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 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
41+ 6.96% |
$17.8K - $20K
|
630
$219K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 1.15% |
$17.8K - $20K
|
3.61K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 5.06% |
$17.3K - $19.5K
|
831
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
40+ 0.45% |
$17.3K - $19.5K
|
8.92K
$3.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
40New |
$17.3K - $19.5K
|
40
$13.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 6.11% |
$16.9K - $19K
|
677
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
39+ 16.6% |
$16.9K - $19K
|
274
$95.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
39+ 6.04% |
$16.9K - $19K
|
685
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
39+ 0.49% |
$16.9K - $19K
|
7.97K
$2.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
37+ 3.36% |
$16K - $18.1K
|
1.14K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 1.34% |
$16K - $18.1K
|
2.8K
$975K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
36+ 2.23% |
$15.6K - $17.6K
|
1.65K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
35+ 1.46% |
$15.2K - $17.1K
|
2.44K
$847K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
35+ 1.04% |
$15.2K - $17.1K
|
3.39K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
34+ 3.72% |
$14.7K - $16.6K
|
948
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
34+ 3.65% |
$14.7K - $16.6K
|
966
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
34+ 4.39% |
$14.7K - $16.6K
|
809
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$13.9K - $15.6K
|
32
$11.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
31+ 5.75% |
$13.4K - $15.1K
|
570
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
31+ 5.09% |
$13.4K - $15.1K
|
640
$223K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31New |
$13.4K - $15.1K
|
31
$10.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
30+ 2.69% |
$13K - $14.6K
|
1.15K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
30+ 6.34% |
$13K - $14.6K
|
503
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
30+ 0.64% |
$13K - $14.6K
|
4.69K
$1.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 2.49% |
$13K - $14.6K
|
1.24K
$430K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
30New |
$13K - $14.6K
|
30
$10.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 3.66% |
$12.6K - $14.2K
|
822
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 63.04% |
$12.6K - $14.2K
|
75
$26.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 1.47% |
$12.6K - $14.2K
|
2K
$697K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
27+ 1.18% |
$11.7K - $13.2K
|
2.32K
$807K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
27+ 3.39% |
$11.7K - $13.2K
|
824
$287K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 4.45% |
$11.7K - $13.2K
|
634
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26+ 25.0% |
$11.3K - $12.7K
|
130
$45.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
26+ 3.58% |
$11.3K - $12.7K
|
753
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26+ 0.06% |
$11.3K - $12.7K
|
44.5K
$15.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
25+ 0.49% |
$10.8K - $12.2K
|
5.15K
$1.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
25+ 0.95% |
$10.8K - $12.2K
|
2.65K
$920K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25+ 0.78% |
$10.8K - $12.2K
|
3.22K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
25+ 3.68% |
$10.8K - $12.2K
|
705
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
24+ 3.62% |
$10.4K - $11.7K
|
687
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 2.37% |
$10.4K - $11.7K
|
1.04K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$10.4K - $11.7K
|
24
$8.35K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 40.35% |
$9.97K - $11.2K
|
80
$27.8K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
23+ 0.21% |
$9.97K - $11.2K
|
10.7K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
23+ 0.67% |
$9.97K - $11.2K
|
3.47K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.15% |
$9.97K - $11.2K
|
15K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
23+ 3.14% |
$9.97K - $11.2K
|
756
$263K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22+ 2.54% |
$9.54K - $10.7K
|
887
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22+ 8.63% |
$9.54K - $10.7K
|
277
$96.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
22+ 3.7% |
$9.54K - $10.7K
|
616
$214K
|