Purchases and Sales Made in Q4 2022 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q4 2022. 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 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
161+ 26.74% |
$74.9K - $88K
|
763
$314K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
158+ 9.81% |
$73.5K - $86.4K
|
1.77K
$727K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
157New |
$73K - $85.8K
|
157
$64.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
156+ 6.49% |
$72.6K - $85.3K
|
2.56K
$1.05M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
155+ 11.72% |
$72.1K - $84.7K
|
1.48K
$607K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
153+ 21.19% |
$71.2K - $83.7K
|
875
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 5.21% |
$71.2K - $83.7K
|
3.09K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
151+ 8.17% |
$70.2K - $82.6K
|
2K
$822K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
150New |
$69.8K - $82K
|
150
$61.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
150+ 41.32% |
$69.8K - $82K
|
513
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
141+ 3.11% |
$65.6K - $77.1K
|
4.67K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
141+ 94.0% |
$65.6K - $77.1K
|
291
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
137+ 2.64% |
$63.7K - $74.9K
|
5.33K
$2.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
136+ 9.46% |
$63.3K - $74.4K
|
1.57K
$647K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
136+ 19.48% |
$63.3K - $74.4K
|
834
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
132+ 1.25% |
$61.4K - $72.2K
|
10.7K
$4.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
132+ 8.67% |
$61.4K - $72.2K
|
1.66K
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
130+ 13.21% |
$60.5K - $71.1K
|
1.11K
$458K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
129+ 0.75% |
$60K - $70.5K
|
17.4K
$7.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
125+ 11.03% |
$58.2K - $68.3K
|
1.26K
$517K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
123+ 8.36% |
$57.2K - $67.3K
|
1.59K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
122+ 20.82% |
$56.8K - $66.7K
|
708
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
118+ 50.0% |
$54.9K - $64.5K
|
354
$146K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
117+ 13.93% |
$54.4K - $64K
|
957
$393K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
117+ 23.68% |
$54.4K - $64K
|
611
$251K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
115+ 15.46% |
$53.5K - $62.9K
|
859
$353K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
114New |
$53K - $62.3K
|
114
$46.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
113+ 20.96% |
$52.6K - $61.8K
|
652
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
112New |
$52.1K - $61.2K
|
112
$46K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
112+ 86.82% |
$52.1K - $61.2K
|
241
$99.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
111New |
$51.6K - $60.7K
|
111
$45.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
109+ 17.17% |
$50.7K - $59.6K
|
744
$306K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
109+ 0.17% |
$50.7K - $59.6K
|
64.7K
$26.6M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
106+ 50.24% |
$49.3K - $58K
|
317
$130K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
106+ 6.65% |
$49.3K - $58K
|
1.7K
$699K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
105+ 2.11% |
$48.8K - $57.4K
|
5.07K
$2.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
102+ 11.04% |
$47.5K - $55.8K
|
1.03K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
102+ 28.65% |
$47.5K - $55.8K
|
458
$188K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
101+ 11.12% |
$47K - $55.2K
|
1.01K
$415K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
100+ 31.85% |
$46.5K - $54.7K
|
414
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
100+ 8.63% |
$46.5K - $54.7K
|
1.26K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
99New |
$46.1K - $54.1K
|
99
$40.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
98+ 13.86% |
$45.6K - $53.6K
|
805
$331K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
96+ 0.41% |
$44.7K - $52.5K
|
23.6K
$9.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
96+ 7.46% |
$44.7K - $52.5K
|
1.38K
$569K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
95+ 16.13% |
$44.2K - $51.9K
|
684
$281K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
94New |
$43.7K - $51.4K
|
94
$38.6K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
94+ 3.0% |
$43.7K - $51.4K
|
3.23K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
89+ 23.73% |
$41.4K - $48.7K
|
464
$191K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
87+ 13.85% |
$40.5K - $47.6K
|
715
$294K
|