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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.22% |
$930 - $1.09K
|
892
$310K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 50.0% |
$930 - $1.09K
|
6
$2.09K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$930 - $1.09K
|
813
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.05% |
$930 - $1.09K
|
3.91K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
2+ 0.29% |
$930 - $1.09K
|
681
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$930 - $1.09K
|
2.37K
$825K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.02% |
$930 - $1.09K
|
12.6K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$930 - $1.09K
|
2
$696
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2New |
$930 - $1.09K
|
2
$696
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.2% |
$465 - $547
|
504
$175K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.17% |
$465 - $547
|
579
$201K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.02% |
$465 - $547
|
6.03K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.0% |
$465 - $547
|
21
$7.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1+ 0.13% |
$465 - $547
|
756
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.44% |
$465 - $547
|
226
$78.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.21% |
$465 - $547
|
477
$166K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.07% |
$465 - $547
|
1.4K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.08% |
$465 - $547
|
94
$32.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1+ 0.09% |
$465 - $547
|
1.07K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.19% |
$465 - $547
|
537
$187K
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
1+ 0.13% |
$465 - $547
|
779
$271K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$465 - $547
|
1
$348
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$465 - $547
|
1.98K
$689K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.18% |
$465 - $547
|
558
$194K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 0.24% |
$465 - $547
|
414
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1- 0.06% |
$465 - $547
|
1.7K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$465 - $547
|
4
$1.39K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 20.0% |
$465 - $547
|
4
$1.39K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 15.38% |
$930 - $1.09K
|
11
$3.83K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-2- 0.19% |
$930 - $1.09K
|
1.07K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.04% |
$930 - $1.09K
|
5.26K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2- 0.12% |
$930 - $1.09K
|
1.69K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2- 0.19% |
$930 - $1.09K
|
1.06K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2- 0.43% |
$930 - $1.09K
|
461
$160K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3- 0.12% |
$1.4K - $1.64K
|
2.51K
$873K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3- 0.29% |
$1.4K - $1.64K
|
1.05K
$364K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3- 17.65% |
$1.4K - $1.64K
|
14
$4.87K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3- 0.22% |
$1.4K - $1.64K
|
1.34K
$466K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-3- 0.24% |
$1.4K - $1.64K
|
1.23K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3- 0.08% |
$1.4K - $1.64K
|
3.93K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3- 6.52% |
$1.4K - $1.64K
|
43
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3- 5.66% |
$1.4K - $1.64K
|
50
$17.4K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 27.27% |
$1.4K - $1.64K
|
8
$2.78K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-4- 0.42% |
$1.86K - $2.19K
|
951
$331K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4- 0.22% |
$1.86K - $2.19K
|
1.81K
$629K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.42% |
$1.86K - $2.19K
|
951
$331K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-5- 0.8% |
$2.33K - $2.73K
|
617
$215K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-5- 0.09% |
$2.33K - $2.73K
|
5.27K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5- 1.13% |
$2.33K - $2.73K
|
437
$152K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-5- 3.16% |
$2.33K - $2.73K
|
153
$53.2K
|