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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
300New |
$124K - $143K
|
300
$97.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
291+ 27.2% |
$121K - $138K
|
1.36K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
284+ 9.2% |
$118K - $135K
|
3.37K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
248+ 3.83% |
$103K - $118K
|
6.73K
$2.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
225New |
$93.2K - $107K
|
225
$73.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
214+ 15.97% |
$88.6K - $102K
|
1.55K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
174+ 1.04% |
$72.1K - $82.8K
|
16.8K
$5.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
118New |
$48.9K - $56.2K
|
118
$38.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
80+ 2.23% |
$33.1K - $38.1K
|
3.67K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
30+ 5.37% |
$12.4K - $14.3K
|
589
$192K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.19% |
$7.87K - $9.04K
|
1.62K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
15+ 1.12% |
$6.21K - $7.14K
|
1.35K
$441K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$4.14K - $4.76K
|
10
$3.26K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 7.44% |
$3.73K - $4.28K
|
130
$42.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6New |
$2.48K - $2.86K
|
6
$1.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$2.07K - $2.38K
|
5
$1.63K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 5.26% |
$414 - $476
|
20
$6.52K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
185KNew |
$80.9M - $92M
|
185K
$60.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
41.7K+ 216.33% |
$18.2M - $20.7M
|
61K
$19.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
26.2K+ 47.53% |
$11.4M - $13M
|
81.2K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
13KNew |
$5.67M - $6.45M
|
13K
$4.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.41K+ 4.35% |
$3.23M - $3.67M
|
178K
$57.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.08K+ 228.73% |
$2.65M - $3.01M
|
8.73K
$2.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.65KNew |
$2.03M - $2.31M
|
4.65K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
4.46K+ 42.27% |
$1.94M - $2.21M
|
15K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.89K+ 31.62% |
$1.26M - $1.43M
|
12K
$3.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.01KNew |
$875K - $995K
|
2.01K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
2KNew |
$873K - $992K
|
2K
$652K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.1KNew |
$480K - $546K
|
1.1K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
700New |
$305K - $347K
|
700
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
559New |
$244K - $277K
|
559
$182K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
486New |
$212K - $241K
|
486
$158K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
403+ 42.07% |
$176K - $200K
|
1.36K
$443K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
400New |
$175K - $198K
|
400
$130K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
258New |
$113K - $128K
|
258
$84.1K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
256New |
$112K - $127K
|
256
$83.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 105.26% |
$43.6K - $49.6K
|
195
$63.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
40+ 266.67% |
$17.5K - $19.8K
|
55
$17.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
26New |
$11.3K - $12.9K
|
26
$8.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$10.9K - $12.4K
|
25
$8.15K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
22New |
$9.6K - $10.9K
|
22
$7.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10New |
$4.36K - $4.96K
|
10
$3.26K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
8+ 1.67% |
$3.49K - $3.97K
|
486
$158K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$3.05K - $3.47K
|
7
$2.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3+ 37.5% |
$1.31K - $1.49K
|
11
$3.58K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
2+ 0.21% |
$873 - $992
|
977
$318K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.18MNew |
$971M - $1.09B
|
2.18M
$709M
|
|
|
May 10, 2023
Q1 2023
|
Tekla Capital Management LLC
|
BUY
|
- |
99.4K+ 678.95% |
$44.4M - $49.9M
|
114K
$37.2M
|
|
|
Sep 02, 2025
Q1 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
16.9K+ 82.54% |
$7.53M - $8.47M
|
37.3K
$12.2M
|
|