
$27.5K - $30.9K
|
13.6K
$4.73M
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-55- 10.42% |
$27.5K - $30.9K
|
473
$165K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-56- 0.9% |
$28K - $31.5K
|
6.18K
$2.15M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-56- 2.98% |
$28K - $31.5K
|
1.82K
$634K
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-56- 3.58% |
$28K - $31.5K
|
1.51K
$525K
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-57- 2.96% |
$28.5K - $32.1K
|
1.87K
$650K
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-57- 1.03% |
$28.5K - $32.1K
|
5.49K
$1.91M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-58- 43.28% |
$29K - $32.6K
|
76
$26.4K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-59- 7.9% |
$29.5K - $33.2K
|
688
$239K
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-60- 7.89% |
$30K - $33.7K
|
700
$243K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 3.97% |
$30.5K - $34.3K
|
1.48K
$513K
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-61- 1.3% |
$30.5K - $34.3K
|
4.62K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-62- 8.33% |
$31K - $34.9K
|
682
$237K
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-66- 12.6% |
$33K - $37.1K
|
458
$159K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-66- 4.02% |
$33K - $37.1K
|
1.58K
$548K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-66- 4.97% |
$33K - $37.1K
|
1.26K
$439K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-67- 8.31% |
$33.5K - $37.7K
|
739
$257K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-67- 3.29% |
$33.5K - $37.7K
|
1.97K
$686K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-67- 1.63% |
$33.5K - $37.7K
|
4.04K
$1.4M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-68- 7.73% |
$34K - $38.2K
|
812
$282K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-68- 1.22% |
$34K - $38.2K
|
5.5K
$1.91M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-69- 10.22% |
$34.5K - $38.8K
|
606
$211K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-70- 4.13% |
$35K - $39.4K
|
1.63K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-70- 7.81% |
$35K - $39.4K
|
826
$287K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-70- 2.49% |
$35K - $39.4K
|
2.74K
$952K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-70- 22.22% |
$35K - $39.4K
|
245
$85.2K
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-70- 0.65% |
$35K - $39.4K
|
10.7K
$3.71M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-71- 11.79% |
$35.5K - $39.9K
|
531
$185K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-72- 15.03% |
$36K - $40.5K
|
407
$142K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-74- 5.81% |
$37K - $41.6K
|
1.2K
$417K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-79- 2.88% |
$39.5K - $44.4K
|
2.66K
$926K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-79- 0.33% |
$39.5K - $44.4K
|
23.9K
$8.3M
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-79- 7.52% |
$39.5K - $44.4K
|
971
$338K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-80- 5.65% |
$40K - $45K
|
1.34K
$464K
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-84- 1.94% |
$42K - $47.2K
|
4.25K
$1.48M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86- 31.16% |
$43K - $48.4K
|
190
$66.1K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-88- 1.23% |
$44K - $49.5K
|
7.05K
$2.45M
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-89- 1.38% |
$44.5K - $50K
|
6.36K
$2.21M
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.45% |
$45K - $50.6K
|
19.9K
$6.91M
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-90- 0.64% |
$45K - $50.6K
|
13.9K
$4.84M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-93- 0.86% |
$46.5K - $52.3K
|
10.7K
$3.73M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 1.07% |
$47.5K - $53.4K
|
8.76K
$3.05M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-95- 18.45% |
$47.5K - $53.4K
|
420
$146K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 3.97% |
$48.5K - $54.5K
|
2.35K
$817K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-98- 5.42% |
$49K - $55.1K
|
1.71K
$594K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-98- 1.42% |
$49K - $55.1K
|
6.82K
$2.37M
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-100- 4.84% |
$50K - $56.2K
|
1.97K
$684K
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-102- 3.67% |
$51K - $57.4K
|
2.68K
$931K
|