Purchases and Sales Made in Q1 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 2023. The information is specifically focused on institutions that hold shares of CVS HEALTH Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
4.37KNew |
$316K - $406K
|
4.37K
$194K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 21.95% |
$315K - $404K
|
24.2K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.35K+ 168.87% |
$314K - $404K
|
6.92K
$307K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4.34K+ 5.7% |
$314K - $403K
|
80.6K
$3.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4.3K+ 19.46% |
$311K - $399K
|
26.4K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.27K+ 0.52% |
$309K - $396K
|
831K
$36.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.17KNew |
$301K - $387K
|
4.17K
$185K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.15K+ 1.16% |
$300K - $385K
|
361K
$16M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.15K+ 21.31% |
$300K - $385K
|
23.6K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
4.14K+ 0.19% |
$299K - $384K
|
2.13M
$94.7M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.13K+ 6.48% |
$299K - $384K
|
67.9K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.13K+ 0.68% |
$299K - $383K
|
612K
$27.1M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.1KNew |
$297K - $381K
|
4.1K
$182K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.1K+ 16.51% |
$296K - $380K
|
28.9K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.08KNew |
$295K - $379K
|
4.08K
$181K
|
|
|
May 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
4.05K+ 3.31% |
$293K - $376K
|
126K
$5.61M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.04K+ 2.31% |
$292K - $375K
|
179K
$7.93M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.01K+ 3.65% |
$290K - $373K
|
114K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
4K+ 44.44% |
$289K - $372K
|
13K
$577K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4K+ 7.22% |
$289K - $372K
|
59.4K
$2.63M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4K+ 3.62% |
$289K - $371K
|
115K
$5.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.97K+ 1.52% |
$287K - $369K
|
264K
$11.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.97K+ 12.71% |
$287K - $369K
|
35.2K
$1.56M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.96K+ 5.12% |
$286K - $367K
|
81.1K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.94K+ 40.33% |
$285K - $366K
|
13.7K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.93K+ 109.68% |
$285K - $365K
|
7.52K
$334K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
3.92KNew |
$284K - $364K
|
3.92K
$174K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
3.89K+ 2.95% |
$282K - $361K
|
136K
$6.02M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.88K+ 0.77% |
$281K - $360K
|
508K
$22.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
3.86K+ 9.33% |
$279K - $358K
|
45.2K
$2.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
3.85K+ 1.29% |
$279K - $358K
|
302K
$13.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.81KNew |
$276K - $354K
|
3.81K
$169K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.81K+ 22.68% |
$275K - $354K
|
20.6K
$913K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.79K+ 224.17% |
$274K - $352K
|
5.49K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.77KNew |
$273K - $351K
|
3.77K
$167K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.74K+ 87.03% |
$270K - $347K
|
8.03K
$356K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.73K+ 125.27% |
$270K - $347K
|
6.71K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
3.73K+ 6.07% |
$270K - $346K
|
65.2K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.73K+ 1.29% |
$270K - $346K
|
293K
$13M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
3.73K+ 2.34% |
$270K - $346K
|
163K
$7.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.7K+ 2.73% |
$268K - $344K
|
139K
$6.19M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.68K+ 4.05% |
$266K - $342K
|
94.4K
$4.19M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.65KNew |
$264K - $339K
|
3.65K
$162K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.65KNew |
$264K - $339K
|
3.65K
$162K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
3.64K+ 1.39% |
$264K - $338K
|
265K
$11.7M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.62KNew |
$262K - $336K
|
3.62K
$161K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.61K+ 20.98% |
$261K - $335K
|
20.8K
$923K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.54K+ 4.63% |
$256K - $329K
|
80.1K
$3.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.5K+ 4.83% |
$253K - $325K
|
76K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.5K+ 10.72% |
$253K - $325K
|
36.2K
$1.6M
|