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 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
515+ 12.4% |
$258K - $290K
|
4.67K
$1.92M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
514New |
$257K - $289K
|
514
$211K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
507+ 4.13% |
$254K - $285K
|
12.8K
$5.26M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
505+ 1.87% |
$253K - $284K
|
27.5K
$11.3M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
502+ 19.34% |
$251K - $282K
|
3.1K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
502New |
$251K - $282K
|
502
$206K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
499+ 14.05% |
$250K - $281K
|
4.05K
$1.67M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
499New |
$250K - $281K
|
499
$205K
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
492New |
$246K - $277K
|
492
$202K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
490+ 13.26% |
$245K - $276K
|
4.19K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
488+ 1.17% |
$244K - $274K
|
42K
$17.3M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
484+ 29.64% |
$242K - $272K
|
2.12K
$870K
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
471+ 8.36% |
$236K - $265K
|
6.11K
$2.51M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
469+ 15.25% |
$235K - $264K
|
3.55K
$1.46M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
465New |
$233K - $261K
|
465
$191K
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
463+ 0.38% |
$232K - $260K
|
123K
$50.6M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
456New |
$228K - $256K
|
456
$187K
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
455New |
$228K - $256K
|
455
$187K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
454New |
$227K - $255K
|
454
$187K
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
451New |
$226K - $254K
|
451
$185K
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
444New |
$222K - $250K
|
444
$183K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
443+ 25.97% |
$222K - $249K
|
2.15K
$884K
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
443New |
$222K - $249K
|
443
$182K
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
439+ 5.82% |
$220K - $247K
|
7.98K
$3.28M
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
438New |
$219K - $246K
|
438
$180K
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
435+ 21.26% |
$218K - $245K
|
2.48K
$1.02M
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
434+ 2.46% |
$217K - $244K
|
18.1K
$7.44M
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
433+ 1.59% |
$217K - $243K
|
27.7K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
428New |
$214K - $241K
|
428
$176K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
420New |
$210K - $236K
|
420
$173K
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
415+ 12.52% |
$208K - $233K
|
3.73K
$1.53M
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
411+ 60.53% |
$206K - $231K
|
1.09K
$448K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 26.04% |
$204K - $229K
|
1.97K
$810K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
400+ 44.3% |
$200K - $225K
|
1.3K
$536K
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$200K - $225K
|
400
$164K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
393New |
$197K - $221K
|
393
$162K
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
392+ 6.54% |
$196K - $220K
|
6.39K
$2.63M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
391New |
$196K - $220K
|
391
$161K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
388+ 5.5% |
$194K - $218K
|
7.44K
$3.06M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
385New |
$193K - $216K
|
385
$158K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
383+ 368.27% |
$192K - $215K
|
487
$200K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
374+ 35.18% |
$187K - $210K
|
1.44K
$591K
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
369+ 1.37% |
$185K - $207K
|
27.4K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
369+ 275.37% |
$185K - $207K
|
503
$207K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
365+ 2.19% |
$183K - $205K
|
17.1K
$7.02M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
362+ 75.73% |
$181K - $204K
|
840
$345K
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
357+ 3.41% |
$179K - $201K
|
10.8K
$4.45M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
355+ 1.11% |
$178K - $200K
|
32.2K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
350+ 13.23% |
$175K - $197K
|
3K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 40.02% |
$173K - $194K
|
1.21K
$496K
|