Purchases and Sales Made in Q3 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q3 2024. 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, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 40.02% |
$173K - $194K
|
1.21K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
343+ 0.47% |
$172K - $193K
|
72.6K
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
341+ 7.49% |
$171K - $192K
|
4.89K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
341+ 48.51% |
$171K - $192K
|
1.04K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
338+ 8.78% |
$169K - $190K
|
4.19K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
337+ 5.33% |
$169K - $189K
|
6.67K
$2.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
330+ 4.31% |
$165K - $186K
|
7.99K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
330+ 23.06% |
$165K - $186K
|
1.76K
$697K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
328+ 14.04% |
$164K - $184K
|
2.66K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
327+ 38.11% |
$164K - $184K
|
1.19K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
321+ 26.1% |
$161K - $180K
|
1.55K
$614K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
317+ 26.29% |
$159K - $178K
|
1.52K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
309+ 8.75% |
$155K - $174K
|
3.84K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
308+ 7.25% |
$154K - $173K
|
4.56K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
305+ 8.18% |
$153K - $171K
|
4.04K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
299+ 1.23% |
$150K - $168K
|
24.6K
$9.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
297New |
$149K - $167K
|
297
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
294+ 11.94% |
$147K - $165K
|
2.76K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
292+ 2.03% |
$146K - $164K
|
14.7K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
286+ 0.74% |
$143K - $161K
|
39K
$15.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
275New |
$138K - $155K
|
275
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
271+ 30.45% |
$136K - $152K
|
1.16K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
270+ 14.03% |
$135K - $152K
|
2.2K
$869K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
265+ 12.72% |
$133K - $149K
|
2.35K
$929K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
265+ 15.76% |
$133K - $149K
|
1.95K
$770K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
261+ 4.0% |
$131K - $147K
|
6.79K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
260+ 17.31% |
$130K - $146K
|
1.76K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
258+ 49.9% |
$129K - $145K
|
775
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
256+ 10.34% |
$128K - $144K
|
2.73K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
248+ 20.11% |
$124K - $139K
|
1.48K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 11.22% |
$116K - $130K
|
2.3K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
232+ 6.14% |
$116K - $130K
|
4.01K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
229+ 2.42% |
$115K - $129K
|
9.69K
$3.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
224+ 3.66% |
$112K - $126K
|
6.34K
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
222+ 3.88% |
$111K - $125K
|
5.94K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
221+ 10.07% |
$111K - $124K
|
2.42K
$956K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
220+ 43.91% |
$110K - $124K
|
721
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
220+ 19.54% |
$110K - $124K
|
1.35K
$533K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
220+ 1.85% |
$110K - $124K
|
12.1K
$4.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
210+ 11.65% |
$105K - $118K
|
2.01K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
209+ 46.04% |
$105K - $118K
|
663
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
208+ 8.31% |
$104K - $117K
|
2.71K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
208+ 9.3% |
$104K - $117K
|
2.45K
$967K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
208+ 37.34% |
$104K - $117K
|
765
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
208New |
$104K - $117K
|
208
$82.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
206New |
$103K - $116K
|
206
$81.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200+ 3.35% |
$100K - $112K
|
6.17K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
200+ 0.2% |
$100K - $112K
|
100K
$39.6M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
196+ 44.14% |
$98K - $110K
|
640
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
195+ 3.91% |
$97.5K - $110K
|
5.18K
$2.05M
|