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 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 2.68% |
$3.47K - $3.9K
|
307
$116K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
8+ 0.87% |
$3.47K - $3.9K
|
925
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
8+ 0.01% |
$3.47K - $3.9K
|
107K
$40.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$3.47K - $3.9K
|
8
$3.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8+ 1.14% |
$3.47K - $3.9K
|
709
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 10.61% |
$3.03K - $3.42K
|
73
$27.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.06% |
$3.03K - $3.42K
|
11.2K
$4.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
7+ 0.11% |
$3.03K - $3.42K
|
6.46K
$2.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7+ 0.11% |
$3.03K - $3.42K
|
6.21K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7New |
$3.03K - $3.42K
|
7
$2.65K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7+ 0.92% |
$3.03K - $3.42K
|
772
$292K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
7+ 0.57% |
$3.03K - $3.42K
|
1.23K
$467K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7+ 0.69% |
$3.03K - $3.42K
|
1.02K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7New |
$3.03K - $3.42K
|
7
$2.65K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
7+ 1.21% |
$3.03K - $3.42K
|
586
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7+ 0.4% |
$3.03K - $3.42K
|
1.76K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7+ 1.22% |
$3.03K - $3.42K
|
580
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6+ 0.43% |
$2.6K - $2.93K
|
1.4K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 4.26% |
$2.6K - $2.93K
|
147
$55.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.91% |
$2.6K - $2.93K
|
665
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6+ 0.29% |
$2.6K - $2.93K
|
2.09K
$792K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.55% |
$2.6K - $2.93K
|
1.1K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6New |
$2.6K - $2.93K
|
6
$2.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.19% |
$2.6K - $2.93K
|
3.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
6+ 0.11% |
$2.6K - $2.93K
|
5.28K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.32% |
$2.17K - $2.44K
|
1.56K
$589K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.18% |
$2.17K - $2.44K
|
2.8K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.19% |
$2.17K - $2.44K
|
2.68K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.31% |
$2.17K - $2.44K
|
1.64K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5+ 0.05% |
$2.17K - $2.44K
|
10.2K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5+ 0.27% |
$2.17K - $2.44K
|
1.84K
$698K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 1.03% |
$2.17K - $2.44K
|
491
$186K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.51% |
$1.73K - $1.95K
|
796
$301K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
4+ 0.17% |
$1.73K - $1.95K
|
2.36K
$895K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 1.79% |
$1.73K - $1.95K
|
228
$86.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 6.06% |
$1.73K - $1.95K
|
70
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4+ 0.8% |
$1.73K - $1.95K
|
504
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.57% |
$1.73K - $1.95K
|
702
$266K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.76% |
$1.73K - $1.95K
|
531
$201K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$1.3K - $1.46K
|
1.34K
$508K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$1.3K - $1.46K
|
1.76K
$665K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 21.43% |
$1.3K - $1.46K
|
17
$6.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.53% |
$1.3K - $1.46K
|
565
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3+ 0.55% |
$1.3K - $1.46K
|
544
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.06% |
$867 - $976
|
99
$37.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$867 - $976
|
948
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
2+ 0.41% |
$867 - $976
|
491
$186K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 100.0% |
$867 - $976
|
4
$1.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.54% |
$867 - $976
|
372
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 0.92% |
$867 - $976
|
220
$83.3K
|