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 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
132+ 9.9% |
$57.2K - $64.4K
|
1.47K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
132+ 15.79% |
$57.2K - $64.4K
|
968
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
131+ 18.74% |
$56.8K - $63.9K
|
830
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130+ 2.55% |
$56.4K - $63.4K
|
5.22K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
126+ 23.08% |
$54.6K - $61.5K
|
672
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
125New |
$54.2K - $61K
|
125
$43.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
124+ 13.3% |
$53.8K - $60.5K
|
1.06K
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
124+ 12.33% |
$53.8K - $60.5K
|
1.13K
$393K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
122+ 23.46% |
$52.9K - $59.5K
|
642
$223K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
120+ 0.65% |
$52K - $58.6K
|
18.6K
$6.46M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 9.98% |
$52K - $58.6K
|
1.32K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
120+ 1.57% |
$52K - $58.6K
|
7.74K
$2.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
119New |
$51.6K - $58.1K
|
119
$41.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
117+ 8.92% |
$50.7K - $57.1K
|
1.43K
$497K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
117+ 8.92% |
$50.7K - $57.1K
|
1.43K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
116+ 19.08% |
$50.3K - $56.6K
|
724
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
113+ 12.0% |
$49K - $55.2K
|
1.06K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
113+ 4.98% |
$49K - $55.2K
|
2.38K
$829K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
110+ 2.1% |
$47.7K - $53.7K
|
5.34K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109+ 12.32% |
$47.3K - $53.2K
|
994
$346K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
108+ 3.79% |
$46.8K - $52.7K
|
2.96K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
107+ 12.78% |
$46.4K - $52.2K
|
944
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
106+ 7.38% |
$46K - $51.7K
|
1.54K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104+ 0.87% |
$45.1K - $50.8K
|
12.1K
$4.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
102+ 6.77% |
$44.2K - $49.8K
|
1.61K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
102+ 2.66% |
$44.2K - $49.8K
|
3.94K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
102+ 3.54% |
$44.2K - $49.8K
|
2.98K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
99+ 2.86% |
$42.9K - $48.3K
|
3.57K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
99+ 2.86% |
$42.9K - $48.3K
|
3.57K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 3.05% |
$42.5K - $47.8K
|
3.31K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
98+ 6.38% |
$42.5K - $47.8K
|
1.64K
$569K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
96+ 8.74% |
$41.6K - $46.9K
|
1.2K
$416K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
95+ 4.29% |
$41.2K - $46.4K
|
2.31K
$804K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
94+ 21.27% |
$40.7K - $45.9K
|
536
$186K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
91+ 17.43% |
$39.4K - $44.4K
|
613
$213K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
89+ 2.84% |
$38.6K - $43.4K
|
3.23K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
89+ 4.37% |
$38.6K - $43.4K
|
2.13K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
88+ 8.61% |
$38.1K - $42.9K
|
1.11K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
87+ 17.16% |
$37.7K - $42.5K
|
594
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
86New |
$37.3K - $42K
|
86
$29.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85New |
$36.8K - $41.5K
|
85
$29.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
85+ 36.64% |
$36.8K - $41.5K
|
317
$110K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
85+ 3.39% |
$36.8K - $41.5K
|
2.59K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
84+ 0.02% |
$36.4K - $41K
|
376K
$131M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$36.4K - $41K
|
84
$29.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
83+ 6.76% |
$36K - $40.5K
|
1.31K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
79+ 13.84% |
$34.2K - $38.6K
|
650
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
79+ 15.28% |
$34.2K - $38.6K
|
596
$207K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
79+ 7.47% |
$34.2K - $38.6K
|
1.14K
$395K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
78+ 10.86% |
$33.8K - $38.1K
|
796
$277K
|