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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.5KNew |
$253K - $325K
|
3.5K
$154K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
3.44K+ 3.16% |
$249K - $319K
|
112K
$4.94M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
3.43K+ 1.81% |
$248K - $318K
|
193K
$8.48M
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
3.4K+ 72.34% |
$246K - $316K
|
8.1K
$356K
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
3.4KNew |
$246K - $315K
|
3.4K
$149K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.35KNew |
$242K - $311K
|
3.35K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.34K+ 9.05% |
$242K - $311K
|
40.3K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
3.33K+ 11.92% |
$241K - $310K
|
31.3K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.33K+ 7.59% |
$241K - $310K
|
47.2K
$2.08M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.32K+ 22.61% |
$240K - $308K
|
18K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.32K+ 3.26% |
$240K - $308K
|
105K
$4.61M
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.31K+ 7.24% |
$240K - $308K
|
49K
$2.15M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.31KNew |
$239K - $307K
|
3.31K
$145K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.29K+ 4.88% |
$238K - $306K
|
70.8K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.29K+ 3.24% |
$238K - $305K
|
105K
$4.61M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.29K+ 0.39% |
$238K - $305K
|
849K
$37.3M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.28KNew |
$237K - $305K
|
3.28K
$144K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 17.71% |
$237K - $304K
|
21.8K
$956K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.27K+ 15.04% |
$236K - $303K
|
25K
$1.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.26K+ 4.75% |
$236K - $303K
|
72K
$3.16M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.25K+ 7.71% |
$235K - $302K
|
45.4K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.22KNew |
$233K - $299K
|
3.22K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 113.59% |
$229K - $293K
|
5.94K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.16K+ 14.87% |
$228K - $293K
|
24.4K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
3.15KNew |
$228K - $293K
|
3.15K
$139K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
3.12K+ 1.28% |
$225K - $289K
|
247K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.1KNew |
$224K - $288K
|
3.1K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.1K+ 51.67% |
$224K - $288K
|
9.1K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
3.08KNew |
$223K - $286K
|
3.08K
$135K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.07K+ 1.06% |
$222K - $285K
|
293K
$12.9M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.07KNew |
$222K - $285K
|
3.07K
$135K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.06K+ 10.99% |
$222K - $284K
|
30.9K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.05KNew |
$221K - $283K
|
3.05K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
3.04K+ 2.92% |
$220K - $283K
|
107K
$4.71M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.04K+ 4.1% |
$220K - $282K
|
77.2K
$3.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.03K+ 56.9% |
$219K - $282K
|
8.36K
$367K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.97K+ 3.15% |
$215K - $276K
|
97.2K
$4.27M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.94K+ 18.85% |
$213K - $273K
|
18.5K
$814K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.93K+ 17.16% |
$212K - $272K
|
20K
$878K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
2.92K+ 0.1% |
$211K - $271K
|
3.01M
$132M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
2.92K+ 0.1% |
$211K - $271K
|
3.01M
$132M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.91K+ 5.3% |
$211K - $270K
|
57.8K
$2.54M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.91K+ 52.48% |
$210K - $270K
|
8.44K
$371K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$209K - $268K
|
2.89K
$127K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.88K+ 12.47% |
$208K - $267K
|
26K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
$206K - $264K
|
2.85K
$125K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.84K+ 11.96% |
$205K - $263K
|
26.5K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.83KNew |
$205K - $263K
|
2.83K
$124K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.81K+ 3.89% |
$203K - $261K
|
74.9K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.81K+ 2.53% |
$203K - $261K
|
114K
$5M
|