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 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.82K+ 0.62% |
$1.22M - $1.37M
|
459K
$189M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$1.19M - $1.34M
|
2.75K
$1.13M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68K+ 31.26% |
$1.16M - $1.31M
|
11.2K
$4.62M
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.68K+ 6.29% |
$1.16M - $1.31M
|
45.2K
$18.6M
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.65KNew |
$1.15M - $1.29M
|
2.65K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 262.93% |
$1.13M - $1.27M
|
3.59K
$1.48M
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
2.57K+ 14.43% |
$1.11M - $1.26M
|
20.4K
$8.39M
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.49K+ 11.71% |
$1.08M - $1.22M
|
23.8K
$9.78M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49K+ 129.22% |
$1.08M - $1.22M
|
4.42K
$1.82M
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
2.48K+ 6.99% |
$1.07M - $1.21M
|
37.9K
$15.6M
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.4KNew |
$1.04M - $1.17M
|
2.4K
$988K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.4K+ 4.13% |
$1.04M - $1.17M
|
60.5K
$24.9M
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.39K+ 2.38% |
$1.04M - $1.17M
|
103K
$42.3M
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
2.37KNew |
$1.03M - $1.16M
|
2.37K
$976K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.24KNew |
$971K - $1.09M
|
2.24K
$921K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.22KNew |
$963K - $1.08M
|
2.22K
$913K
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.22K+ 33.06% |
$962K - $1.08M
|
8.94K
$3.67M
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.21K+ 32.5% |
$958K - $1.08M
|
9.01K
$3.7M
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.2K+ 13.09% |
$952K - $1.07M
|
19K
$7.8M
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.19K+ 12.52% |
$950K - $1.07M
|
19.7K
$8.1M
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.18KNew |
$944K - $1.06M
|
2.18K
$895K
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.16K+ 39.29% |
$936K - $1.05M
|
7.66K
$3.15M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.14K+ 0.55% |
$927K - $1.04M
|
389K
$160M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.08K+ 26.14% |
$902K - $1.02M
|
10K
$4.13M
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.07KNew |
$895K - $1.01M
|
2.07K
$849K
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.06KNew |
$892K - $1M
|
2.06K
$846K
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.04KNew |
$882K - $993K
|
2.04K
$837K
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.01KNew |
$871K - $981K
|
2.01K
$826K
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.98KNew |
$857K - $965K
|
1.98K
$813K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.97KNew |
$852K - $959K
|
1.97K
$808K
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.96K+ 0.85% |
$851K - $958K
|
233K
$95.6M
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.95K+ 4642.86% |
$845K - $952K
|
1.99K
$819K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.92KNew |
$831K - $936K
|
1.92K
$788K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.91K+ 58.23% |
$828K - $933K
|
5.19K
$2.14M
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.9KNew |
$825K - $928K
|
1.9K
$782K
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.88K+ 32.09% |
$813K - $916K
|
7.72K
$3.17M
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.87KNew |
$808K - $910K
|
1.87K
$767K
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.84K+ 0.22% |
$798K - $899K
|
831K
$342M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.83K+ 5.49% |
$794K - $894K
|
35.2K
$14.5M
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.81KNew |
$786K - $885K
|
1.81K
$745K
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.72KNew |
$743K - $837K
|
1.72K
$705K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.72KNew |
$743K - $837K
|
1.72K
$705K
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.72KNew |
$743K - $837K
|
1.72K
$705K
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
1.63K+ 6.94% |
$706K - $795K
|
25.1K
$10.3M
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.57KNew |
$682K - $768K
|
1.57K
$647K
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.56KNew |
$678K - $763K
|
1.56K
$643K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.56K+ 5.11% |
$675K - $759K
|
32K
$13.2M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.55KNew |
$674K - $758K
|
1.55K
$639K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.52KNew |
$657K - $740K
|
1.52K
$623K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.51KNew |
$655K - $737K
|
1.51K
$621K
|