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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.51KNew |
$655K - $737K
|
1.51K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Fore Capital, LLC
|
BUY
|
- |
1.5KNew |
$650K - $732K
|
1.5K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
1.5K+ 9.38% |
$650K - $732K
|
17.5K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.48KNew |
$639K - $720K
|
1.48K
$580K
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.47K+ 4.81% |
$637K - $717K
|
32K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.44KNew |
$623K - $701K
|
1.44K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.42KNew |
$616K - $693K
|
1.42K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.42K+ 8.29% |
$614K - $691K
|
18.5K
$7.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.4KNew |
$607K - $684K
|
1.4K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.4KNew |
$607K - $684K
|
1.4K
$551K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
1.4K+ 94.15% |
$607K - $683K
|
2.89K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.4K+ 99.64% |
$605K - $681K
|
2.8K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.38KNew |
$598K - $673K
|
1.38K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.37K+ 29.88% |
$595K - $670K
|
5.96K
$2.34M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.36KNew |
$590K - $665K
|
1.36K
$535K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.35K+ 6.35% |
$584K - $657K
|
22.5K
$8.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.34K+ 6.29% |
$582K - $655K
|
22.7K
$8.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.34K+ 5.98% |
$580K - $653K
|
23.7K
$9.32M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.34KNew |
$579K - $652K
|
1.34K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.32K+ 45.78% |
$574K - $646K
|
4.22K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.3K+ 22.97% |
$564K - $634K
|
6.96K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.29KNew |
$558K - $628K
|
1.29K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.27KNew |
$552K - $621K
|
1.27K
$500K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 629.7% |
$551K - $621K
|
1.47K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.26K+ 29.37% |
$548K - $616K
|
5.56K
$2.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.25KNew |
$543K - $612K
|
1.25K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.24KNew |
$538K - $606K
|
1.24K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 1.53% |
$531K - $598K
|
81.3K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.22K+ 12.28% |
$529K - $596K
|
11.2K
$4.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.22KNew |
$528K - $594K
|
1.22K
$479K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.21K+ 11.53% |
$525K - $591K
|
11.7K
$4.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.21K+ 62.75% |
$523K - $589K
|
3.13K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 35.82% |
$508K - $572K
|
4.44K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.15K+ 204.82% |
$497K - $560K
|
1.71K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 91.46% |
$497K - $559K
|
2.4K
$943K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.13K+ 2.72% |
$489K - $551K
|
42.7K
$16.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 59.42% |
$487K - $548K
|
3.01K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.11K+ 8.25% |
$482K - $543K
|
14.6K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.1K+ 2.49% |
$477K - $537K
|
45.3K
$17.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 11.73% |
$476K - $536K
|
10.5K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.1K+ 15.69% |
$476K - $536K
|
8.1K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.09KNew |
$472K - $531K
|
1.09K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.08K+ 152.32% |
$469K - $529K
|
1.79K
$705K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.08K+ 152.32% |
$469K - $529K
|
1.79K
$705K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.08KNew |
$468K - $527K
|
1.08K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.08K+ 26.99% |
$467K - $526K
|
5.07K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.07KNew |
$465K - $524K
|
1.07K
$422K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
$464K - $522K
|
1.07K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.07K+ 2.18% |
$463K - $521K
|
50.1K
$19.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.06KNew |
$461K - $519K
|
1.06K
$418K
|