Latest Institutional Transactions on Elevance Health, Inc. (ELV)
This table provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-57- 3.76% |
$24.7K - $27.8K
|
1.46K
$584K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
188+ 2.91% |
$81.5K - $91.8K
|
6.66K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
450New |
$195K - $220K
|
450
$180K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-292- 43.26% |
$127K - $143K
|
383
$154K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
949New |
$411K - $463K
|
949
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-422- 24.93% |
$183K - $206K
|
1.27K
$510K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.38KNew |
$598K - $673K
|
1.38K
$553K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-120- 4.0% |
$52K - $58.6K
|
2.88K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
131+ 18.74% |
$56.8K - $63.9K
|
830
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
231New |
$100K - $113K
|
231
$92.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
51+ 0.37% |
$22.1K - $24.9K
|
13.9K
$5.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
293New |
$127K - $143K
|
293
$117K
|
|
|
Feb 05, 2024
Q4 2023
|
C World Wide Group Holding A
|
SELL
|
- |
-656- 0.93% |
$284K - $320K
|
70.1K
$28.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-5.97K- 85.09% |
$2.59M - $2.91M
|
1.05K
$419K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
390+ 27.5% |
$169K - $190K
|
1.81K
$725K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.89K- 62.07% |
$1.25M - $1.41M
|
1.76K
$707K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
595New |
$258K - $290K
|
595
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
7+ 1.21% |
$3.03K - $3.42K
|
586
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-600- 13.04% |
$260K - $293K
|
4K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$5.21K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.07KNew |
$465K - $524K
|
1.07K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-160- 5.57% |
$69.4K - $78.1K
|
2.71K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
85+ 36.64% |
$36.8K - $41.5K
|
317
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
78+ 10.86% |
$33.8K - $38.1K
|
796
$319K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
428New |
$186K - $209K
|
428
$172K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 6.25% |
$434 - $488
|
17
$6.82K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50New |
$21.7K - $24.4K
|
50
$20K
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
16+ 2.28% |
$6.94K - $7.81K
|
718
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-301- 23.81% |
$130K - $147K
|
963
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
463New |
$201K - $226K
|
463
$186K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7New |
$3.03K - $3.42K
|
7
$2.81K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
79+ 15.28% |
$34.2K - $38.6K
|
596
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
44+ 1.13% |
$19.1K - $21.5K
|
3.92K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-9- 52.94% |
$3.9K - $4.39K
|
8
$3.21K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
445New |
$193K - $217K
|
445
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
459New |
$199K - $224K
|
459
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-9- 1.28% |
$3.9K - $4.39K
|
695
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.24KNew |
$971K - $1.09M
|
2.24K
$898K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
551New |
$239K - $269K
|
551
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
42+ 10.88% |
$18.2K - $20.5K
|
428
$172K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
435New |
$189K - $212K
|
435
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$4.34K - $4.88K
|
10
$4.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-1.43K- 9.24% |
$618K - $696K
|
14K
$5.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258+ 6.15% |
$112K - $126K
|
4.45K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.35% |
$434 - $488
|
75
$30.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
119New |
$51.6K - $58.1K
|
119
$47.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-70- 1.86% |
$30.3K - $34.2K
|
3.7K
$1.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
866New |
$375K - $423K
|
866
$347K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-150- 96.77% |
$65K - $73.2K
|
5
$2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-11- 2.0% |
$4.77K - $5.37K
|
540
$217K
|