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
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13+ 0.93% |
$6.05K - $7.11K
|
1.41K
$491K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
12+ 1.24% |
$5.58K - $6.56K
|
983
$342K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
12New |
$5.58K - $6.56K
|
12
$4.17K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11New |
$5.12K - $6.01K
|
11
$3.83K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 2.49% |
$5.12K - $6.01K
|
453
$158K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11+ 1.89% |
$5.12K - $6.01K
|
592
$206K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 2.47% |
$5.12K - $6.01K
|
457
$159K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11+ 2.2% |
$5.12K - $6.01K
|
511
$178K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
10New |
$4.65K - $5.47K
|
10
$3.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
10+ 0.38% |
$4.65K - $5.47K
|
2.66K
$926K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
10New |
$4.65K - $5.47K
|
10
$3.48K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.2% |
$4.65K - $5.47K
|
465
$162K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
9+ 1.14% |
$4.19K - $4.92K
|
800
$278K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 1.11% |
$4.19K - $4.92K
|
822
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8New |
$3.72K - $4.37K
|
8
$2.78K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$3.26K - $3.83K
|
7
$2.43K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7+ 0.96% |
$3.26K - $3.83K
|
737
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 1.97% |
$3.26K - $3.83K
|
362
$126K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
7+ 1.29% |
$3.26K - $3.83K
|
548
$191K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 0.91% |
$3.26K - $3.83K
|
776
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7+ 1.18% |
$3.26K - $3.83K
|
602
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.13% |
$3.26K - $3.83K
|
5.55K
$1.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
6+ 0.1% |
$2.79K - $3.28K
|
6.25K
$2.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.76% |
$2.79K - $3.28K
|
800
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6+ 200.0% |
$2.79K - $3.28K
|
9
$3.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$2.79K - $3.28K
|
1.59K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$2.79K - $3.28K
|
6
$2.09K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5+ 0.89% |
$2.33K - $2.73K
|
565
$197K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5+ 0.24% |
$2.33K - $2.73K
|
2.07K
$719K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
5+ 17.24% |
$2.33K - $2.73K
|
34
$11.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 2.82% |
$2.33K - $2.73K
|
182
$63.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5New |
$2.33K - $2.73K
|
5
$1.74K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5+ 0.16% |
$2.33K - $2.73K
|
3.08K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.24% |
$2.33K - $2.73K
|
2.12K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5+ 0.72% |
$2.33K - $2.73K
|
696
$242K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 0.45% |
$2.33K - $2.73K
|
1.12K
$388K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 12.2% |
$2.33K - $2.73K
|
46
$16K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4+ 0.41% |
$1.86K - $2.19K
|
980
$341K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
4New |
$1.86K - $2.19K
|
4
$1.39K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
4New |
$1.86K - $2.19K
|
4
$1.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4+ 0.1% |
$1.86K - $2.19K
|
3.84K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.18% |
$1.86K - $2.19K
|
2.22K
$772K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$1.86K - $2.19K
|
4
$1.39K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$1.4K - $1.64K
|
1.76K
$611K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3+ 0.01% |
$1.4K - $1.64K
|
55.7K
$19.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.48% |
$1.4K - $1.64K
|
630
$219K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3+ 0.29% |
$1.4K - $1.64K
|
1.04K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
3New |
$1.4K - $1.64K
|
3
$1.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.21% |
$1.4K - $1.64K
|
1.45K
$503K
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
3+ 0.29% |
$1.4K - $1.64K
|
1.04K
$363K
|