Purchases and Sales Made in Q2 2023 in Cardinal Health Inc (CAH)
This table provides information about the institutional ownership of Cardinal Health Inc (CAH) during Q2 2023. The information is specifically focused on institutions that hold shares of CARDINAL HEALTH INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 2.97% |
$2.99K - $3.69K
|
1.35K
$173K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 2.97% |
$2.99K - $3.69K
|
1.35K
$173K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 0.62% |
$2.61K - $3.22K
|
5.55K
$712K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
31+ 0.61% |
$2.38K - $2.93K
|
5.14K
$660K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 4.43% |
$2.3K - $2.84K
|
707
$90.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28+ 200.0% |
$2.15K - $2.65K
|
42
$5.39K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
27+ 8.06% |
$2.07K - $2.55K
|
362
$46.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
27+ 0.61% |
$2.07K - $2.55K
|
4.46K
$572K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26New |
$1.99K - $2.46K
|
26
$3.34K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 19.23% |
$1.92K - $2.36K
|
155
$19.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 1.2% |
$1.84K - $2.27K
|
2.02K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 47.83% |
$1.69K - $2.08K
|
68
$8.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
22+ 0.49% |
$1.69K - $2.08K
|
4.53K
$581K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 80.77% |
$1.61K - $1.99K
|
47
$6.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
20New |
$1.53K - $1.89K
|
20
$2.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
20+ 1.3% |
$1.53K - $1.89K
|
1.56K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 285.71% |
$1.53K - $1.89K
|
27
$3.47K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
19+ 0.85% |
$1.46K - $1.8K
|
2.27K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19+ 25.0% |
$1.46K - $1.8K
|
95
$12.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
18+ 0.4% |
$1.38K - $1.7K
|
4.48K
$576K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
17New |
$1.3K - $1.61K
|
17
$2.18K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 3.02% |
$1.3K - $1.61K
|
579
$74.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 1.1% |
$997 - $1.23K
|
1.2K
$154K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 7.89% |
$920 - $1.13K
|
164
$21.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 171.43% |
$920 - $1.13K
|
19
$2.44K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10New |
$767 - $946
|
10
$1.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10+ 0.15% |
$767 - $946
|
6.67K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$767 - $946
|
10
$1.28K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 10.99% |
$767 - $946
|
101
$13K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
10+ 0.27% |
$767 - $946
|
3.77K
$484K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 10.91% |
$460 - $567
|
61
$7.83K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$460 - $567
|
6
$770
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5+ 0.02% |
$383 - $473
|
21.6K
$2.77M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 8.89% |
$307 - $378
|
49
$6.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.64% |
$307 - $378
|
631
$81K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
4+ 0.07% |
$307 - $378
|
5.75K
$739K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
4+ 0.09% |
$307 - $378
|
4.6K
$591K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.73% |
$230 - $284
|
412
$52.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$230 - $284
|
3
$385
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.76% |
$230 - $284
|
397
$51K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
3+ 0.1% |
$230 - $284
|
3K
$386K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2+ 0.41% |
$153 - $189
|
485
$62.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
2+ 0.01% |
$153 - $189
|
25.4K
$3.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.4% |
$153 - $189
|
504
$64.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.55% |
$153 - $189
|
365
$46.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.64% |
$76.7 - $94.6
|
158
$20.3K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.04% |
$76.7 - $94.6
|
2.25K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1+ 6.67% |
$76.7 - $94.6
|
16
$2.05K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.64% |
$76.7 - $94.6
|
158
$20.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$76.7 - $94.6
|
456
$58.5K
|