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 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-12- 0.64% |
$5.97K - $6.57K
|
1.87K
$731K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-12- 0.94% |
$5.97K - $6.57K
|
1.26K
$494K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-13- 1.87% |
$6.47K - $7.12K
|
682
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-14- 1.92% |
$6.96K - $7.67K
|
715
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.31% |
$6.96K - $7.67K
|
4.52K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 1.74% |
$6.96K - $7.67K
|
790
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-14- 0.05% |
$6.96K - $7.67K
|
27.3K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-14- 1.18% |
$6.96K - $7.67K
|
1.17K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 2.84% |
$6.96K - $7.67K
|
479
$187K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-15- 2.16% |
$7.46K - $8.22K
|
679
$266K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15- 3.36% |
$7.46K - $8.22K
|
431
$169K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-15- 3.71% |
$7.46K - $8.22K
|
389
$152K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 0.82% |
$7.96K - $8.76K
|
1.93K
$755K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-16- 2.33% |
$7.96K - $8.76K
|
671
$263K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-16- 0.23% |
$7.96K - $8.76K
|
6.82K
$2.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17- 0.45% |
$8.46K - $9.31K
|
3.75K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-17- 3.1% |
$8.46K - $9.31K
|
532
$208K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-17- 2.19% |
$8.46K - $9.31K
|
758
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.05% |
$8.95K - $9.86K
|
1.69K
$663K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-18- 1.55% |
$8.95K - $9.86K
|
1.14K
$447K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-18- 2.38% |
$8.95K - $9.86K
|
737
$288K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-19- 0.39% |
$9.45K - $10.4K
|
4.8K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-19- 1.61% |
$9.45K - $10.4K
|
1.16K
$455K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-20- 2.53% |
$9.95K - $11K
|
770
$301K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-20- 2.17% |
$9.95K - $11K
|
903
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.8% |
$9.95K - $11K
|
2.49K
$974K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20- 2.12% |
$9.95K - $11K
|
922
$361K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-21- 1.46% |
$10.4K - $11.5K
|
1.42K
$554K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-21- 1.88% |
$10.4K - $11.5K
|
1.1K
$430K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-21- 2.97% |
$10.4K - $11.5K
|
687
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21- 2.05% |
$10.4K - $11.5K
|
1K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 4.84% |
$10.4K - $11.5K
|
413
$162K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 2.36% |
$10.9K - $12.1K
|
912
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-22- 0.57% |
$10.9K - $12.1K
|
3.83K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-22- 1.39% |
$10.9K - $12.1K
|
1.56K
$612K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-22- 0.11% |
$10.9K - $12.1K
|
20K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-22- 0.48% |
$10.9K - $12.1K
|
4.6K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
SELL
|
- |
-23- 3.25% |
$11.4K - $12.6K
|
685
$268K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-23- 4.95% |
$11.4K - $12.6K
|
442
$173K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-23- 0.17% |
$11.4K - $12.6K
|
13.3K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-23- 3.11% |
$11.4K - $12.6K
|
716
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-24- 4.07% |
$11.9K - $13.1K
|
566
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-25- 0.35% |
$12.4K - $13.7K
|
7.07K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-25- 3.96% |
$12.4K - $13.7K
|
607
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 16.67% |
$12.4K - $13.7K
|
125
$48.9K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-26- 0.64% |
$12.9K - $14.2K
|
4.01K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-26- 6.52% |
$12.9K - $14.2K
|
373
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26- 5.35% |
$12.9K - $14.2K
|
460
$180K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-28- 3.41% |
$13.9K - $15.3K
|
792
$310K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-29- 0.77% |
$14.4K - $15.9K
|
3.73K
$1.46M
|