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 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-42- 3.61% |
$18.2K - $20.5K
|
1.12K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-42- 2.66% |
$18.2K - $20.5K
|
1.54K
$582K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-43- 3.89% |
$18.6K - $21K
|
1.06K
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-43- 7.61% |
$18.6K - $21K
|
522
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-43- 0.21% |
$18.6K - $21K
|
20.1K
$7.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-44- 1.13% |
$19.1K - $21.5K
|
3.86K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-45- 0.51% |
$19.5K - $22K
|
8.84K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-46- 5.01% |
$19.9K - $22.5K
|
873
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47- 0.17% |
$20.4K - $22.9K
|
26.9K
$10.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-48- 8.33% |
$20.8K - $23.4K
|
528
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-48- 7.52% |
$20.8K - $23.4K
|
590
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-48- 0.74% |
$20.8K - $23.4K
|
6.42K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-48- 2.59% |
$20.8K - $23.4K
|
1.81K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-49- 1.12% |
$21.2K - $23.9K
|
4.31K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 16.67% |
$21.7K - $24.4K
|
250
$94.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-51- 7.21% |
$22.1K - $24.9K
|
656
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-51- 6.58% |
$22.1K - $24.9K
|
724
$274K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-51- 2.44% |
$22.1K - $24.9K
|
2.04K
$772K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 9.83% |
$23K - $25.9K
|
486
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-54- 0.33% |
$23.4K - $26.4K
|
16.5K
$6.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-55- 4.36% |
$23.8K - $26.8K
|
1.21K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-57- 3.76% |
$24.7K - $27.8K
|
1.46K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-58- 2.87% |
$25.1K - $28.3K
|
1.96K
$743K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-59- 3.72% |
$25.6K - $28.8K
|
1.53K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-59- 0.28% |
$25.6K - $28.8K
|
21.4K
$8.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-60- 1.66% |
$26K - $29.3K
|
3.55K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-60- 9.98% |
$26K - $29.3K
|
541
$205K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-60- 23.53% |
$26K - $29.3K
|
195
$73.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-60- 10.14% |
$26K - $29.3K
|
532
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-60- 5.46% |
$26K - $29.3K
|
1.04K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-60- 5.45% |
$26K - $29.3K
|
1.04K
$394K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-60- 5.45% |
$26K - $29.3K
|
1.04K
$394K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-61- 0.51% |
$26.4K - $29.8K
|
11.9K
$4.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-61- 3.58% |
$26.4K - $29.8K
|
1.64K
$622K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-61- 5.2% |
$26.4K - $29.8K
|
1.11K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-62- 1.51% |
$26.9K - $30.3K
|
4.03K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-63- 7.37% |
$27.3K - $30.7K
|
792
$300K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-65- 8.42% |
$28.2K - $31.7K
|
707
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-65- 6.11% |
$28.2K - $31.7K
|
998
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-67- 2.85% |
$29K - $32.7K
|
2.28K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-67- 11.38% |
$29K - $32.7K
|
522
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-69- 4.91% |
$29.9K - $33.7K
|
1.34K
$506K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-70- 11.44% |
$30.3K - $34.2K
|
542
$205K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-70- 14.0% |
$30.3K - $34.2K
|
430
$163K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-70- 1.86% |
$30.3K - $34.2K
|
3.7K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-72- 5.12% |
$31.2K - $35.1K
|
1.33K
$505K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-73- 0.07% |
$31.6K - $35.6K
|
99.7K
$37.7M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-73- 3.18% |
$31.6K - $35.6K
|
2.22K
$841K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-75- 10.89% |
$32.5K - $36.6K
|
614
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-75- 10.74% |
$32.5K - $36.6K
|
623
$236K
|