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 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
76+ 7.55% |
$32.9K - $37.1K
|
1.08K
$428K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
74+ 0.98% |
$32.1K - $36.1K
|
7.61K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
74New |
$32.1K - $36.1K
|
74
$29.3K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
74+ 6.35% |
$32.1K - $36.1K
|
1.24K
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72+ 0.66% |
$31.2K - $35.1K
|
11K
$4.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
72+ 6.54% |
$31.2K - $35.1K
|
1.17K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72+ 33.33% |
$31.2K - $35.1K
|
288
$114K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70+ 9.01% |
$30.3K - $34.2K
|
847
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70+ 9.15% |
$30.3K - $34.2K
|
835
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
69+ 1.23% |
$29.9K - $33.7K
|
5.66K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
68+ 5.41% |
$29.5K - $33.2K
|
1.32K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
68+ 10.27% |
$29.5K - $33.2K
|
730
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68+ 6.44% |
$29.5K - $33.2K
|
1.12K
$445K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
68New |
$29.5K - $33.2K
|
68
$26.9K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$29.5K - $33.2K
|
68
$26.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
66+ 3.01% |
$28.6K - $32.2K
|
2.26K
$893K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
65New |
$28.2K - $31.7K
|
65
$25.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
65+ 0.16% |
$28.2K - $31.7K
|
41.6K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
64New |
$27.7K - $31.2K
|
64
$25.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
63+ 5.52% |
$27.3K - $30.7K
|
1.2K
$476K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
61+ 8.53% |
$26.4K - $29.8K
|
776
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
59New |
$25.6K - $28.8K
|
59
$23.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
58New |
$25.1K - $28.3K
|
58
$23K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56+ 2.03% |
$24.3K - $27.3K
|
2.82K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
55+ 1.06% |
$23.8K - $26.8K
|
5.25K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
55+ 9.73% |
$23.8K - $26.8K
|
620
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
54+ 10.21% |
$23.4K - $26.4K
|
583
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
53+ 1.78% |
$23K - $25.9K
|
3.03K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 9.38% |
$23K - $25.9K
|
618
$245K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 9.38% |
$23K - $25.9K
|
618
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
51+ 0.37% |
$22.1K - $24.9K
|
13.9K
$5.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
50+ 8.73% |
$21.7K - $24.4K
|
623
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50New |
$21.7K - $24.4K
|
50
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 1.46% |
$21.7K - $24.4K
|
3.48K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50+ 555.56% |
$21.7K - $24.4K
|
59
$23.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 3.19% |
$20.8K - $23.4K
|
1.55K
$614K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
48+ 7.05% |
$20.8K - $23.4K
|
729
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
48+ 8.94% |
$20.8K - $23.4K
|
585
$231K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
48+ 8.36% |
$20.8K - $23.4K
|
622
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
47+ 7.3% |
$20.4K - $22.9K
|
691
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46+ 0.86% |
$19.9K - $22.5K
|
5.38K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
44+ 1.13% |
$19.1K - $21.5K
|
3.92K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
44+ 2.24% |
$19.1K - $21.5K
|
2.01K
$796K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
42+ 10.88% |
$18.2K - $20.5K
|
428
$169K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
42+ 2.83% |
$18.2K - $20.5K
|
1.53K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
42+ 3.72% |
$18.2K - $20.5K
|
1.17K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
41+ 6.96% |
$17.8K - $20K
|
630
$249K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 1.15% |
$17.8K - $20K
|
3.61K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 5.06% |
$17.3K - $19.5K
|
831
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
40+ 0.45% |
$17.3K - $19.5K
|
8.92K
$3.53M
|