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 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-487- 0.98% |
$211K - $238K
|
49.4K
$18.7M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-487- 72.26% |
$211K - $238K
|
187
$70.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-496- 5.63% |
$215K - $242K
|
8.31K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-498- 8.99% |
$216K - $243K
|
5.04K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-500- 5.79% |
$217K - $244K
|
8.14K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-500- 15.18% |
$217K - $244K
|
2.79K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-505- 10.1% |
$219K - $246K
|
4.49K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-510- 42.86% |
$221K - $249K
|
680
$257K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-527- 10.54% |
$228K - $257K
|
4.47K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-530- 28.93% |
$230K - $259K
|
1.3K
$493K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-539- 5.9% |
$234K - $263K
|
8.59K
$3.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-550- 9.92% |
$238K - $268K
|
5K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-553- 12.6% |
$240K - $270K
|
3.84K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-561- 8.85% |
$243K - $274K
|
5.78K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-568- 2.88% |
$246K - $277K
|
19.1K
$7.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-586- 7.59% |
$254K - $286K
|
7.14K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-595- 1.11% |
$258K - $290K
|
53K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-605- 28.73% |
$262K - $295K
|
1.5K
$568K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-614Closed |
$266K - $300K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-621- 15.31% |
$269K - $303K
|
3.44K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-625- 46.16% |
$271K - $305K
|
729
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-637- 42.3% |
$276K - $311K
|
869
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-639- 1.15% |
$277K - $312K
|
54.8K
$20.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Triodos Investment Management Bv
|
SELL
|
- |
-650- 0.62% |
$282K - $317K
|
103K
$39.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-654- 40.85% |
$284K - $319K
|
947
$358K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-655- 50.04% |
$284K - $320K
|
654
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
C World Wide Group Holding A
|
SELL
|
- |
-656- 0.93% |
$284K - $320K
|
70.1K
$26.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-657- 90.12% |
$285K - $321K
|
72
$27.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-677- 2.75% |
$293K - $330K
|
23.9K
$9.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-687- 39.35% |
$298K - $335K
|
1.06K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-689- 30.9% |
$299K - $336K
|
1.54K
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-703- 21.0% |
$305K - $343K
|
2.65K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-721- 6.25% |
$313K - $352K
|
10.8K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-722- 1.69% |
$313K - $352K
|
41.9K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-733- 20.77% |
$318K - $358K
|
2.8K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-774- 14.47% |
$336K - $378K
|
4.58K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-781- 6.51% |
$339K - $381K
|
11.2K
$4.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-782- 4.89% |
$339K - $382K
|
15.2K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-793- 10.68% |
$344K - $387K
|
6.63K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-798- 3.27% |
$346K - $389K
|
23.6K
$8.94M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-800- 3.04% |
$347K - $390K
|
25.5K
$9.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-800- 34.78% |
$347K - $390K
|
1.5K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-801- 5.75% |
$347K - $391K
|
13.1K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-801- 16.02% |
$347K - $391K
|
4.2K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-803- 1.2% |
$348K - $392K
|
66.3K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-803- 5.95% |
$348K - $392K
|
12.7K
$4.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-822- 12.61% |
$356K - $401K
|
5.7K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-824- 15.66% |
$357K - $402K
|
4.44K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-829- 32.95% |
$359K - $405K
|
1.69K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-846- 5.73% |
$367K - $413K
|
13.9K
$5.27M
|