Purchases and Sales Made in Q4 2021 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
343+ 333.01% |
$127K - $160K
|
446
$183K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
342+ 58.26% |
$127K - $160K
|
929
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
339+ 25.6% |
$125K - $159K
|
1.66K
$684K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
333+ 13.09% |
$123K - $156K
|
2.88K
$1.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
327+ 1.17% |
$121K - $153K
|
28.3K
$11.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
319+ 7.62% |
$118K - $149K
|
4.51K
$1.85M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
316New |
$117K - $148K
|
316
$130K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
311New |
$115K - $145K
|
311
$128K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
296+ 13.15% |
$110K - $138K
|
2.55K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
286+ 3.29% |
$106K - $134K
|
8.98K
$3.69M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
285+ 380.0% |
$105K - $133K
|
360
$148K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
283+ 3.04% |
$105K - $132K
|
9.58K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
280+ 8.48% |
$104K - $131K
|
3.58K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
273+ 6.55% |
$101K - $128K
|
4.44K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
271+ 23.18% |
$100K - $127K
|
1.44K
$592K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
270+ 10.93% |
$99.9K - $126K
|
2.74K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
268+ 43.3% |
$99.2K - $125K
|
887
$365K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
267+ 1.88% |
$98.8K - $125K
|
14.4K
$5.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
264New |
$97.7K - $123K
|
264
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
264New |
$97.7K - $123K
|
264
$109K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
262New |
$97K - $123K
|
262
$108K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
257+ 23.66% |
$95.1K - $120K
|
1.34K
$552K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
255+ 9.12% |
$94.4K - $119K
|
3.05K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
254+ 53.7% |
$94K - $119K
|
727
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
251+ 2.2% |
$92.9K - $117K
|
11.6K
$4.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
250New |
$92.5K - $117K
|
250
$103K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
247+ 9.88% |
$91.4K - $116K
|
2.75K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
245+ 0.23% |
$90.7K - $115K
|
106K
$43.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
235+ 0.56% |
$87K - $110K
|
42.1K
$17.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
234+ 600.0% |
$86.6K - $109K
|
273
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
231+ 15.49% |
$85.5K - $108K
|
1.72K
$708K
|
|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
227+ 12.56% |
$84K - $106K
|
2.04K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
223+ 2.76% |
$82.5K - $104K
|
8.3K
$3.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
217+ 3.03% |
$80.3K - $101K
|
7.39K
$3.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
209+ 19.81% |
$77.3K - $97.7K
|
1.26K
$520K
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
205+ 30.01% |
$75.9K - $95.9K
|
888
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
204+ 2.19% |
$75.5K - $95.4K
|
9.52K
$3.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
202+ 18.25% |
$74.8K - $94.5K
|
1.31K
$538K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
201New |
$74.4K - $94K
|
201
$82.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
201+ 36.09% |
$74.4K - $94K
|
758
$312K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
200New |
$74K - $93.5K
|
200
$82.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200+ 43.76% |
$74K - $93.5K
|
657
$270K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
196+ 20.35% |
$72.5K - $91.7K
|
1.16K
$477K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
196+ 515.79% |
$72.5K - $91.7K
|
234
$96.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
189+ 1.05% |
$69.9K - $88.4K
|
18.2K
$7.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
182+ 8.74% |
$67.4K - $85.1K
|
2.26K
$931K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
180New |
$66.6K - $84.2K
|
180
$74K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
178New |
$65.9K - $83.2K
|
178
$73.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
177+ 7.8% |
$65.5K - $82.8K
|
2.45K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
177+ 2.61% |
$65.5K - $82.8K
|
6.96K
$2.86M
|