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 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
417New |
$194K - $228K
|
417
$171K
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
417New |
$194K - $228K
|
417
$171K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
415New |
$193K - $227K
|
415
$171K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
413+ 8.72% |
$192K - $226K
|
5.15K
$2.12M
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
411New |
$191K - $225K
|
411
$169K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
407New |
$189K - $223K
|
407
$167K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
405+ 12.74% |
$188K - $221K
|
3.58K
$1.47M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
405+ 2.19% |
$188K - $221K
|
18.9K
$7.77M
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
404New |
$188K - $221K
|
404
$166K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
404New |
$188K - $221K
|
404
$166K
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
404New |
$188K - $221K
|
404
$166K
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
403+ 1.05% |
$187K - $220K
|
38.7K
$15.9M
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
402New |
$187K - $220K
|
402
$165K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
402New |
$187K - $220K
|
402
$165K
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
401New |
$187K - $219K
|
401
$165K
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
401New |
$187K - $219K
|
401
$165K
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
400New |
$186K - $219K
|
400
$164K
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
400New |
$186K - $219K
|
400
$164K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
400New |
$186K - $219K
|
400
$164K
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
400New |
$186K - $219K
|
400
$164K
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
398New |
$185K - $218K
|
398
$164K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
396+ 8.44% |
$184K - $217K
|
5.09K
$2.09M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
393+ 5.71% |
$183K - $215K
|
7.27K
$2.99M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
393New |
$183K - $215K
|
393
$162K
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
393New |
$183K - $215K
|
393
$162K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
392New |
$182K - $214K
|
392
$161K
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
390New |
$181K - $213K
|
390
$160K
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
388+ 5.43% |
$181K - $212K
|
7.53K
$3.1M
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
385+ 17.97% |
$179K - $211K
|
2.53K
$1.04M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
378+ 69.49% |
$176K - $207K
|
922
$379K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
370New |
$172K - $202K
|
370
$152K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
367+ 1.78% |
$171K - $201K
|
21K
$8.63M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
366+ 20.83% |
$170K - $200K
|
2.12K
$873K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
365+ 10.46% |
$170K - $200K
|
3.85K
$1.58M
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
363+ 36.89% |
$169K - $198K
|
1.35K
$554K
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
360+ 76.27% |
$167K - $197K
|
832
$342K
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
357+ 8.75% |
$166K - $195K
|
4.44K
$1.82M
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
356+ 1.73% |
$166K - $195K
|
21K
$8.63M
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
354+ 1.92% |
$165K - $194K
|
18.8K
$7.71M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
346+ 7.66% |
$161K - $189K
|
4.86K
$2M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
342New |
$159K - $187K
|
342
$141K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
340+ 8.05% |
$158K - $186K
|
4.57K
$1.88M
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
334+ 18.67% |
$155K - $183K
|
2.12K
$873K
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
330+ 3.06% |
$154K - $180K
|
11.1K
$4.56M
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
321+ 13.91% |
$149K - $176K
|
2.63K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
320+ 20.37% |
$149K - $175K
|
1.89K
$778K
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
317New |
$147K - $173K
|
317
$130K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
309+ 8.17% |
$144K - $169K
|
4.09K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
301+ 5.0% |
$140K - $165K
|
6.32K
$2.6M
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
300+ 0.29% |
$140K - $164K
|
105K
$43.3M
|