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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4- 0.87% |
$1.73K - $1.95K
|
456
$159K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-4- 0.19% |
$1.73K - $1.95K
|
2.1K
$729K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.83% |
$2.17K - $2.44K
|
601
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$2.17K - $2.44K
|
7.24K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5- 0.66% |
$2.17K - $2.44K
|
758
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.89% |
$2.17K - $2.44K
|
557
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5- 0.23% |
$2.17K - $2.44K
|
2.12K
$739K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6- 0.27% |
$2.6K - $2.93K
|
2.21K
$768K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6- 0.51% |
$2.6K - $2.93K
|
1.17K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.45% |
$2.6K - $2.93K
|
1.34K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6- 0.84% |
$2.6K - $2.93K
|
711
$247K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.57% |
$2.6K - $2.93K
|
1.05K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 0.83% |
$2.6K - $2.93K
|
716
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6- 13.33% |
$2.6K - $2.93K
|
39
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6- 0.76% |
$2.6K - $2.93K
|
787
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-7- 7.61% |
$3.03K - $3.42K
|
85
$29.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 2.29% |
$3.03K - $3.42K
|
299
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-7- 6.8% |
$3.03K - $3.42K
|
96
$33.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-8- 0.84% |
$3.47K - $3.9K
|
941
$327K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 3.11% |
$3.47K - $3.9K
|
249
$86.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 80.0% |
$3.47K - $3.9K
|
2
$696
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9- 0.97% |
$3.9K - $4.39K
|
917
$319K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.38% |
$3.9K - $4.39K
|
2.38K
$828K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-9- 52.94% |
$3.9K - $4.39K
|
8
$2.78K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-9- 1.28% |
$3.9K - $4.39K
|
695
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-9- 1.01% |
$3.9K - $4.39K
|
885
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9- 0.39% |
$3.9K - $4.39K
|
2.29K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-9- 90.0% |
$3.9K - $4.39K
|
1
$348
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.2% |
$4.34K - $4.88K
|
4.92K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-10- 0.57% |
$4.34K - $4.88K
|
1.75K
$607K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 2.07% |
$4.34K - $4.88K
|
473
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-10- 1.89% |
$4.34K - $4.88K
|
519
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-10- 0.74% |
$4.34K - $4.88K
|
1.33K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10- 2.17% |
$4.34K - $4.88K
|
450
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-10- 19.61% |
$4.34K - $4.88K
|
41
$14.3K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-10- 1.31% |
$4.34K - $4.88K
|
755
$263K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10- 1.1% |
$4.34K - $4.88K
|
899
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 7.33% |
$4.77K - $5.37K
|
139
$48.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-11- 2.0% |
$4.77K - $5.37K
|
540
$188K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-11- 2.96% |
$4.77K - $5.37K
|
360
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$5.2K - $5.86K
|
17.8K
$6.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-13- 2.23% |
$5.64K - $6.34K
|
570
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-13- 1.22% |
$5.64K - $6.34K
|
1.05K
$366K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-14- 70.0% |
$6.07K - $6.83K
|
6
$2.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14- 0.84% |
$6.07K - $6.83K
|
1.65K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-15- 0.83% |
$6.5K - $7.32K
|
1.79K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-15- 1.3% |
$6.5K - $7.32K
|
1.14K
$396K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-16- 0.63% |
$6.94K - $7.81K
|
2.52K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-16- 0.31% |
$6.94K - $7.81K
|
5.22K
$1.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-17- 2.66% |
$7.37K - $8.3K
|
623
$217K
|