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 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.8K+ 0.39% |
$203K - $260K
|
714K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.8K+ 539.58% |
$202K - $260K
|
3.31K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.79K+ 2.04% |
$202K - $259K
|
140K
$6.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.79KNew |
$202K - $259K
|
2.79K
$124K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.75K+ 4.93% |
$199K - $256K
|
58.5K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.75K+ 24.91% |
$199K - $255K
|
13.8K
$612K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.75K+ 6.63% |
$199K - $255K
|
44.2K
$1.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.75K+ 1.93% |
$199K - $255K
|
145K
$6.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.73K+ 10.4% |
$198K - $254K
|
29K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.72K+ 12.54% |
$197K - $252K
|
24.4K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.72K+ 27.72% |
$197K - $252K
|
12.5K
$555K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.71KNew |
$196K - $252K
|
2.71K
$120K
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.7K+ 6.89% |
$195K - $251K
|
41.9K
$1.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.69K+ 20.07% |
$195K - $250K
|
16.1K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.69K+ 14.45% |
$195K - $250K
|
21.3K
$945K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.69K+ 8.18% |
$195K - $250K
|
35.6K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.67K+ 5.67% |
$193K - $248K
|
49.8K
$2.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.66K+ 76.9% |
$193K - $247K
|
6.13K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.65K+ 50.0% |
$192K - $246K
|
7.95K
$353K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.61K+ 0.34% |
$189K - $242K
|
771K
$34.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.61K+ 4.68% |
$189K - $242K
|
58.2K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.61K+ 0.37% |
$189K - $242K
|
711K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.6K+ 19.23% |
$188K - $242K
|
16.1K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.57K+ 13.86% |
$186K - $238K
|
21.1K
$935K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
2.55K+ 13.92% |
$184K - $237K
|
20.9K
$926K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 12.15% |
$181K - $233K
|
23.1K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.5K+ 24.79% |
$181K - $232K
|
12.6K
$559K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.45K+ 10.36% |
$177K - $227K
|
26K
$1.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.43K+ 10.09% |
$176K - $226K
|
26.5K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.41K+ 26.84% |
$175K - $224K
|
11.4K
$506K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 3.27% |
$171K - $220K
|
74.6K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
2.36K+ 1.56% |
$170K - $219K
|
153K
$6.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.35K+ 4.6% |
$170K - $218K
|
53.4K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
2.35K+ 34.02% |
$170K - $218K
|
9.24K
$410K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.33K+ 10.17% |
$169K - $217K
|
25.2K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.33K+ 1.51% |
$169K - $216K
|
156K
$6.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
2.32K+ 4.03% |
$168K - $216K
|
59.9K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.3K+ 2.79% |
$167K - $214K
|
85K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.3K+ 1.17% |
$167K - $214K
|
199K
$8.85M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
2.3K+ 8.25% |
$166K - $213K
|
30.1K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
2.27K+ 2.49% |
$164K - $210K
|
93.1K
$4.13M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.27K+ 2.79% |
$164K - $210K
|
83.3K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.26K+ 33.94% |
$163K - $210K
|
8.91K
$395K
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
2.25K+ 30.02% |
$163K - $209K
|
9.73K
$431K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.24K+ 349.22% |
$162K - $208K
|
2.88K
$128K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.23K+ 7.31% |
$161K - $207K
|
32.7K
$1.45M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
2.23K+ 11.74% |
$161K - $207K
|
21.2K
$940K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.21K+ 51.68% |
$160K - $206K
|
6.5K
$288K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.2K+ 1.02% |
$159K - $204K
|
219K
$9.69M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.2K+ 68.13% |
$159K - $204K
|
5.43K
$241K
|