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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
58New |
$25.1K - $28.3K
|
58
$23.3K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
227+ 41.8% |
$98.4K - $111K
|
770
$309K
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
533New |
$231K - $260K
|
533
$214K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
454New |
$197K - $222K
|
454
$182K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3- 15.79% |
$1.3K - $1.46K
|
16
$6.42K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
10KNew |
$4.34M - $4.88M
|
10K
$4.01M
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-201- 9.54% |
$87.1K - $98.1K
|
1.91K
$764K
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
442New |
$192K - $216K
|
442
$177K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
593New |
$257K - $289K
|
593
$238K
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-39- 5.67% |
$16.9K - $19K
|
649
$260K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-130- 18.47% |
$56.4K - $63.4K
|
574
$230K
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-300- 18.75% |
$130K - $146K
|
1.3K
$521K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 40.35% |
$9.97K - $11.2K
|
80
$32.1K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-70- 11.44% |
$30.3K - $34.2K
|
542
$217K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
789New |
$342K - $385K
|
789
$316K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$8.24K - $9.27K
|
19
$7.62K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-24- 7.34% |
$10.4K - $11.7K
|
303
$121K
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
442New |
$192K - $216K
|
442
$177K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-83- 14.43% |
$36K - $40.5K
|
492
$197K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
99+ 2.86% |
$42.9K - $48.3K
|
3.57K
$1.43M
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.59MNew |
$1.07B - $1.23B
|
2.59M
$1.04B
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.29KNew |
$1.78M - $2.04M
|
4.29K
$1.72M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$4.14K - $4.76K
|
10
$4.01K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$4.97K - $5.71K
|
12
$4.81K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-70- 1.3% |
$29K - $33.3K
|
5.32K
$2.13M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
11New |
$4.56K - $5.24K
|
11
$4.41K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$2K
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5+ 0.89% |
$2.07K - $2.38K
|
565
$227K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6New |
$2.48K - $2.86K
|
6
$2.41K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
105New |
$43.5K - $50K
|
105
$42.1K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
174+ 1.04% |
$72.1K - $82.8K
|
16.8K
$6.75M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6New |
$2.48K - $2.86K
|
6
$2.41K
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-11.9K- 37.32% |
$4.92M - $5.66M
|
20K
$8M
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
2.88KNew |
$1.19M - $1.37M
|
2.88K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
284+ 9.2% |
$118K - $135K
|
3.37K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
2.25K+ 1.84% |
$933K - $1.07M
|
125K
$49.9M
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
568New |
$235K - $270K
|
568
$228K
|
|
Nov 14, 2023
Q3 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.63K+ 160.86% |
$2.33M - $2.68M
|
9.13K
$3.66M
|
|
Nov 14, 2023
Q3 2023
|
Brahman Capital Corp.
New York, NY |
BUY
|
- |
23.8KNew |
$9.85M - $11.3M
|
23.8K
$9.54M
|
|
Nov 14, 2023
Q3 2023
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
381KNew |
$158M - $181M
|
381K
$153M
|
|
Nov 14, 2023
Q3 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
80+ 2.23% |
$33.1K - $38.1K
|
3.67K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Point Capital, LP
Charlottesville, VA |
BUY
|
- |
25KNew |
$10.4M - $11.9M
|
25K
$10M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-726- 3.35% |
$301K - $346K
|
20.9K
$8.39M
|
|
Nov 14, 2023
Q3 2023
|
Kinetic Partners Management, LP
Miami, FL |
BUY
|
- |
10.5K+ 10.03% |
$4.35M - $5M
|
115K
$46.2M
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
1.43KNew |
$592K - $680K
|
1.43K
$573K
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-323- 5.65% |
$134K - $154K
|
5.39K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
8.5KNew |
$3.52M - $4.05M
|
8.5K
$3.41M
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.25KNew |
$516K - $593K
|
1.25K
$499K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-59- 33.71% |
$24.4K - $28.1K
|
116
$46.5K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
100KNew |
$41.5M - $47.7M
|
100K
$40.2M
|