Purchases and Sales Made in Q4 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q4 2024. 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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 0.87% |
$2.2K - $3.09K
|
684
$268K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-6- 0.6% |
$2.2K - $3.09K
|
1K
$391K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 3.95% |
$2.2K - $3.09K
|
146
$57.1K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-7- 1.16% |
$2.56K - $3.6K
|
595
$233K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-7- 11.86% |
$2.56K - $3.6K
|
52
$20.4K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 7.14% |
$2.56K - $3.6K
|
91
$35.6K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 3.7% |
$2.56K - $3.6K
|
182
$71.2K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 14.58% |
$2.56K - $3.6K
|
41
$16K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-8- 1.31% |
$2.93K - $4.12K
|
601
$235K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8- 0.57% |
$2.93K - $4.12K
|
1.4K
$546K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9- 0.49% |
$3.29K - $4.63K
|
1.81K
$710K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9- 0.27% |
$3.29K - $4.63K
|
3.34K
$1.31M
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.25% |
$3.66K - $5.15K
|
4.01K
$1.57M
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.2% |
$3.66K - $5.15K
|
4.91K
$1.92M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 3.3% |
$4.03K - $5.66K
|
322
$126K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 35.48% |
$4.03K - $5.66K
|
20
$7.83K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-12- 0.84% |
$4.39K - $6.18K
|
1.41K
$553K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12- 0.97% |
$4.39K - $6.18K
|
1.23K
$481K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 1.57% |
$4.39K - $6.18K
|
753
$295K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 37.14% |
$4.76K - $6.69K
|
22
$8.61K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 71.43% |
$5.49K - $7.72K
|
6
$2.35K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 50.0% |
$5.49K - $7.72K
|
15
$5.87K
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-15- 0.56% |
$5.49K - $7.72K
|
2.66K
$1.04M
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-16- 0.12% |
$5.86K - $8.23K
|
13.6K
$5.31M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 88.89% |
$5.86K - $8.23K
|
2
$783
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 21.05% |
$5.86K - $8.23K
|
60
$23.5K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16- 10.6% |
$5.86K - $8.23K
|
135
$52.8K
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16- 1.55% |
$5.86K - $8.23K
|
1.01K
$397K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17- 0.7% |
$6.22K - $8.75K
|
2.41K
$943K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 6.56% |
$6.22K - $8.75K
|
242
$94.7K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-18- 0.23% |
$6.59K - $9.26K
|
7.66K
$3M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-19- 86.36% |
$6.95K - $9.78K
|
3
$1.17K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-20- 1.23% |
$7.32K - $10.3K
|
1.61K
$629K
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 1.2% |
$7.32K - $10.3K
|
1.65K
$644K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 23.26% |
$7.32K - $10.3K
|
66
$25.8K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 1.42% |
$7.69K - $10.8K
|
1.45K
$569K
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-22- 0.94% |
$8.05K - $11.3K
|
2.31K
$903K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-22- 2.92% |
$8.05K - $11.3K
|
731
$286K
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-24- 20.87% |
$8.78K - $12.4K
|
91
$35.6K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-24- 88.89% |
$8.78K - $12.4K
|
3
$1.17K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-24- 3.29% |
$8.78K - $12.4K
|
706
$276K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 14.29% |
$9.15K - $12.9K
|
150
$58.7K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25- 1.27% |
$9.15K - $12.9K
|
1.95K
$761K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-26- 1.34% |
$9.51K - $13.4K
|
1.91K
$748K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-28- 4.5% |
$10.2K - $14.4K
|
594
$233K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-29- 7.53% |
$10.6K - $14.9K
|
356
$139K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30- 2.99% |
$11K - $15.4K
|
972
$380K
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-30- 3.39% |
$11K - $15.4K
|
856
$335K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-31- 1.3% |
$11.3K - $16K
|
2.36K
$923K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-31- 3.21% |
$11.3K - $16K
|
936
$366K
|