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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1KNew |
$465K - $520K
|
1K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.75% |
$1.86K - $2.08K
|
528
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
73+ 1.42% |
$33.9K - $38K
|
5.2K
$2.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
393New |
$183K - $204K
|
393
$173K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
415New |
$193K - $216K
|
415
$182K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$2.32K - $2.6K
|
5
$2.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
424New |
$197K - $220K
|
424
$186K
|
|
|
Apr 25, 2024
Q1 2024
|
Health Invest Partners Ab
|
SELL
|
- |
-2.1K- 22.11% |
$976K - $1.09M
|
7.4K
$3.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-55- 4.55% |
$25.6K - $28.6K
|
1.15K
$507K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$92.9K - $104K
|
200
$87.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
482KNew |
$224M - $251M
|
482K
$212M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 7.45% |
$12.1K - $13.5K
|
375
$165K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-80- 13.86% |
$37.2K - $41.6K
|
497
$218K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-26- 20.0% |
$12.1K - $13.5K
|
104
$45.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 9.74% |
$8.83K - $9.88K
|
176
$77.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$1.39K - $1.56K
|
3.95K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
395New |
$184K - $205K
|
395
$174K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-464- 15.31% |
$216K - $241K
|
2.57K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$7.03K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
28+ 4.49% |
$13K - $14.6K
|
651
$286K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
8.94KNew |
$4.15M - $4.65M
|
8.94K
$3.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-165- 28.9% |
$76.7K - $85.8K
|
406
$178K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
536New |
$249K - $279K
|
536
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-125- 16.34% |
$58.1K - $65K
|
640
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
112+ 11.91% |
$52K - $58.2K
|
1.05K
$462K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61New |
$28.3K - $31.7K
|
61
$26.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 10.02% |
$20K - $22.4K
|
386
$170K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16New |
$7.43K - $8.32K
|
16
$7.03K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 33.33% |
$465 - $520
|
4
$1.76K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.72KNew |
$743K - $837K
|
1.72K
$753K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$1.63M - $1.84M
|
3.76K
$1.65M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.28KClosed |
$988K - $1.11M
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.8K- 0.87% |
$1.65M - $1.86M
|
432K
$190M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.77KNew |
$2.07M - $2.33M
|
4.77K
$2.09M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$86.7K - $97.6K
|
200
$87.9K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
458New |
$199K - $224K
|
458
$201K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
195New |
$84.5K - $95.2K
|
195
$85.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
159New |
$68.9K - $77.6K
|
159
$69.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
40New |
$17.3K - $19.5K
|
40
$17.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$6.07K - $6.83K
|
14
$6.15K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-35- 5.22% |
$15.2K - $17.1K
|
636
$279K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
68New |
$29.5K - $33.2K
|
68
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
1.5K+ 9.38% |
$650K - $732K
|
17.5K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
17.4KNew |
$7.53M - $8.48M
|
17.4K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
24KNew |
$10.4M - $11.7M
|
24K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.49K- 39.28% |
$1.51M - $1.7M
|
5.4K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
507+ 11.72% |
$220K - $247K
|
4.83K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
22.1K+ 61.31% |
$9.59M - $10.8M
|
58.2K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$5.64K - $6.34K
|
13
$5.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-837K- 90.98% |
$363M - $409M
|
83K
$36.5M
|
|