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 |
---|---|---|---|---|---|---|---|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-45Closed |
$12.9K - $16.7K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-5Closed |
$1.44K - $1.86K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-247Closed |
$71.1K - $91.7K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-187Closed |
$53.8K - $69.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
CALL |
-1.1KClosed |
$316K - $408K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Gratus Capital LLC
|
SELL
|
- |
-667Closed |
$192K - $248K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-3Closed |
$863 - $1.11K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.91KClosed |
$550K - $710K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-200Closed |
$57.5K - $74.3K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
590New |
$170K - $219K
|
590
$225K
|
|
Apr 15, 2021
Q1 2021
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$57.5K - $74.3K
|
0
$0
|
|
Q4 2020 | |||||||
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41New |
$11.1K - $13.7K
|
41
$15.7K
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.45% |
$1.08K - $1.33K
|
894
$342K
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.15KNew |
$581K - $716K
|
2.15K
$821K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$54K - $66.6K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-124Closed |
$33.5K - $41.3K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$1.35K - $1.67K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Courage Capital Management LLC
Nashville, TN |
SELL
|
- |
-16.1KClosed |
$4.35M - $5.36M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gavea Investimentos Ltda
Rj, D5 |
SELL
|
- |
-10KClosed |
$2.7M - $3.33M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Iron Triangle Partners LP
Cos Cob, CT |
SELL
|
- |
-60KClosed |
$16.2M - $20M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2K+ 3.17% |
$540K - $666K
|
65K
$24.8M
|
|
Feb 16, 2021
Q4 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-878Closed |
$237K - $293K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sio Capital Management, LLC
New York, NY |
SELL
|
- |
-16KClosed |
$4.33M - $5.34M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.78KClosed |
$750K - $925K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.25KClosed |
$1.42M - $1.75M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-3KClosed |
$811K - $999K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-100- 50.0% |
$27K - $33.3K
|
100
$38.2K
|
|
Feb 10, 2021
Q4 2020
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-4.3KClosed |
$1.16M - $1.43M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-50Closed |
$13.5K - $16.7K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-665- 25.78% |
$180K - $222K
|
1.92K
$732K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-279Closed |
$75.4K - $92.9K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-97Closed |
$26.2K - $32.3K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
120+ 15.36% |
$32.4K - $40K
|
901
$344K
|
|
Feb 05, 2021
Q4 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-951Closed |
$257K - $317K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.44KClosed |
$929K - $1.15M
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-5.89KClosed |
$1.59M - $1.96M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-180Closed |
$48.6K - $60K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-14- 60.87% |
$3.78K - $4.66K
|
9
$3.44K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-58Closed |
$15.7K - $19.3K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-26Closed |
$7.02K - $8.66K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
SELL
|
- |
-55Closed |
$14.9K - $18.3K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.79KClosed |
$484K - $597K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
930+ 15.45% |
$251K - $310K
|
6.95K
$2.66M
|
|
Q3 2020 | |||||||
Mar 11, 2022
Q3 2020
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-35Closed |
$8.6K - $9.96K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-800Closed |
$197K - $228K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-1.13KClosed |
$277K - $321K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400Closed |
$98.3K - $114K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Parametrica Management LTD
|
SELL
|
- |
-892Closed |
$219K - $254K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20New |
$4.91K - $5.69K
|
20
$7.64K
|
|
Nov 13, 2020
Q3 2020
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
32.5K+ 55.46% |
$7.99M - $9.25M
|
91.1K
$34.8M
|