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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.1% |
$1.24K - $1.43K
|
2.98K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 9.68% |
$1.24K - $1.43K
|
28
$11K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.83% |
$1.24K - $1.43K
|
357
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3- 0.49% |
$1.24K - $1.43K
|
615
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 11.54% |
$1.24K - $1.43K
|
23
$9K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4- 0.61% |
$1.66K - $1.9K
|
650
$254K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-4- 0.04% |
$1.66K - $1.9K
|
9.59K
$3.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4- 0.55% |
$1.66K - $1.9K
|
719
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 5.71% |
$1.66K - $1.9K
|
66
$25.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5- 0.13% |
$2.07K - $2.38K
|
3.77K
$1.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-5- 7.69% |
$2.07K - $2.38K
|
60
$23.5K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5- 0.54% |
$2.07K - $2.38K
|
926
$362K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 0.42% |
$2.07K - $2.38K
|
1.19K
$465K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-5- 0.54% |
$2.07K - $2.38K
|
917
$359K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-6- 0.49% |
$2.48K - $2.86K
|
1.23K
$482K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 1.56% |
$2.48K - $2.86K
|
379
$148K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 1.99% |
$2.9K - $3.33K
|
345
$135K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7- 0.83% |
$2.9K - $3.33K
|
832
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 1.31% |
$2.9K - $3.33K
|
527
$206K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.71% |
$3.31K - $3.81K
|
1.12K
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 33.33% |
$3.31K - $3.81K
|
16
$6.26K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-8- 0.67% |
$3.31K - $3.81K
|
1.18K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-8- 0.2% |
$3.31K - $3.81K
|
3.9K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9- 0.53% |
$3.73K - $4.28K
|
1.68K
$657K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9- 0.29% |
$3.73K - $4.28K
|
3.04K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-9- 10.23% |
$3.73K - $4.28K
|
79
$30.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-9- 6.16% |
$3.73K - $4.28K
|
137
$53.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-9- 2.37% |
$3.73K - $4.28K
|
371
$145K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9- 1.3% |
$3.73K - $4.28K
|
684
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9- 0.57% |
$3.73K - $4.28K
|
1.57K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9- 1.45% |
$3.73K - $4.28K
|
613
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10- 1.47% |
$4.14K - $4.76K
|
669
$262K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-10- 0.1% |
$4.14K - $4.76K
|
10.5K
$4.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-10- 0.15% |
$4.14K - $4.76K
|
6.57K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.68% |
$4.14K - $4.76K
|
1.47K
$574K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10- 1.46% |
$4.14K - $4.76K
|
675
$264K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-11- 1.8% |
$4.56K - $5.24K
|
600
$235K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 1.84% |
$4.97K - $5.71K
|
640
$251K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-12- 0.08% |
$4.97K - $5.71K
|
15.5K
$6.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-12- 0.27% |
$4.97K - $5.71K
|
4.36K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-12- 1.11% |
$4.97K - $5.71K
|
1.07K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-12- 30.0% |
$4.97K - $5.71K
|
28
$11K
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-13- 1.08% |
$5.38K - $6.19K
|
1.19K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 1.77% |
$5.8K - $6.66K
|
779
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 2.58% |
$5.8K - $6.66K
|
529
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-14- 1.59% |
$5.8K - $6.66K
|
867
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-15- 0.33% |
$6.21K - $7.14K
|
4.55K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 17.39% |
$6.63K - $7.61K
|
76
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.38% |
$6.63K - $7.61K
|
4.18K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-16- 1.36% |
$6.63K - $7.61K
|
1.16K
$454K
|