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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-192- 0.56% |
$96K - $108K
|
34.2K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-194- 1.57% |
$97K - $109K
|
12.2K
$4.23M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-195- 15.87% |
$97.5K - $110K
|
1.03K
$360K
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-195- 9.86% |
$97.5K - $110K
|
1.78K
$620K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-196- 43.08% |
$98K - $110K
|
259
$90.1K
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-200- 10.81% |
$100K - $112K
|
1.65K
$574K
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-200- 8.7% |
$100K - $112K
|
2.1K
$730K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-202- 4.05% |
$101K - $114K
|
4.79K
$1.66M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-210- 17.09% |
$105K - $118K
|
1.02K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-210- 1.85% |
$105K - $118K
|
11.2K
$3.88M
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-219- 10.37% |
$110K - $123K
|
1.89K
$658K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-225- 26.38% |
$113K - $127K
|
628
$218K
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-228- 32.71% |
$114K - $128K
|
469
$163K
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-228- 16.74% |
$114K - $128K
|
1.13K
$394K
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-230- 0.49% |
$115K - $129K
|
46.3K
$16.1M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-232- 4.34% |
$116K - $130K
|
5.11K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-236- 3.06% |
$118K - $133K
|
7.48K
$2.6M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-240- 25.42% |
$120K - $135K
|
704
$245K
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-246- 4.54% |
$123K - $138K
|
5.17K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-252- 35.39% |
$126K - $142K
|
460
$160K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-255- 4.19% |
$128K - $143K
|
5.83K
$2.03M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-256- 24.4% |
$128K - $144K
|
793
$276K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-256- 4.01% |
$128K - $144K
|
6.13K
$2.13M
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-260- 21.0% |
$130K - $146K
|
978
$340K
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-264- 97.78% |
$132K - $148K
|
6
$2.09K
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-264- 1.16% |
$132K - $148K
|
22.6K
$7.85M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-265- 2.42% |
$133K - $149K
|
10.7K
$3.71M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-266- 3.4% |
$133K - $150K
|
7.56K
$2.63M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-269- 22.34% |
$135K - $151K
|
935
$325K
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-269- 2.28% |
$135K - $151K
|
11.5K
$4.01M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-270- 10.52% |
$135K - $152K
|
2.3K
$799K
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-275- 3.06% |
$138K - $155K
|
8.71K
$3.03M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-301- 5.33% |
$151K - $169K
|
5.35K
$1.86M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-301- 15.78% |
$151K - $169K
|
1.61K
$559K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-303- 37.32% |
$152K - $170K
|
509
$177K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-309- 18.4% |
$155K - $174K
|
1.37K
$477K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-311- 8.22% |
$156K - $175K
|
3.47K
$1.21M
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-314- 2.11% |
$157K - $177K
|
14.6K
$5.08M
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-316- 7.16% |
$158K - $178K
|
4.1K
$1.43M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-318- 8.97% |
$159K - $179K
|
3.23K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-333- 4.13% |
$167K - $187K
|
7.72K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-337- 37.24% |
$169K - $189K
|
568
$198K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-345- 13.03% |
$173K - $194K
|
2.3K
$801K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-354- 44.81% |
$177K - $199K
|
436
$152K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-365- 4.54% |
$183K - $205K
|
7.68K
$2.67M
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-398- 7.92% |
$199K - $224K
|
4.63K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-409- 21.66% |
$205K - $230K
|
1.48K
$514K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-411- 10.32% |
$206K - $231K
|
3.57K
$1.24M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-415- 6.82% |
$208K - $233K
|
5.67K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-415- 0.59% |
$208K - $233K
|
69.5K
$24.2M
|