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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-70- 2.49% |
$35K - $39.4K
|
2.74K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-70- 22.22% |
$35K - $39.4K
|
245
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-70- 0.65% |
$35K - $39.4K
|
10.7K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-71- 11.79% |
$35.5K - $39.9K
|
531
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-72- 15.03% |
$36K - $40.5K
|
407
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-74- 5.81% |
$37K - $41.6K
|
1.2K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-79- 2.88% |
$39.5K - $44.4K
|
2.66K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-79- 0.33% |
$39.5K - $44.4K
|
23.9K
$9.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-79- 7.52% |
$39.5K - $44.4K
|
971
$399K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-80- 5.65% |
$40K - $45K
|
1.34K
$549K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-84- 1.94% |
$42K - $47.2K
|
4.25K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86- 31.16% |
$43K - $48.4K
|
190
$78.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-88- 1.23% |
$44K - $49.5K
|
7.05K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-89- 1.38% |
$44.5K - $50K
|
6.36K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.45% |
$45K - $50.6K
|
19.9K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-90- 0.64% |
$45K - $50.6K
|
13.9K
$5.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-93- 0.86% |
$46.5K - $52.3K
|
10.7K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 1.07% |
$47.5K - $53.4K
|
8.76K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-95- 18.45% |
$47.5K - $53.4K
|
420
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 3.97% |
$48.5K - $54.5K
|
2.35K
$966K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-98- 5.42% |
$49K - $55.1K
|
1.71K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-98- 1.42% |
$49K - $55.1K
|
6.82K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-100- 4.84% |
$50K - $56.2K
|
1.97K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-102- 3.67% |
$51K - $57.4K
|
2.68K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-102- 0.67% |
$51K - $57.4K
|
15.2K
$6.23M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-103- 82.4% |
$51.5K - $57.9K
|
22
$9.05K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-103- 0.88% |
$51.5K - $57.9K
|
11.6K
$4.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-104- 15.5% |
$52K - $58.5K
|
567
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-104- 18.37% |
$52K - $58.5K
|
462
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-105- 3.55% |
$52.5K - $59K
|
2.85K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-106- 2.7% |
$53K - $59.6K
|
3.81K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-108- 27.55% |
$54K - $60.7K
|
284
$117K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-109- 1.54% |
$54.5K - $61.3K
|
6.96K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-113- 80.71% |
$56.5K - $63.5K
|
27
$11.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-116- 0.11% |
$58K - $65.2K
|
101K
$41.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-116- 2.58% |
$58K - $65.2K
|
4.38K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-120- 2.5% |
$60K - $67.5K
|
4.69K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-121- 1.87% |
$60.5K - $68K
|
6.35K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-122- 40.8% |
$61K - $68.6K
|
177
$72.8K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-122- 2.06% |
$61K - $68.6K
|
5.8K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-125- 3.19% |
$62.5K - $70.3K
|
3.79K
$1.56M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 7.92% |
$63.5K - $71.4K
|
1.48K
$607K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-127- 1.95% |
$63.5K - $71.4K
|
6.39K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-128- 5.65% |
$64K - $72K
|
2.14K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-128- 4.46% |
$64K - $72K
|
2.74K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-131- 1.69% |
$65.5K - $73.7K
|
7.63K
$3.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-132- 3.01% |
$66K - $74.2K
|
4.25K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-133- 5.37% |
$66.5K - $74.8K
|
2.35K
$964K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-136- 0.1% |
$68K - $76.5K
|
142K
$58.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-136- 5.25% |
$68K - $76.5K
|
2.46K
$1.01M
|