Purchases and Sales Made in Q4 2023 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q4 2023. 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, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
415+ 4.11% |
$180K - $203K
|
10.5K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
404+ 62.15% |
$175K - $197K
|
1.05K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
403+ 8.26% |
$175K - $197K
|
5.28K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
399+ 2.51% |
$173K - $195K
|
16.3K
$5.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
390+ 27.5% |
$169K - $190K
|
1.81K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
382+ 8.46% |
$166K - $186K
|
4.9K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
375+ 2.73% |
$163K - $183K
|
14.1K
$4.91M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
374+ 40.7% |
$162K - $183K
|
1.29K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
367+ 10.05% |
$159K - $179K
|
4.02K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
362+ 2.07% |
$157K - $177K
|
17.9K
$6.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
359+ 20.95% |
$156K - $175K
|
2.07K
$721K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
355+ 6.28% |
$154K - $173K
|
6.01K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
350+ 23.83% |
$152K - $171K
|
1.82K
$633K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
346+ 2.24% |
$150K - $169K
|
15.8K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
343+ 15.95% |
$149K - $167K
|
2.49K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
331+ 5.5% |
$143K - $162K
|
6.35K
$2.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
328+ 7.96% |
$142K - $160K
|
4.45K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
322+ 42.48% |
$140K - $157K
|
1.08K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
321+ 51.52% |
$139K - $157K
|
944
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
308+ 38.4% |
$134K - $150K
|
1.11K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
297+ 17.64% |
$129K - $145K
|
1.98K
$689K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
296+ 0.09% |
$128K - $144K
|
340K
$118M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
294+ 0.32% |
$127K - $143K
|
92.3K
$32.1M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
294New |
$127K - $143K
|
294
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
293New |
$127K - $143K
|
293
$102K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
291New |
$126K - $142K
|
291
$101K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
289+ 19.41% |
$125K - $141K
|
1.78K
$618K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
285+ 56.89% |
$124K - $139K
|
786
$273K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
284+ 11.87% |
$123K - $139K
|
2.68K
$931K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
279+ 3.13% |
$121K - $136K
|
9.19K
$3.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
275New |
$119K - $134K
|
275
$95.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
275+ 78.35% |
$119K - $134K
|
626
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
273+ 24.03% |
$118K - $133K
|
1.41K
$490K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
272+ 0.48% |
$118K - $133K
|
56.5K
$19.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270+ 52.33% |
$117K - $132K
|
786
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
263+ 13.14% |
$114K - $128K
|
2.26K
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
262New |
$114K - $128K
|
262
$91.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
262+ 6.24% |
$114K - $128K
|
4.46K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258+ 6.15% |
$112K - $126K
|
4.45K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
257+ 8.44% |
$111K - $125K
|
3.3K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
255+ 0.25% |
$111K - $124K
|
103K
$35.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
254+ 1.23% |
$110K - $124K
|
20.9K
$7.26M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
254New |
$110K - $124K
|
254
$88.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
253+ 0.93% |
$110K - $123K
|
27.4K
$9.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
250+ 72.46% |
$108K - $122K
|
595
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
250New |
$108K - $122K
|
250
$87K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
245+ 2.22% |
$106K - $120K
|
11.3K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
243New |
$105K - $119K
|
243
$84.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
240+ 18.14% |
$104K - $117K
|
1.56K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
233+ 42.83% |
$101K - $114K
|
777
$270K
|