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 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-18- 0.08% |
$7.8K - $8.79K
|
22.8K
$8.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-18- 0.37% |
$7.8K - $8.79K
|
4.82K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-18- 1.93% |
$7.8K - $8.79K
|
916
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19- 3.82% |
$8.24K - $9.27K
|
479
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 4.21% |
$8.24K - $9.27K
|
432
$163K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-20- 2.55% |
$8.67K - $9.76K
|
765
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-20- 2.86% |
$8.67K - $9.76K
|
679
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 30.43% |
$9.1K - $10.2K
|
48
$18.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-21- 0.25% |
$9.1K - $10.2K
|
8.37K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-21- 0.94% |
$9.1K - $10.2K
|
2.22K
$839K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-21- 0.62% |
$9.1K - $10.2K
|
3.34K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 18.58% |
$9.1K - $10.2K
|
92
$34.8K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-22- 84.62% |
$9.54K - $10.7K
|
4
$1.51K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-23- 1.49% |
$9.97K - $11.2K
|
1.52K
$575K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 21.3% |
$9.97K - $11.2K
|
85
$32.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-24- 7.34% |
$10.4K - $11.7K
|
303
$115K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-25- 1.57% |
$10.8K - $12.2K
|
1.57K
$593K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-25- 1.75% |
$10.8K - $12.2K
|
1.4K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 22.94% |
$10.8K - $12.2K
|
84
$31.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-25- 5.51% |
$10.8K - $12.2K
|
429
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-25- 2.88% |
$10.8K - $12.2K
|
842
$319K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-25- 1.91% |
$10.8K - $12.2K
|
1.28K
$486K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-26- 1.49% |
$11.3K - $12.7K
|
1.72K
$650K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 6.6% |
$11.3K - $12.7K
|
368
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26- 3.62% |
$11.3K - $12.7K
|
693
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-26- 4.54% |
$11.3K - $12.7K
|
547
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-27- 0.37% |
$11.7K - $13.2K
|
7.19K
$2.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-28- 0.07% |
$12.1K - $13.7K
|
41.2K
$15.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-29- 4.44% |
$12.6K - $14.2K
|
624
$236K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 7.92% |
$13K - $14.6K
|
349
$132K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-32- 0.8% |
$13.9K - $15.6K
|
3.95K
$1.49M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-34- 2.37% |
$14.7K - $16.6K
|
1.4K
$531K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-34- 5.54% |
$14.7K - $16.6K
|
580
$220K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-34- 5.49% |
$14.7K - $16.6K
|
585
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-34- 1.99% |
$14.7K - $16.6K
|
1.68K
$634K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-34- 4.97% |
$14.7K - $16.6K
|
650
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-35- 2.38% |
$15.2K - $17.1K
|
1.44K
$544K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-35- 7.34% |
$15.2K - $17.1K
|
442
$167K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-35- 1.81% |
$15.2K - $17.1K
|
1.9K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-35- 24.82% |
$15.2K - $17.1K
|
106
$40.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-35- 5.22% |
$15.2K - $17.1K
|
636
$241K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37- 3.75% |
$16K - $18.1K
|
950
$360K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-37- 1.91% |
$16K - $18.1K
|
1.9K
$718K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-39- 5.67% |
$16.9K - $19K
|
649
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-39- 0.89% |
$16.9K - $19K
|
4.36K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-39- 7.4% |
$16.9K - $19K
|
488
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-40- 3.45% |
$17.3K - $19.5K
|
1.12K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 4.21% |
$17.3K - $19.5K
|
911
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-40- 1.14% |
$17.3K - $19.5K
|
3.46K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-41- 1.74% |
$17.8K - $20K
|
2.32K
$877K
|