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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60+ 1.43% |
$27.9K - $32.8K
|
4.26K
$1.48M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
59+ 5.25% |
$27.4K - $32.3K
|
1.18K
$411K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
59+ 1.14% |
$27.4K - $32.3K
|
5.25K
$1.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
59+ 6.04% |
$27.4K - $32.3K
|
1.04K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
58+ 6.58% |
$27K - $31.7K
|
940
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
57+ 4.9% |
$26.5K - $31.2K
|
1.22K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
57New |
$26.5K - $31.2K
|
57
$19.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
56New |
$26.1K - $30.6K
|
56
$19.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
55New |
$25.6K - $30.1K
|
55
$19.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
55+ 1.49% |
$25.6K - $30.1K
|
3.75K
$1.3M
|
|
|
May 28, 2025
Q4 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
55+ 4.21% |
$25.6K - $30.1K
|
1.36K
$473K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
54+ 7.33% |
$25.1K - $29.5K
|
791
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
52+ 8.87% |
$24.2K - $28.4K
|
638
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
51+ 17.29% |
$23.7K - $27.9K
|
346
$120K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 8.25% |
$23.3K - $27.3K
|
656
$228K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
47+ 1.03% |
$21.9K - $25.7K
|
4.62K
$1.61M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
47+ 1.26% |
$21.9K - $25.7K
|
3.79K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 29.49% |
$21.4K - $25.2K
|
202
$70.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
45+ 5.54% |
$20.9K - $24.6K
|
858
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 3.96% |
$20.5K - $24.1K
|
1.16K
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
44+ 5.07% |
$20.5K - $24.1K
|
912
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 5.87% |
$20K - $23.5K
|
775
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
42+ 5.53% |
$19.5K - $23K
|
801
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
42+ 0.47% |
$19.5K - $23K
|
8.9K
$3.09M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41+ 1.56% |
$19.1K - $22.4K
|
2.67K
$927K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
41+ 56.16% |
$19.1K - $22.4K
|
114
$39.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
40+ 2.5% |
$18.6K - $21.9K
|
1.64K
$570K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
40+ 2.94% |
$18.6K - $21.9K
|
1.4K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
40+ 0.35% |
$18.6K - $21.9K
|
11.6K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40New |
$18.6K - $21.9K
|
40
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
40+ 2.72% |
$18.6K - $21.9K
|
1.51K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40+ 1.53% |
$18.6K - $21.9K
|
2.66K
$924K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
39New |
$18.1K - $21.3K
|
39
$13.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
38New |
$17.7K - $20.8K
|
38
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
38+ 6.68% |
$17.7K - $20.8K
|
607
$211K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
37New |
$17.2K - $20.2K
|
37
$12.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
37+ 6.4% |
$17.2K - $20.2K
|
615
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
37New |
$17.2K - $20.2K
|
37
$12.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
34+ 0.03% |
$15.8K - $18.6K
|
103K
$36M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
34+ 2.26% |
$15.8K - $18.6K
|
1.54K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33+ 2.18% |
$15.4K - $18K
|
1.55K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$15.4K - $18K
|
33
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32+ 800.0% |
$14.9K - $17.5K
|
36
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
32+ 0.59% |
$14.9K - $17.5K
|
5.43K
$1.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31+ 0.87% |
$14.4K - $16.9K
|
3.6K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
31+ 7.45% |
$14.4K - $16.9K
|
447
$155K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
30+ 6.49% |
$14K - $16.4K
|
492
$171K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
30+ 17.14% |
$14K - $16.4K
|
205
$71.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
30+ 65.22% |
$14K - $16.4K
|
76
$26.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
30+ 0.29% |
$14K - $16.4K
|
10.5K
$3.65M
|