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 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
805+ 99.75% |
$375K - $440K
|
1.61K
$646K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
422New |
$196K - $231K
|
422
$169K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
421New |
$196K - $230K
|
421
$169K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-93- 64.58% |
$43.3K - $50.8K
|
51
$20.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
3New |
$1.4K - $1.64K
|
3
$1.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
400New |
$186K - $219K
|
400
$160K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-21- 4.62% |
$9.77K - $11.5K
|
434
$174K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 58.06% |
$8.37K - $9.84K
|
49
$19.6K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-28- 13.46% |
$13K - $15.3K
|
180
$72.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-62- 8.2% |
$28.8K - $33.9K
|
694
$278K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31+ 0.87% |
$14.4K - $16.9K
|
3.6K
$1.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-40- 50.0% |
$18.6K - $21.9K
|
40
$16K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-28- 13.46% |
$13K - $15.3K
|
180
$72.2K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
971+ 126.27% |
$452K - $531K
|
1.74K
$698K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
401New |
$187K - $219K
|
401
$161K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-38.6K- 8.19% |
$18M - $21.1M
|
433K
$174M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-29- 5.49% |
$13.5K - $15.9K
|
499
$200K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
56New |
$26.1K - $30.6K
|
56
$22.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
4New |
$1.86K - $2.19K
|
4
$1.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
70+ 12.03% |
$32.6K - $38.3K
|
652
$261K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
425New |
$198K - $232K
|
425
$170K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$3.26K - $3.83K
|
7
$2.81K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
16New |
$7.44K - $8.75K
|
16
$6.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
267+ 2.05% |
$124K - $146K
|
13.3K
$5.34M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-223- 6.14% |
$104K - $122K
|
3.41K
$1.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
467New |
$217K - $255K
|
467
$187K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
114New |
$53K - $62.3K
|
114
$45.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
38New |
$17.7K - $20.8K
|
38
$15.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
39New |
$18.1K - $21.3K
|
39
$15.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
150New |
$69.8K - $82K
|
150
$60.1K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-573Closed |
$256K - $291K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9Closed |
$4.01K - $4.56K
|
0
$0
|
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-3.12KClosed |
$1.39M - $1.58M
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-212Closed |
$94.5K - $107K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.8K+ 4.95% |
$801K - $911K
|
38.1K
$15.3M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
129+ 31.62% |
$57.5K - $65.4K
|
537
$215K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
68+ 6.74% |
$30.3K - $34.5K
|
1.08K
$432K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
61+ 5.44% |
$27.2K - $30.9K
|
1.18K
$474K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$892 - $1.01K
|
2
$802
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-53- 8.02% |
$23.6K - $26.9K
|
608
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-52- 4.72% |
$23.2K - $26.4K
|
1.05K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.08K- 99.71% |
$1.37M - $1.56M
|
9
$3.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
3.1KNew |
$1.38M - $1.57M
|
3.1K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-292- 35.1% |
$130K - $148K
|
540
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5+ 5.32% |
$2.23K - $2.54K
|
99
$39.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
541+ 9.48% |
$241K - $274K
|
6.25K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
62+ 1.5% |
$27.7K - $31.4K
|
4.19K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
10.4KNew |
$4.62M - $5.25M
|
10.4K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Health Cor Management, L.P.
New York, NY |
SELL
|
- |
-15.3K- 28.25% |
$6.83M - $7.77M
|
38.9K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
83+ 0.02% |
$37K - $42.1K
|
398K
$160M
|
|