Purchases and Sales Made in Q3 2023 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
77+ 1.2% |
$31.9K - $36.6K
|
6.47K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
76+ 7.06% |
$31.5K - $36.2K
|
1.15K
$451K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
75+ 3.48% |
$31.1K - $35.7K
|
2.23K
$873K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
74+ 1.08% |
$30.6K - $35.2K
|
6.95K
$2.72M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
74+ 3.35% |
$30.6K - $35.2K
|
2.28K
$892K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
73+ 11.85% |
$30.2K - $34.7K
|
689
$270K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
73+ 12.39% |
$30.2K - $34.7K
|
662
$259K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
72+ 17.27% |
$29.8K - $34.3K
|
489
$191K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
70+ 3.02% |
$29K - $33.3K
|
2.39K
$935K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
70+ 5.47% |
$29K - $33.3K
|
1.35K
$528K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
69+ 9.82% |
$28.6K - $32.8K
|
772
$302K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
69+ 1.65% |
$28.6K - $32.8K
|
4.24K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
69+ 0.25% |
$28.6K - $32.8K
|
27.5K
$10.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
69+ 1.78% |
$28.6K - $32.8K
|
3.95K
$1.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67+ 12.41% |
$27.7K - $31.9K
|
607
$238K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
66+ 3.42% |
$27.3K - $31.4K
|
2K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
66+ 1.46% |
$27.3K - $31.4K
|
4.6K
$1.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
65+ 0.34% |
$26.9K - $30.9K
|
19.1K
$7.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
65+ 1.5% |
$26.9K - $30.9K
|
4.4K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
63+ 32.81% |
$26.1K - $30K
|
255
$99.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
60New |
$24.8K - $28.6K
|
60
$23.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
57+ 0.88% |
$23.6K - $27.1K
|
6.57K
$2.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
57+ 1.24% |
$23.6K - $27.1K
|
4.66K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
56+ 0.62% |
$23.2K - $26.7K
|
9.15K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
56+ 4.27% |
$23.2K - $26.7K
|
1.37K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
53+ 1.25% |
$21.9K - $25.2K
|
4.3K
$1.68M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52+ 10.32% |
$21.5K - $24.7K
|
556
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 85.25% |
$21.5K - $24.7K
|
113
$44.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
51+ 9.39% |
$21.1K - $24.3K
|
594
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51+ 5.67% |
$21.1K - $24.3K
|
951
$372K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$20.7K - $23.8K
|
50
$19.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 172.41% |
$20.7K - $23.8K
|
79
$30.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
50+ 5.58% |
$20.7K - $23.8K
|
946
$370K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
50+ 1.48% |
$20.7K - $23.8K
|
3.43K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50+ 5.41% |
$20.7K - $23.8K
|
975
$382K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
49+ 0.08% |
$20.3K - $23.3K
|
64.5K
$25.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
47+ 1.14% |
$19.5K - $22.4K
|
4.16K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
47+ 4.32% |
$19.5K - $22.4K
|
1.14K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
46+ 8.7% |
$19K - $21.9K
|
575
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
46+ 4.79% |
$19K - $21.9K
|
1.01K
$394K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
45+ 4.11% |
$18.6K - $21.4K
|
1.14K
$447K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
44+ 7.39% |
$18.2K - $20.9K
|
639
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 10.81% |
$18.2K - $20.9K
|
451
$177K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 7.88% |
$17.8K - $20.5K
|
589
$231K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
43+ 0.04% |
$17.8K - $20.5K
|
107K
$41.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
42New |
$17.4K - $20K
|
42
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
40+ 0.33% |
$16.6K - $19K
|
12K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40+ 2.47% |
$16.6K - $19K
|
1.66K
$650K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.89% |
$16.2K - $18.6K
|
2.1K
$823K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
39+ 6.45% |
$16.2K - $18.6K
|
644
$252K
|