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
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-801- 16.02% |
$347K - $391K
|
4.2K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-803- 1.2% |
$348K - $392K
|
66.3K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-803- 5.95% |
$348K - $392K
|
12.7K
$4.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-822- 12.61% |
$356K - $401K
|
5.7K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-824- 15.66% |
$357K - $402K
|
4.44K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-829- 32.95% |
$359K - $405K
|
1.69K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-846- 5.73% |
$367K - $413K
|
13.9K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-852- 13.36% |
$369K - $416K
|
5.52K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-889- 65.08% |
$385K - $434K
|
477
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-900- 6.37% |
$390K - $439K
|
13.2K
$4.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-926- 33.19% |
$401K - $452K
|
1.86K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-933- 1.62% |
$404K - $455K
|
56.8K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-951- 38.35% |
$412K - $464K
|
1.53K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-979- 10.47% |
$424K - $478K
|
8.37K
$2.91M
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-987- 4.73% |
$428K - $482K
|
19.9K
$6.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.01K- 0.76% |
$437K - $491K
|
132K
$45.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.04K- 13.69% |
$453K - $510K
|
6.58K
$2.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-1.06K- 21.22% |
$458K - $516K
|
3.93K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 5.11% |
$467K - $526K
|
20K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.1K- 56.31% |
$476K - $536K
|
852
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.12K- 1.29% |
$483K - $544K
|
85.5K
$29.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 0.45% |
$484K - $545K
|
249K
$86.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.12K- 1.31% |
$486K - $547K
|
84.2K
$29.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.13K- 12.78% |
$489K - $551K
|
7.7K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.17K- 48.67% |
$508K - $572K
|
1.24K
$430K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 1.34% |
$524K - $590K
|
88.7K
$30.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.22K- 3.39% |
$531K - $597K
|
34.9K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.25K- 2.1% |
$542K - $610K
|
58.4K
$20.3M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.25K- 61.64% |
$543K - $611K
|
779
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.29K- 95.7% |
$560K - $631K
|
58
$20.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.3KClosed |
$562K - $633K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.3K- 6.0% |
$565K - $636K
|
20.4K
$7.11M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.31K- 18.14% |
$568K - $639K
|
5.91K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.33K- 1.58% |
$575K - $648K
|
82.7K
$28.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.34K- 1.03% |
$579K - $652K
|
128K
$44.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.36K- 1.66% |
$589K - $663K
|
80.4K
$28M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.36K- 12.67% |
$590K - $665K
|
9.39K
$3.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-1.43K- 9.24% |
$618K - $696K
|
14K
$4.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.44K- 5.19% |
$623K - $701K
|
26.3K
$9.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.5K- 2.82% |
$650K - $732K
|
51.8K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.51K- 41.2% |
$655K - $737K
|
2.16K
$750K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.53K- 4.64% |
$665K - $748K
|
31.5K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.56K- 49.68% |
$676K - $761K
|
1.58K
$550K
|
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.56K- 0.4% |
$677K - $762K
|
386K
$134M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.61K- 45.32% |
$697K - $784K
|
1.94K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.62K- 22.71% |
$701K - $789K
|
5.5K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.63K- 4.79% |
$707K - $796K
|
32.4K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-1.63K- 3.18% |
$708K - $797K
|
49.8K
$17.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 53.96% |
$735K - $827K
|
1.45K
$503K
|
|
|
May 08, 2025
Q4 2023
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-1.75K- 12.73% |
$759K - $854K
|
12K
$4.17M
|