Purchases and Sales Made in Q4 2023 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
231+ 1.54% |
$100K - $113K
|
15.2K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
230+ 17.04% |
$99.7K - $112K
|
1.58K
$625K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
227+ 41.8% |
$98.4K - $111K
|
770
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
226+ 0.22% |
$98K - $110K
|
102K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
226+ 0.55% |
$98K - $110K
|
41.1K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
221+ 960.87% |
$95.8K - $108K
|
244
$96.6K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
220+ 3.35% |
$95.4K - $107K
|
6.79K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
215+ 10.57% |
$93.2K - $105K
|
2.25K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
215+ 377.19% |
$93.2K - $105K
|
272
$108K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
212+ 11.14% |
$91.9K - $103K
|
2.12K
$837K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
209+ 0.5% |
$90.6K - $102K
|
41.6K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200+ 40.32% |
$86.7K - $97.6K
|
696
$275K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$86.7K - $97.6K
|
200
$79.1K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$86.7K - $97.6K
|
200
$79.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
199+ 0.64% |
$86.3K - $97.1K
|
31.4K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
197+ 1.08% |
$85.4K - $96.1K
|
18.5K
$7.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
195+ 2166.67% |
$84.5K - $95.2K
|
204
$80.7K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
195New |
$84.5K - $95.2K
|
195
$77.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
191+ 2.46% |
$82.8K - $93.2K
|
7.97K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
190+ 10.17% |
$82.4K - $92.7K
|
2.06K
$815K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
188+ 2.91% |
$81.5K - $91.8K
|
6.66K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
183+ 42.46% |
$79.3K - $89.3K
|
614
$243K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
175+ 3.07% |
$75.9K - $85.4K
|
5.88K
$2.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
173+ 2.63% |
$75K - $84.4K
|
6.74K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
172+ 17.64% |
$74.6K - $83.9K
|
1.15K
$454K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
170+ 3.82% |
$73.7K - $83K
|
4.62K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
168+ 9.87% |
$72.8K - $82K
|
1.87K
$740K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
168+ 0.0% |
$72.8K - $82K
|
21.2M
$8.4B
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
165+ 22.18% |
$71.5K - $80.5K
|
909
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
161+ 0.21% |
$69.8K - $78.6K
|
77.8K
$30.8M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
159New |
$68.9K - $77.6K
|
159
$62.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
157+ 25.61% |
$68.1K - $76.6K
|
770
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 8.44% |
$68.1K - $76.6K
|
2.02K
$799K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
156+ 0.65% |
$67.6K - $76.1K
|
24K
$9.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
151New |
$65.5K - $73.7K
|
151
$59.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
150+ 24.39% |
$65K - $73.2K
|
765
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
150+ 12.5% |
$65K - $73.2K
|
1.35K
$534K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
146+ 3.44% |
$63.3K - $71.3K
|
4.39K
$1.74M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
142+ 4.86% |
$61.6K - $69.3K
|
3.06K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
140+ 2.36% |
$60.7K - $68.3K
|
6.06K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
140New |
$60.7K - $68.3K
|
140
$55.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
137+ 2.19% |
$59.4K - $66.9K
|
6.4K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
136+ 21.94% |
$59K - $66.4K
|
756
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
135+ 8.65% |
$58.5K - $65.9K
|
1.7K
$671K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 2.8% |
$58.1K - $65.4K
|
4.93K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
134+ 3.44% |
$58.1K - $65.4K
|
4.03K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
133+ 2.73% |
$57.7K - $64.9K
|
5K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
133+ 12.76% |
$57.7K - $64.9K
|
1.18K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
132+ 9.9% |
$57.2K - $64.4K
|
1.47K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
132+ 15.79% |
$57.2K - $64.4K
|
968
$383K
|