Latest Institutional Purchases of Elevance Health, Inc. (ELV)
This list provides information on the latest institutional transactions involving Elevance Health, Inc. (ELV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
454New |
$227K - $255K
|
454
$194K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
451New |
$226K - $254K
|
451
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
444New |
$222K - $250K
|
444
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
443New |
$222K - $249K
|
443
$189K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
438New |
$219K - $246K
|
438
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
428New |
$214K - $241K
|
428
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
420New |
$210K - $236K
|
420
$179K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
393New |
$197K - $221K
|
393
$168K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
391New |
$196K - $220K
|
391
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
388+ 5.5% |
$194K - $218K
|
7.44K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
385New |
$193K - $216K
|
385
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
369+ 275.37% |
$185K - $207K
|
503
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
365+ 2.19% |
$183K - $205K
|
17.1K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
350+ 13.23% |
$175K - $197K
|
3K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
321+ 26.1% |
$161K - $180K
|
1.55K
$663K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
297New |
$149K - $167K
|
297
$127K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
275New |
$138K - $155K
|
275
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
208+ 37.34% |
$104K - $117K
|
765
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
206New |
$103K - $116K
|
206
$88K
|
|
|
Nov 12, 2024
Q3 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
200+ 0.2% |
$100K - $112K
|
100K
$42.7M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
196+ 44.14% |
$98K - $110K
|
640
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
195+ 3.91% |
$97.5K - $110K
|
5.18K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
184New |
$92K - $103K
|
184
$78.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
177+ 23.44% |
$88.5K - $99.5K
|
932
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
167New |
$83.5K - $93.9K
|
167
$71.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
155+ 0.81% |
$77.5K - $87.2K
|
19.4K
$8.29M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
150+ 6.04% |
$75K - $84.3K
|
2.64K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
144+ 17.67% |
$72K - $81K
|
959
$410K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
144New |
$72K - $81K
|
144
$61.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
133+ 34.1% |
$66.5K - $74.8K
|
523
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
133+ 8.26% |
$66.5K - $74.8K
|
1.74K
$745K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
125+ 1.59% |
$62.5K - $70.3K
|
8K
$3.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
122+ 12.9% |
$61K - $68.6K
|
1.07K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
119+ 3.95% |
$59.5K - $66.9K
|
3.13K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117+ 4.32% |
$58.5K - $65.8K
|
2.83K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
106+ 26.5% |
$53K - $59.6K
|
506
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
105New |
$52.5K - $59K
|
105
$44.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
104+ 18.67% |
$52K - $58.5K
|
661
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
103+ 23.57% |
$51.5K - $57.9K
|
540
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
103+ 9.04% |
$51.5K - $57.9K
|
1.24K
$531K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$50K - $56.2K
|
100
$42.7K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
100+ 0.12% |
$50K - $56.2K
|
84.5K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
99+ 3.65% |
$49.5K - $55.7K
|
2.81K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
97+ 23.26% |
$48.5K - $54.5K
|
514
$220K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
97New |
$48.5K - $54.5K
|
97
$41.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
94+ 7.29% |
$47K - $52.9K
|
1.38K
$591K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
89+ 8.71% |
$44.5K - $50K
|
1.11K
$475K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
85New |
$42.5K - $47.8K
|
85
$36.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
83+ 10.85% |
$41.5K - $46.7K
|
848
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 9.74% |
$40K - $45K
|
901
$385K
|