Purchases and Sales Made in Q1 2022 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q1 2022. The information is specifically focused on institutions that hold shares of Elevance Health, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 19.23% |
$6.43K - $7.54K
|
93
$36.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 6.03% |
$6K - $7.03K
|
246
$97.3K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
14+ 1.85% |
$6K - $7.03K
|
769
$304K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
13+ 1.26% |
$5.57K - $6.53K
|
1.05K
$415K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
13+ 0.18% |
$5.57K - $6.53K
|
7.05K
$2.79M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.33% |
$5.57K - $6.53K
|
988
$391K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11+ 0.34% |
$4.71K - $5.53K
|
3.21K
$1.27M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
11+ 1.6% |
$4.71K - $5.53K
|
699
$277K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
11+ 1.56% |
$4.71K - $5.53K
|
715
$283K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 1.26% |
$4.71K - $5.53K
|
887
$351K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
10+ 0.39% |
$4.28K - $5.02K
|
2.6K
$1.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9New |
$3.86K - $4.52K
|
9
$3.56K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
9+ 1.08% |
$3.86K - $4.52K
|
840
$332K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 8.41% |
$3.86K - $4.52K
|
116
$45.9K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9New |
$3.86K - $4.52K
|
9
$3.56K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
8+ 0.04% |
$3.43K - $4.02K
|
20.9K
$8.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
8+ 0.13% |
$3.43K - $4.02K
|
5.94K
$2.35M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8New |
$3.43K - $4.02K
|
8
$3.17K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 1.15% |
$3.43K - $4.02K
|
702
$278K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8+ 1.32% |
$3.43K - $4.02K
|
616
$244K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$3.43K - $4.02K
|
8
$3.17K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 1.18% |
$3.43K - $4.02K
|
684
$271K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.63% |
$3.43K - $4.02K
|
1.28K
$506K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.55% |
$3K - $3.52K
|
1.28K
$505K
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6+ 0.63% |
$2.57K - $3.01K
|
961
$380K
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6+ 0.29% |
$2.57K - $3.01K
|
2.05K
$811K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6+ 1.2% |
$2.57K - $3.01K
|
505
$200K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.24% |
$2.14K - $2.51K
|
2.08K
$821K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5+ 0.61% |
$2.14K - $2.51K
|
823
$326K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5+ 0.1% |
$2.14K - $2.51K
|
4.84K
$1.91M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.9% |
$2.14K - $2.51K
|
563
$223K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
5+ 1.43% |
$2.14K - $2.51K
|
354
$140K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
5+ 1.89% |
$2.14K - $2.51K
|
269
$106K
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 0.5% |
$2.14K - $2.51K
|
1.01K
$400K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
4New |
$1.71K - $2.01K
|
4
$1.58K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 3.81% |
$1.71K - $2.01K
|
109
$43.1K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 200.0% |
$1.71K - $2.01K
|
6
$2.37K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 3.88% |
$1.71K - $2.01K
|
107
$42.3K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$1.29K - $1.51K
|
637
$252K
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$1.29K - $1.51K
|
4.94K
$1.95M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.16% |
$857 - $1K
|
1.25K
$493K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2+ 0.19% |
$857 - $1K
|
1.03K
$408K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.16% |
$857 - $1K
|
1.26K
$498K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.29% |
$857 - $1K
|
702
$278K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 15.38% |
$857 - $1K
|
15
$5.94K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.1% |
$857 - $1K
|
1.96K
$775K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2+ 66.67% |
$857 - $1K
|
5
$1.98K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.08% |
$857 - $1K
|
2.45K
$971K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2+ 0.18% |
$857 - $1K
|
1.12K
$444K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.09% |
$857 - $1K
|
2.23K
$882K
|