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 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-134- 6.53% |
$58.1K - $65.4K
|
1.92K
$726K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-135- 4.97% |
$58.5K - $65.9K
|
2.58K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-136- 53.54% |
$59K - $66.4K
|
118
$44.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-137- 1.29% |
$59.4K - $66.9K
|
10.5K
$3.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-141- 4.37% |
$61.1K - $68.8K
|
3.09K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-142- 0.56% |
$61.6K - $69.3K
|
25.2K
$9.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-145- 1.34% |
$62.9K - $70.8K
|
10.7K
$4.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-146- 6.78% |
$63.3K - $71.3K
|
2.01K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-146- 66.06% |
$63.3K - $71.3K
|
75
$28.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-148- 0.17% |
$64.2K - $72.2K
|
85.9K
$32.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-149- 4.95% |
$64.6K - $72.7K
|
2.86K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-150- 96.77% |
$65K - $73.2K
|
5
$1.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 6.98% |
$65K - $73.2K
|
2K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 34.8% |
$65K - $73.2K
|
281
$106K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-153- 3.26% |
$66.3K - $74.7K
|
4.55K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-153- 4.45% |
$66.3K - $74.7K
|
3.28K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-154- 2.62% |
$66.8K - $75.2K
|
5.72K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-155- 3.69% |
$67.2K - $75.6K
|
4.04K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-157- 86.74% |
$68.1K - $76.6K
|
24
$9.08K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-158- 17.4% |
$68.5K - $77.1K
|
750
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-160- 5.57% |
$69.4K - $78.1K
|
2.71K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-163- 8.86% |
$70.7K - $79.6K
|
1.68K
$634K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-165- 19.21% |
$71.5K - $80.5K
|
694
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-168- 1.97% |
$72.8K - $82K
|
8.37K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-168- 7.04% |
$72.8K - $82K
|
2.22K
$839K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-172- 6.02% |
$74.6K - $83.9K
|
2.68K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-175- 4.61% |
$75.9K - $85.4K
|
3.62K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-179- 0.37% |
$77.6K - $87.4K
|
48.5K
$18.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-181- 0.66% |
$78.5K - $88.3K
|
27.3K
$10.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-185- 30.13% |
$80.2K - $90.3K
|
429
$162K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-185- 22.53% |
$80.2K - $90.3K
|
636
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-186- 1.91% |
$80.6K - $90.8K
|
9.56K
$3.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-188- 0.25% |
$81.5K - $91.8K
|
73.6K
$27.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-192- 0.59% |
$83.2K - $93.7K
|
32.1K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-195- 20.19% |
$84.5K - $95.2K
|
771
$292K
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-196- 18.44% |
$85K - $95.7K
|
867
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-200- 14.2% |
$86.7K - $97.6K
|
1.21K
$457K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 2.6% |
$86.7K - $97.6K
|
7.49K
$2.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-201- 9.54% |
$87.1K - $98.1K
|
1.91K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-208- 25.49% |
$90.2K - $102K
|
608
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-213- 0.99% |
$92.3K - $104K
|
21.2K
$8.03M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-213- 1.43% |
$92.3K - $104K
|
14.7K
$5.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-217- 50.94% |
$94.1K - $106K
|
209
$79.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-219- 19.55% |
$94.9K - $107K
|
901
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-226- 9.73% |
$98K - $110K
|
2.1K
$793K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-232- 49.68% |
$101K - $113K
|
235
$88.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-236- 9.61% |
$102K - $115K
|
2.22K
$841K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-236- 3.42% |
$102K - $115K
|
6.67K
$2.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-237- 10.38% |
$103K - $116K
|
2.05K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-242- 10.6% |
$105K - $118K
|
2.04K
$772K
|