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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 3.59% |
$8.67K - $9.76K
|
577
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
20+ 0.79% |
$8.67K - $9.76K
|
2.55K
$964K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$8.67K - $9.76K
|
20
$7.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 2.06% |
$8.67K - $9.76K
|
989
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 1.88% |
$8.67K - $9.76K
|
1.09K
$411K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$8.24K - $9.27K
|
19
$7.19K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
19+ 2.44% |
$8.24K - $9.27K
|
798
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19+ 3.58% |
$8.24K - $9.27K
|
549
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
19+ 0.95% |
$8.24K - $9.27K
|
2.01K
$762K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19New |
$8.24K - $9.27K
|
19
$7.19K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
19+ 1.02% |
$8.24K - $9.27K
|
1.87K
$709K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
18+ 1.61% |
$7.8K - $8.79K
|
1.13K
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
18+ 2.95% |
$7.8K - $8.79K
|
628
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
18New |
$7.8K - $8.79K
|
18
$6.81K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
18New |
$7.8K - $8.79K
|
18
$6.81K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
17+ 2.73% |
$7.37K - $8.3K
|
640
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
16+ 3.3% |
$6.94K - $7.81K
|
501
$190K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 3.1% |
$6.94K - $7.81K
|
532
$201K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16+ 0.53% |
$6.94K - $7.81K
|
3.03K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
16+ 2.28% |
$6.94K - $7.81K
|
718
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
16+ 8.38% |
$6.94K - $7.81K
|
207
$78.3K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14+ 1.58% |
$6.07K - $6.83K
|
899
$340K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14+ 1.85% |
$6.07K - $6.83K
|
771
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14+ 1.51% |
$6.07K - $6.83K
|
940
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14+ 0.55% |
$6.07K - $6.83K
|
2.58K
$977K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$6.07K - $6.83K
|
14
$5.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
14New |
$6.07K - $6.83K
|
14
$5.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$4.92K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$4.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 1.41% |
$5.64K - $6.34K
|
933
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$4.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$4.92K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 100.0% |
$5.64K - $6.34K
|
26
$9.84K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$4.92K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
12+ 0.2% |
$5.2K - $5.86K
|
6.04K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 3.36% |
$5.2K - $5.86K
|
369
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12+ 1.62% |
$5.2K - $5.86K
|
753
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.92% |
$4.77K - $5.37K
|
1.21K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
11+ 2.03% |
$4.77K - $5.37K
|
554
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11New |
$4.77K - $5.37K
|
11
$4.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11New |
$4.77K - $5.37K
|
11
$4.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$4.34K - $4.88K
|
10
$3.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10+ 0.16% |
$4.34K - $4.88K
|
6.24K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10New |
$4.34K - $4.88K
|
10
$3.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 0.85% |
$4.34K - $4.88K
|
1.18K
$447K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9New |
$3.9K - $4.39K
|
9
$3.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9+ 0.7% |
$3.9K - $4.39K
|
1.29K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
9+ 6.57% |
$3.9K - $4.39K
|
146
$55.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9+ 1.01% |
$3.9K - $4.39K
|
900
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8+ 1.48% |
$3.47K - $3.9K
|
549
$208K
|