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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
530+ 5.42% |
$265K - $298K
|
10.3K
$3.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1- 0.25% |
$500 - $562
|
395
$129K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 8.33% |
$17.5K - $19.7K
|
385
$125K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-5- 1.22% |
$2.5K - $2.81K
|
405
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 5.64% |
$13.5K - $15.2K
|
506
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
45+ 6.57% |
$22.5K - $25.3K
|
730
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-846- 6.25% |
$423K - $476K
|
12.7K
$4.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
167New |
$83.5K - $93.9K
|
167
$54.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
644
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
43+ 1.31% |
$21.5K - $24.2K
|
3.34K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
53+ 6.4% |
$26.5K - $29.8K
|
881
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52New |
$26K - $29.2K
|
52
$16.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.67K+ 16.01% |
$1.34M - $1.5M
|
19.4K
$6.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-16- 2.11% |
$8K - $9K
|
743
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
106+ 26.5% |
$53K - $59.6K
|
506
$165K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-18- 1.29% |
$9K - $10.1K
|
1.38K
$448K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-14- 2.93% |
$7K - $7.87K
|
464
$151K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.89% |
$15K - $16.9K
|
643
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105New |
$52.5K - $59K
|
105
$34.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.37K+ 1.25% |
$1.68M - $1.89M
|
272K
$88.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 1.22% |
$2.5K - $2.81K
|
416
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.7K- 25.05% |
$8.83M - $9.92M
|
52.8K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14- 3.37% |
$7K - $7.87K
|
402
$131K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.47KNew |
$1.23M - $1.39M
|
2.47K
$803K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-10- 0.86% |
$5K - $5.62K
|
1.15K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 60.0% |
$9K - $10.1K
|
48
$15.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 33.33% |
$500 - $562
|
4
$1.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
734+ 7.38% |
$367K - $413K
|
10.7K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.52% |
$1K - $1.12K
|
385
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-105- 3.55% |
$52.5K - $59K
|
2.85K
$929K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-71- 11.79% |
$35.5K - $39.9K
|
531
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-66- 12.6% |
$33K - $37.1K
|
458
$149K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 12.66% |
$5K - $5.62K
|
69
$22.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-7- 18.42% |
$3.5K - $3.94K
|
31
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-38- 6.77% |
$19K - $21.4K
|
523
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-103- 82.4% |
$51.5K - $57.9K
|
22
$7.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$500 - $562
|
474
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25- 5.0% |
$12.5K - $14.1K
|
475
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
206New |
$103K - $116K
|
206
$67.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-16- 3.51% |
$8K - $9K
|
440
$143K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 3.23% |
$1K - $1.12K
|
64
$20.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.23% |
$1K - $1.12K
|
867
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
393New |
$197K - $221K
|
393
$128K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 1.74% |
$4K - $4.5K
|
468
$152K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-225- 26.38% |
$113K - $127K
|
628
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14- 2.2% |
$7K - $7.87K
|
621
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-303- 37.32% |
$152K - $170K
|
509
$166K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$500 - $562
|
1
$326
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-470- 18.34% |
$235K - $264K
|
2.09K
$682K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3KNew |
$1.5M - $1.69M
|
3K
$977K
|
|