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 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-31- 5.95% |
$12.8K - $14.8K
|
490
$192K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-32- 3.76% |
$13.3K - $15.2K
|
820
$321K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-32- 3.74% |
$13.3K - $15.2K
|
823
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-32- 3.72% |
$13.3K - $15.2K
|
829
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-32- 2.95% |
$13.3K - $15.2K
|
1.05K
$413K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-34- 11.68% |
$14.1K - $16.2K
|
257
$101K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-35- 1.97% |
$14.5K - $16.7K
|
1.74K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-35- 1.33% |
$14.5K - $16.7K
|
2.6K
$1.02M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-35- 0.08% |
$14.5K - $16.7K
|
46.3K
$18.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 1.83% |
$14.9K - $17.1K
|
1.93K
$757K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-37- 1.34% |
$15.3K - $17.6K
|
2.72K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-38- 1.89% |
$15.7K - $18.1K
|
1.97K
$773K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-38- 1.63% |
$15.7K - $18.1K
|
2.3K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$15.7K - $18.1K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-39- 0.52% |
$16.2K - $18.6K
|
7.44K
$2.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-40- 1.1% |
$16.6K - $19K
|
3.61K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-40- 1.26% |
$16.6K - $19K
|
3.14K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-40- 4.58% |
$16.6K - $19K
|
834
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-42- 1.72% |
$17.4K - $20K
|
2.4K
$940K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-43- 2.72% |
$17.8K - $20.5K
|
1.54K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-43- 5.37% |
$17.8K - $20.5K
|
758
$297K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-44- 0.99% |
$18.2K - $20.9K
|
4.39K
$1.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-45- 5.34% |
$18.6K - $21.4K
|
797
$312K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-45- 1.75% |
$18.6K - $21.4K
|
2.53K
$989K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-46- 2.79% |
$19K - $21.9K
|
1.6K
$628K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-46- 0.72% |
$19K - $21.9K
|
6.34K
$2.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-48- 6.38% |
$19.9K - $22.8K
|
704
$276K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 3.91% |
$20.7K - $23.8K
|
1.23K
$481K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$20.7K - $23.8K
|
7.77K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 32.47% |
$20.7K - $23.8K
|
104
$40.7K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-50- 9.09% |
$20.7K - $23.8K
|
500
$196K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-50- 3.17% |
$20.7K - $23.8K
|
1.53K
$597K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 0.97% |
$20.7K - $23.8K
|
5.09K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-52- 9.19% |
$21.5K - $24.7K
|
514
$201K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-53- 5.33% |
$21.9K - $25.2K
|
942
$369K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-53- 5.96% |
$21.9K - $25.2K
|
837
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-53- 4.6% |
$21.9K - $25.2K
|
1.1K
$431K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-54- 9.38% |
$22.4K - $25.7K
|
522
$204K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-55- 2.06% |
$22.8K - $26.2K
|
2.62K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-56- 3.83% |
$23.2K - $26.7K
|
1.41K
$551K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-56- 10.85% |
$23.2K - $26.7K
|
460
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-58- 7.26% |
$24K - $27.6K
|
741
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-59- 33.71% |
$24.4K - $28.1K
|
116
$45.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-61- 3.14% |
$25.3K - $29K
|
1.88K
$737K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-63- 1.11% |
$26.1K - $30K
|
5.59K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-64- 2.69% |
$26.5K - $30.5K
|
2.32K
$907K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-64- 3.93% |
$26.5K - $30.5K
|
1.57K
$613K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-65- 9.5% |
$26.9K - $30.9K
|
619
$242K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-65- 3.92% |
$26.9K - $30.9K
|
1.59K
$624K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-65- 7.58% |
$26.9K - $30.9K
|
793
$311K
|