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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
1.05K+ 29.71% |
$456K - $514K
|
4.6K
$1.82M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.05K+ 0.83% |
$455K - $512K
|
127K
$50.3M
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.04K+ 0.92% |
$450K - $507K
|
114K
$45.2M
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.01K+ 45.08% |
$439K - $494K
|
3.26K
$1.29M
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.01KNew |
$438K - $493K
|
1.01K
$400K
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.01KNew |
$436K - $491K
|
1.01K
$398K
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1KNew |
$434K - $488K
|
1K
$396K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
983+ 4915.0% |
$426K - $480K
|
1K
$397K
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
949New |
$411K - $463K
|
949
$376K
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
949New |
$411K - $463K
|
949
$376K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
940+ 6.37% |
$407K - $459K
|
15.7K
$6.21M
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
935New |
$405K - $456K
|
935
$370K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
922New |
$400K - $450K
|
922
$365K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
900New |
$390K - $439K
|
900
$356K
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
891New |
$386K - $435K
|
891
$353K
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
867New |
$376K - $423K
|
867
$343K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
866New |
$375K - $423K
|
866
$343K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
858+ 3.31% |
$372K - $419K
|
26.8K
$10.6M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
847+ 14.24% |
$367K - $413K
|
6.8K
$2.69M
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
846+ 7.19% |
$367K - $413K
|
12.6K
$4.99M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
840+ 22.48% |
$364K - $410K
|
4.58K
$1.81M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
822+ 41.16% |
$356K - $401K
|
2.82K
$1.12M
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
821New |
$356K - $401K
|
821
$325K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
816New |
$354K - $398K
|
816
$323K
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
815+ 3.43% |
$353K - $398K
|
24.6K
$9.74M
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
789New |
$342K - $385K
|
789
$312K
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
788+ 1.83% |
$342K - $385K
|
43.9K
$17.4M
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
785+ 9.38% |
$340K - $383K
|
9.16K
$3.62M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
779New |
$338K - $380K
|
779
$308K
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
778New |
$337K - $380K
|
778
$308K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
773+ 12.88% |
$335K - $377K
|
6.77K
$2.68M
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
770New |
$334K - $376K
|
770
$305K
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
769New |
$333K - $375K
|
769
$304K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
764+ 5.37% |
$331K - $373K
|
15K
$5.93M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
763+ 147.01% |
$331K - $372K
|
1.28K
$507K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
761+ 30.96% |
$330K - $371K
|
3.22K
$1.27M
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
749New |
$325K - $366K
|
749
$296K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
742+ 15.39% |
$322K - $362K
|
5.56K
$2.2M
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
740+ 366.34% |
$321K - $361K
|
942
$373K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
739+ 109.16% |
$320K - $361K
|
1.42K
$560K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
736+ 7.05% |
$319K - $359K
|
11.2K
$4.42M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
734New |
$318K - $358K
|
734
$290K
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
733+ 3.69% |
$318K - $358K
|
20.6K
$8.14M
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
722+ 0.37% |
$313K - $352K
|
194K
$76.6M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
720New |
$312K - $351K
|
720
$285K
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
715New |
$310K - $349K
|
715
$283K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
713+ 53.21% |
$309K - $348K
|
2.05K
$812K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
707+ 50.68% |
$306K - $345K
|
2.1K
$832K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
696+ 44.44% |
$302K - $340K
|
2.26K
$895K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
694New |
$301K - $339K
|
694
$275K
|