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 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
30+ 0.99% |
$14K - $16.4K
|
3.07K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
28+ 0.48% |
$13K - $15.3K
|
5.91K
$2.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
27+ 17.53% |
$12.6K - $14.8K
|
181
$63K
|
|
|
Feb 08, 2023
Q4 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
27+ 0.73% |
$12.6K - $14.8K
|
3.75K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
26+ 104.0% |
$12.1K - $14.2K
|
51
$17.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
25+ 5.62% |
$11.6K - $13.7K
|
470
$163K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25+ 208.33% |
$11.6K - $13.7K
|
37
$12.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25+ 0.73% |
$11.6K - $13.7K
|
3.43K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25+ 2.54% |
$11.6K - $13.7K
|
1.01K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
25+ 3.29% |
$11.6K - $13.7K
|
785
$273K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25+ 4.73% |
$11.6K - $13.7K
|
554
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
24+ 3.73% |
$11.2K - $13.1K
|
667
$232K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 3.83% |
$10.7K - $12.6K
|
624
$217K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 79.31% |
$10.7K - $12.6K
|
52
$18.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$10.7K - $12.6K
|
23
$8K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23New |
$10.7K - $12.6K
|
23
$8K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
20+ 3.06% |
$9.3K - $10.9K
|
673
$234K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
20+ 42.55% |
$9.3K - $10.9K
|
67
$23.3K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
20+ 2.83% |
$9.3K - $10.9K
|
727
$253K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
20+ 0.05% |
$9.3K - $10.9K
|
40.4K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
20+ 0.67% |
$9.3K - $10.9K
|
2.99K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 21.28% |
$9.3K - $10.9K
|
114
$39.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 2.07% |
$8.84K - $10.4K
|
937
$326K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
19+ 2.73% |
$8.84K - $10.4K
|
715
$249K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
19New |
$8.84K - $10.4K
|
19
$6.61K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 58.06% |
$8.37K - $9.84K
|
49
$17K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
18+ 2.1% |
$8.37K - $9.84K
|
875
$304K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
18+ 1.21% |
$8.37K - $9.84K
|
1.5K
$522K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18New |
$8.37K - $9.84K
|
18
$6.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
18+ 21.18% |
$8.37K - $9.84K
|
103
$35.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18+ 1.2% |
$8.37K - $9.84K
|
1.51K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18+ 2.23% |
$8.37K - $9.84K
|
826
$287K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17+ 1.02% |
$7.91K - $9.3K
|
1.69K
$587K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
17+ 2.03% |
$7.91K - $9.3K
|
856
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 5.43% |
$7.91K - $9.3K
|
330
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17+ 2.13% |
$7.91K - $9.3K
|
814
$283K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
16New |
$7.44K - $8.75K
|
16
$5.57K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16+ 2.87% |
$7.44K - $8.75K
|
573
$199K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16+ 2.46% |
$7.44K - $8.75K
|
667
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
16+ 0.46% |
$7.44K - $8.75K
|
3.48K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15+ 0.39% |
$6.98K - $8.2K
|
3.86K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 0.79% |
$6.98K - $8.2K
|
1.91K
$663K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
15+ 0.63% |
$6.98K - $8.2K
|
2.39K
$832K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14+ 0.82% |
$6.51K - $7.65K
|
1.72K
$597K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14+ 0.96% |
$6.51K - $7.65K
|
1.47K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14+ 0.45% |
$6.51K - $7.65K
|
3.1K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14+ 0.1% |
$6.51K - $7.65K
|
14.1K
$4.9M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 1.26% |
$6.51K - $7.65K
|
1.12K
$390K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
13+ 7.74% |
$6.05K - $7.11K
|
181
$63K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
13+ 2.94% |
$6.05K - $7.11K
|
455
$158K
|