Purchases and Sales Made in Q2 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10+ 0.12% |
$4.97K - $5.48K
|
8.17K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$4.48K - $4.93K
|
9
$3.52K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.34% |
$4.48K - $4.93K
|
2.63K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 1.05% |
$4.48K - $4.93K
|
865
$339K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
9+ 1.76% |
$4.48K - $4.93K
|
521
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.23% |
$4.48K - $4.93K
|
4K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9New |
$4.48K - $4.93K
|
9
$3.52K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8+ 2.03% |
$3.98K - $4.38K
|
402
$157K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.34% |
$3.98K - $4.38K
|
2.33K
$913K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
8+ 1.69% |
$3.98K - $4.38K
|
482
$189K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.13% |
$3.98K - $4.38K
|
6.09K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
8New |
$3.98K - $4.38K
|
8
$3.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 9.3% |
$3.98K - $4.38K
|
94
$36.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8+ 0.05% |
$3.98K - $4.38K
|
15.3K
$5.97M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 1.32% |
$3.98K - $4.38K
|
613
$240K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
7+ 0.11% |
$3.48K - $3.83K
|
6.47K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 22.58% |
$3.48K - $3.83K
|
38
$14.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7+ 1.07% |
$3.48K - $3.83K
|
660
$258K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7+ 0.65% |
$3.48K - $3.83K
|
1.09K
$425K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
7+ 0.23% |
$3.48K - $3.83K
|
3.12K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7New |
$3.48K - $3.83K
|
7
$2.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 175.0% |
$3.48K - $3.83K
|
11
$4.31K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.3% |
$2.98K - $3.29K
|
1.99K
$780K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 1.44% |
$2.98K - $3.29K
|
422
$165K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.54% |
$2.98K - $3.29K
|
1.13K
$441K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6+ 0.77% |
$2.98K - $3.29K
|
781
$306K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6+ 0.56% |
$2.98K - $3.29K
|
1.07K
$420K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
6+ 0.8% |
$2.98K - $3.29K
|
753
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6+ 0.29% |
$2.98K - $3.29K
|
2.11K
$825K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6+ 0.85% |
$2.98K - $3.29K
|
713
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
6+ 0.29% |
$2.98K - $3.29K
|
2.06K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6+ 0.53% |
$2.98K - $3.29K
|
1.13K
$442K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5+ 1.28% |
$2.49K - $2.74K
|
396
$155K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5+ 0.92% |
$2.49K - $2.74K
|
546
$214K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.97% |
$2.49K - $2.74K
|
523
$205K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 0.04% |
$2.49K - $2.74K
|
12.4K
$4.87M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5+ 0.34% |
$2.49K - $2.74K
|
1.46K
$571K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 50.0% |
$2.49K - $2.74K
|
15
$5.87K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
5+ 0.11% |
$2.49K - $2.74K
|
4.61K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5+ 1.17% |
$2.49K - $2.74K
|
432
$169K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5+ 0.22% |
$2.49K - $2.74K
|
2.28K
$894K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.3% |
$2.49K - $2.74K
|
1.65K
$646K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
5New |
$2.49K - $2.74K
|
5
$1.96K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
4+ 0.81% |
$1.99K - $2.19K
|
497
$195K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 11.11% |
$1.99K - $2.19K
|
40
$15.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.99K - $2.19K
|
4
$1.57K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.98% |
$1.99K - $2.19K
|
411
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 1.19% |
$1.99K - $2.19K
|
340
$133K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 33.33% |
$1.99K - $2.19K
|
16
$6.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 0.64% |
$1.99K - $2.19K
|
629
$246K
|