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 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
334+ 47.18% |
$138K - $159K
|
1.04K
$408K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
324+ 32.89% |
$134K - $154K
|
1.31K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
317+ 10.17% |
$131K - $151K
|
3.43K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
316+ 1.62% |
$131K - $150K
|
19.8K
$7.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
312+ 6.4% |
$129K - $148K
|
5.19K
$2.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
306+ 17.0% |
$127K - $146K
|
2.11K
$824K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
291+ 27.2% |
$121K - $138K
|
1.36K
$533K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
285+ 1.5% |
$118K - $136K
|
19.3K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
284+ 9.2% |
$118K - $135K
|
3.37K
$1.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
274+ 5.05% |
$113K - $130K
|
5.7K
$2.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
272+ 9.04% |
$113K - $129K
|
3.28K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
266+ 5.76% |
$110K - $127K
|
4.89K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
265+ 1.31% |
$110K - $126K
|
20.5K
$8.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
262+ 72.58% |
$109K - $125K
|
623
$244K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
258+ 12.34% |
$107K - $123K
|
2.35K
$919K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
254+ 4.54% |
$105K - $121K
|
5.85K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
254New |
$105K - $121K
|
254
$99.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
250+ 42.66% |
$104K - $119K
|
836
$327K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
249+ 50.82% |
$103K - $119K
|
739
$289K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
248+ 3.83% |
$103K - $118K
|
6.73K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
246+ 1.56% |
$102K - $117K
|
16K
$6.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
242+ 9.29% |
$100K - $115K
|
2.85K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
240+ 27.94% |
$99.4K - $114K
|
1.1K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
240+ 22.49% |
$99.4K - $114K
|
1.31K
$512K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
238+ 6.01% |
$98.6K - $113K
|
4.2K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
235+ 2.72% |
$97.3K - $112K
|
8.89K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
233+ 0.84% |
$96.5K - $111K
|
28K
$11M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
225New |
$93.2K - $107K
|
225
$88.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
222+ 64.72% |
$91.9K - $106K
|
565
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
219+ 39.25% |
$90.7K - $104K
|
777
$304K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
216+ 7.39% |
$89.5K - $103K
|
3.14K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
214+ 15.97% |
$88.6K - $102K
|
1.55K
$608K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
202New |
$83.7K - $96.1K
|
202
$79.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.49% |
$82.8K - $95.2K
|
40.9K
$16M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
196+ 24.2% |
$81.2K - $93.3K
|
1.01K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
195+ 1.32% |
$80.8K - $92.8K
|
15K
$5.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
193+ 12.94% |
$79.9K - $91.9K
|
1.68K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
192+ 0.07% |
$79.5K - $91.4K
|
263K
$103M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
191New |
$79.1K - $90.9K
|
191
$74.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
190+ 0.31% |
$78.7K - $90.4K
|
61.2K
$24M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
186+ 11.88% |
$77K - $88.5K
|
1.75K
$685K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
180New |
$74.5K - $85.7K
|
180
$70.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
177+ 0.98% |
$73.3K - $84.2K
|
18.2K
$7.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
176+ 35.2% |
$72.9K - $83.8K
|
676
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
174+ 1.04% |
$72.1K - $82.8K
|
16.8K
$6.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
173+ 0.22% |
$71.6K - $82.3K
|
80K
$31.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
172+ 17.1% |
$71.2K - $81.9K
|
1.18K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
172+ 1.58% |
$71.2K - $81.9K
|
11K
$4.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
160+ 3.39% |
$66.3K - $76.1K
|
4.88K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
158+ 7.26% |
$65.4K - $75.2K
|
2.33K
$914K
|