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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1- 0.07% |
$497 - $548
|
1.41K
$552K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$497 - $548
|
3
$1.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.15% |
$497 - $548
|
678
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 33.33% |
$497 - $548
|
2
$783
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.04% |
$497 - $548
|
2.74K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.1% |
$497 - $548
|
1.05K
$411K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 20.0% |
$497 - $548
|
4
$1.57K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 18.18% |
$995 - $1.1K
|
9
$3.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 2.27% |
$995 - $1.1K
|
86
$33.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.1% |
$1.49K - $1.64K
|
3.03K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 1.55% |
$1.49K - $1.64K
|
191
$74.8K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.58% |
$1.49K - $1.64K
|
511
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-3- 0.06% |
$1.49K - $1.64K
|
5.24K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 1.1% |
$1.49K - $1.64K
|
269
$105K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4- 0.21% |
$1.99K - $2.19K
|
1.91K
$749K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.9% |
$1.99K - $2.19K
|
440
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-4- 0.37% |
$1.99K - $2.19K
|
1.09K
$427K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 44.44% |
$1.99K - $2.19K
|
5
$1.96K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5- 1.06% |
$2.49K - $2.74K
|
465
$182K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.08% |
$2.49K - $2.74K
|
6.24K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.06% |
$2.49K - $2.74K
|
8.69K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5- 0.45% |
$2.49K - $2.74K
|
1.1K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5- 0.05% |
$2.49K - $2.74K
|
10.1K
$3.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 1.54% |
$2.98K - $3.29K
|
383
$150K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-6- 0.63% |
$2.98K - $3.29K
|
951
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-6- 0.09% |
$2.98K - $3.29K
|
6.61K
$2.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-6- 0.09% |
$2.98K - $3.29K
|
6.45K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-6- 0.5% |
$2.98K - $3.29K
|
1.2K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-6- 0.43% |
$2.98K - $3.29K
|
1.4K
$550K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.55% |
$2.98K - $3.29K
|
1.08K
$424K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-7- 0.77% |
$3.48K - $3.83K
|
908
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7- 1.75% |
$3.48K - $3.83K
|
392
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-7- 0.06% |
$3.48K - $3.83K
|
11.7K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7- 0.81% |
$3.48K - $3.83K
|
862
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8- 0.07% |
$3.98K - $4.38K
|
11.6K
$4.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-8- 0.65% |
$3.98K - $4.38K
|
1.22K
$478K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9- 1.12% |
$4.48K - $4.93K
|
794
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9- 1.29% |
$4.48K - $4.93K
|
691
$271K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 1.73% |
$4.48K - $4.93K
|
511
$200K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 21.28% |
$4.97K - $5.48K
|
37
$14.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.45% |
$4.97K - $5.48K
|
2.2K
$862K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-10- 1.54% |
$4.97K - $5.48K
|
640
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10- 24.39% |
$4.97K - $5.48K
|
31
$12.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10- 1.89% |
$4.97K - $5.48K
|
520
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.76% |
$4.97K - $5.48K
|
1.31K
$515K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10- 0.22% |
$4.97K - $5.48K
|
4.57K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11- 1.15% |
$5.47K - $6.03K
|
942
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-11- 2.15% |
$5.47K - $6.03K
|
501
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-11- 2.25% |
$5.47K - $6.03K
|
477
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11- 1.4% |
$5.47K - $6.03K
|
772
$302K
|