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 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.27% |
$2.07K - $2.38K
|
1.86K
$726K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.9% |
$2.07K - $2.38K
|
562
$220K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 4.85% |
$2.07K - $2.38K
|
108
$42.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 2.65% |
$1.66K - $1.9K
|
155
$60.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$1.66K - $1.9K
|
1.62K
$633K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.53% |
$1.66K - $1.9K
|
757
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
4+ 17.39% |
$1.66K - $1.9K
|
27
$10.6K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$1.24K - $1.43K
|
3
$1.17K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3+ 0.42% |
$1.24K - $1.43K
|
718
$281K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 23.08% |
$1.24K - $1.43K
|
16
$6.27K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.38% |
$1.24K - $1.43K
|
791
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 0.19% |
$1.24K - $1.43K
|
1.58K
$618K
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
3+ 0.28% |
$1.24K - $1.43K
|
1.06K
$414K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 3.13% |
$828 - $952
|
66
$25.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.38% |
$828 - $952
|
530
$208K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.25% |
$828 - $952
|
792
$310K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.32% |
$828 - $952
|
623
$244K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 16.67% |
$828 - $952
|
14
$5.48K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2+ 0.41% |
$828 - $952
|
488
$191K
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 40.0% |
$828 - $952
|
7
$2.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 0.93% |
$828 - $952
|
218
$85.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.23% |
$828 - $952
|
859
$336K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 3.33% |
$414 - $476
|
31
$12.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.2% |
$414 - $476
|
507
$199K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.11% |
$414 - $476
|
926
$363K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$414 - $476
|
472
$185K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$414 - $476
|
1.86K
$726K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$414 - $476
|
2.22K
$869K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 5.26% |
$414 - $476
|
20
$7.83K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.04% |
$414 - $476
|
2.45K
$959K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.12% |
$414 - $476
|
90
$35.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.07% |
$414 - $476
|
1.41K
$550K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 5.56% |
$414 - $476
|
19
$7.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$414 - $476
|
202
$79.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1+ 0.21% |
$414 - $476
|
488
$191K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 33.33% |
$414 - $476
|
4
$1.57K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1- 0.1% |
$414 - $476
|
1.05K
$411K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 0.55% |
$414 - $476
|
181
$70.9K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1- 0.02% |
$414 - $476
|
4.16K
$1.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.06% |
$414 - $476
|
1.54K
$604K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.31% |
$414 - $476
|
326
$128K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.04% |
$414 - $476
|
2.29K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1- 2.94% |
$414 - $476
|
33
$12.9K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1- 0.12% |
$414 - $476
|
851
$333K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1- 0.16% |
$414 - $476
|
619
$242K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2- 0.03% |
$828 - $952
|
5.92K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2- 0.15% |
$828 - $952
|
1.36K
$534K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2- 0.17% |
$828 - $952
|
1.19K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2- 0.09% |
$828 - $952
|
2.23K
$874K
|