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 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-244- 0.53% |
$106K - $119K
|
46.1K
$17.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-247- 0.16% |
$107K - $121K
|
150K
$56.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-255- 31.76% |
$111K - $124K
|
548
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-265- 28.93% |
$115K - $129K
|
651
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-265- 2.9% |
$115K - $129K
|
8.88K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-270- 31.88% |
$117K - $132K
|
577
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-272- 2.13% |
$118K - $133K
|
12.5K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-272- 2.23% |
$118K - $133K
|
12K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-288- 38.55% |
$125K - $141K
|
459
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-290- 4.21% |
$126K - $142K
|
6.6K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-292- 43.26% |
$127K - $143K
|
383
$145K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-300- 18.75% |
$130K - $146K
|
1.3K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-301- 14.32% |
$130K - $147K
|
1.8K
$682K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-301- 23.81% |
$130K - $147K
|
963
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-305- 0.28% |
$132K - $149K
|
107K
$40.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-311- 5.57% |
$135K - $152K
|
5.28K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-317- 21.94% |
$137K - $155K
|
1.13K
$427K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-326- 1.7% |
$141K - $159K
|
18.8K
$7.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-328- 2.03% |
$142K - $160K
|
15.8K
$5.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-333- 20.66% |
$144K - $163K
|
1.28K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-338- 2.24% |
$147K - $165K
|
14.7K
$5.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-340- 4.41% |
$147K - $166K
|
7.37K
$2.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-343- 4.7% |
$149K - $167K
|
6.96K
$2.63M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-344- 9.71% |
$149K - $168K
|
3.2K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-365- 0.2% |
$158K - $178K
|
185K
$70M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-370- 11.4% |
$160K - $181K
|
2.88K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-376- 4.42% |
$163K - $184K
|
8.14K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
SELL
|
- |
-380- 31.67% |
$165K - $185K
|
820
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 25.92% |
$165K - $185K
|
1.09K
$411K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-383- 36.44% |
$166K - $187K
|
668
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-385- 49.11% |
$167K - $188K
|
399
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-386- 16.54% |
$167K - $188K
|
1.95K
$737K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-399- 7.62% |
$173K - $195K
|
4.83K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.74% |
$173K - $195K
|
14.2K
$5.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-400- 0.46% |
$173K - $195K
|
86.3K
$32.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-406- 1.36% |
$176K - $198K
|
29.5K
$11.2M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-420- 11.8% |
$182K - $205K
|
3.14K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-421- 17.22% |
$183K - $205K
|
2.02K
$766K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-422- 24.93% |
$183K - $206K
|
1.27K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-422- 6.98% |
$183K - $206K
|
5.63K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-426- 16.67% |
$185K - $208K
|
2.13K
$806K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-427- 2.26% |
$185K - $208K
|
18.4K
$6.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-428- 2.22% |
$186K - $209K
|
18.8K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-434- 6.83% |
$188K - $212K
|
5.92K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-436- 11.21% |
$189K - $213K
|
3.46K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-454- 1.2% |
$197K - $222K
|
37.3K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-461- 41.16% |
$200K - $225K
|
659
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-466- 9.89% |
$202K - $227K
|
4.25K
$1.61M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-475- 52.78% |
$206K - $232K
|
425
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-480- 10.7% |
$208K - $234K
|
4.01K
$1.52M
|