Purchases and Sales Made in Q1 2023 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
56+ 12.36% |
$25K - $28.1K
|
509
$201K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
55+ 2.47% |
$24.5K - $27.6K
|
2.28K
$902K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55+ 4.37% |
$24.5K - $27.6K
|
1.31K
$520K
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
55+ 0.61% |
$24.5K - $27.6K
|
9.05K
$3.58M
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
55New |
$24.5K - $27.6K
|
55
$21.8K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
54+ 11.61% |
$24.1K - $27.1K
|
519
$205K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
54+ 9.22% |
$24.1K - $27.1K
|
640
$253K
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
54+ 5.1% |
$24.1K - $27.1K
|
1.11K
$440K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
53+ 2.58% |
$23.7K - $26.6K
|
2.11K
$833K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
53+ 0.15% |
$23.7K - $26.6K
|
34.2K
$13.6M
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
52+ 10.06% |
$23.2K - $26.1K
|
569
$225K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
52+ 11.53% |
$23.2K - $26.1K
|
503
$199K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
52+ 16.05% |
$23.2K - $26.1K
|
376
$149K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
52+ 18.31% |
$23.2K - $26.1K
|
336
$133K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
51+ 2.57% |
$22.8K - $25.6K
|
2.03K
$804K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50+ 48.08% |
$22.3K - $25.1K
|
154
$60.9K
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
50+ 6.13% |
$22.3K - $25.1K
|
865
$342K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 0.92% |
$22.3K - $25.1K
|
5.48K
$2.17M
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
49+ 0.93% |
$21.9K - $24.6K
|
5.3K
$2.1M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48+ 5.34% |
$21.4K - $24.1K
|
947
$375K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 7.16% |
$21K - $23.6K
|
703
$278K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$20.5K - $23.1K
|
46
$18.2K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44New |
$19.6K - $22.1K
|
44
$17.4K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
43+ 6.18% |
$19.2K - $21.6K
|
739
$292K
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
42+ 2.54% |
$18.7K - $21.1K
|
1.7K
$672K
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
41+ 7.98% |
$18.3K - $20.6K
|
555
$220K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
40New |
$17.9K - $20.1K
|
40
$15.8K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37+ 6.21% |
$16.5K - $18.6K
|
633
$250K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
37+ 1.3% |
$16.5K - $18.6K
|
2.88K
$1.14M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36+ 8.05% |
$16.1K - $18.1K
|
483
$191K
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
35+ 33.02% |
$15.6K - $17.6K
|
141
$55.8K
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
35+ 3.67% |
$15.6K - $17.6K
|
988
$391K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35New |
$15.6K - $17.6K
|
35
$13.8K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
34+ 7.42% |
$15.2K - $17.1K
|
492
$195K
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
33+ 5.35% |
$14.7K - $16.6K
|
650
$257K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
32+ 0.45% |
$14.3K - $16.1K
|
7.14K
$2.83M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 6.3% |
$14.3K - $16.1K
|
540
$214K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 2.39% |
$13.8K - $15.6K
|
1.33K
$525K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 2.39% |
$13.8K - $15.6K
|
1.33K
$525K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30New |
$13.4K - $15.1K
|
30
$11.9K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
30+ 0.23% |
$13.4K - $15.1K
|
13.3K
$5.27M
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30+ 26.79% |
$13.4K - $15.1K
|
142
$56.2K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 2.76% |
$13.4K - $15.1K
|
1.12K
$441K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 3.27% |
$13.4K - $15.1K
|
947
$375K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 8.48% |
$12.9K - $14.6K
|
371
$147K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
28+ 0.34% |
$12.5K - $14.1K
|
8.3K
$3.28M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
27+ 9.38% |
$12.1K - $13.6K
|
315
$125K
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
27+ 0.08% |
$12.1K - $13.6K
|
34K
$13.5M
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 3.27% |
$11.6K - $13.1K
|
822
$325K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 2.93% |
$11.2K - $12.6K
|
879
$348K
|