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 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
684+ 114.0% |
$297K - $334K
|
1.28K
$505K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
677+ 1.8% |
$293K - $330K
|
38.3K
$15M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
671New |
$291K - $327K
|
671
$264K
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
665+ 28.95% |
$288K - $325K
|
2.96K
$1.16M
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
656New |
$284K - $320K
|
656
$258K
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
654New |
$284K - $319K
|
654
$257K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
650+ 12.95% |
$282K - $317K
|
5.67K
$2.23M
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
637New |
$276K - $311K
|
637
$250K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
631New |
$274K - $308K
|
631
$248K
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
627New |
$272K - $306K
|
627
$246K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
625New |
$271K - $305K
|
625
$246K
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
621New |
$269K - $303K
|
621
$244K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
607+ 14.51% |
$263K - $296K
|
4.79K
$1.88M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
595New |
$258K - $290K
|
595
$234K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
593New |
$257K - $289K
|
593
$233K
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
587+ 1.47% |
$254K - $286K
|
40.6K
$15.9M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
586New |
$254K - $286K
|
586
$230K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
581New |
$252K - $284K
|
581
$228K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
580New |
$251K - $283K
|
580
$228K
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
577New |
$250K - $282K
|
577
$227K
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
571New |
$248K - $279K
|
571
$224K
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
569+ 33.33% |
$247K - $278K
|
2.28K
$895K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
568New |
$246K - $277K
|
568
$223K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
566+ 12.75% |
$245K - $276K
|
5K
$1.97M
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
556New |
$241K - $271K
|
556
$219K
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
551New |
$239K - $269K
|
551
$217K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
551New |
$239K - $269K
|
551
$217K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
551New |
$239K - $269K
|
551
$217K
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
550New |
$238K - $268K
|
550
$216K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
547+ 49.73% |
$237K - $267K
|
1.65K
$647K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
545New |
$236K - $266K
|
545
$214K
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
537New |
$233K - $262K
|
537
$211K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
536+ 43.54% |
$232K - $262K
|
1.77K
$695K
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
535New |
$232K - $261K
|
535
$210K
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
533New |
$231K - $260K
|
533
$209K
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
533New |
$231K - $260K
|
533
$209K
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
528New |
$229K - $258K
|
528
$208K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
520New |
$225K - $254K
|
520
$204K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
520+ 34.35% |
$225K - $254K
|
2.03K
$799K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
510+ 12.51% |
$221K - $249K
|
4.59K
$1.8M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
507+ 2.7% |
$220K - $247K
|
19.3K
$7.57M
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
507+ 11.72% |
$220K - $247K
|
4.83K
$1.9M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
501New |
$217K - $245K
|
501
$197K
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 23.5% |
$217K - $244K
|
2.63K
$1.03M
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
500+ 103.09% |
$217K - $244K
|
985
$387K
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
500+ 26.32% |
$217K - $244K
|
2.4K
$943K
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
500New |
$217K - $244K
|
500
$197K
|
|
Feb 12, 2024
Q4 2023
|
High Ground Investment Management LLP
London, X0 |
BUY
|
- |
500+ 0.8% |
$217K - $244K
|
63.4K
$24.9M
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
500+ 27.03% |
$217K - $244K
|
2.35K
$924K
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
499New |
$216K - $244K
|
499
$196K
|