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 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.19K+ 12.95% |
$159K - $204K
|
19.1K
$849K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.19K+ 16.61% |
$159K - $204K
|
15.4K
$683K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
2.16K+ 19.66% |
$156K - $201K
|
13.2K
$584K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.16K+ 9.38% |
$156K - $201K
|
25.2K
$1.12M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.15K+ 1.69% |
$156K - $200K
|
129K
$5.74M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.15K+ 1.69% |
$156K - $200K
|
129K
$5.74M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.14K+ 12.48% |
$155K - $198K
|
19.3K
$854K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
2.12K+ 2.5% |
$153K - $197K
|
87K
$3.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.12K+ 15.19% |
$153K - $196K
|
16K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.11KNew |
$153K - $196K
|
2.11K
$93.6K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.1K+ 3.72% |
$152K - $195K
|
58.5K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.08K+ 3.73% |
$151K - $193K
|
57.9K
$2.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2.07K+ 5.22% |
$150K - $192K
|
41.7K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.07K+ 30.65% |
$150K - $192K
|
8.81K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
2.07K+ 30.65% |
$150K - $192K
|
8.81K
$391K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.06K+ 60.19% |
$149K - $191K
|
5.49K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.04K+ 5.28% |
$148K - $190K
|
40.7K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.04K+ 2.71% |
$148K - $189K
|
77.2K
$3.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
2.03K+ 20.13% |
$147K - $189K
|
12.1K
$538K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.03K+ 101.4% |
$147K - $188K
|
4.03K
$179K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.02K+ 7.57% |
$146K - $188K
|
28.7K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.01K+ 3.3% |
$145K - $186K
|
62.8K
$2.78M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2K+ 981.86% |
$145K - $186K
|
2.21K
$97.9K
|
|
|
May 11, 2023
Q1 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2K+ 1.17% |
$145K - $186K
|
173K
$7.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.99K+ 40.95% |
$144K - $185K
|
6.85K
$304K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.99K+ 5.74% |
$144K - $184K
|
36.6K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.99KNew |
$144K - $184K
|
1.99K
$88.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
1.98K+ 5.33% |
$143K - $184K
|
39.1K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.97K+ 9.52% |
$143K - $183K
|
22.7K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.97K+ 5.85% |
$142K - $183K
|
35.6K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.96K+ 78.4% |
$142K - $182K
|
4.46K
$198K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.94K+ 1.18% |
$140K - $180K
|
166K
$7.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.93K+ 5.4% |
$139K - $179K
|
37.6K
$1.67M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 6.86% |
$139K - $178K
|
29.9K
$1.33M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.92K+ 46.48% |
$139K - $178K
|
6.05K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.92K+ 7.77% |
$139K - $178K
|
26.6K
$1.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.91K+ 2.18% |
$138K - $178K
|
89.6K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$138K - $177K
|
1.9K
$84.5K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.86K+ 1.64% |
$134K - $173K
|
115K
$5.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.84K+ 4.57% |
$133K - $171K
|
42.2K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.84K+ 3.41% |
$133K - $170K
|
55.7K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.83K+ 1473.39% |
$132K - $170K
|
1.95K
$86.5K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 303.67% |
$132K - $169K
|
2.42K
$107K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.81KNew |
$131K - $168K
|
1.81K
$80.3K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.8K+ 13.55% |
$130K - $167K
|
15.1K
$668K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.79K+ 1481.82% |
$130K - $167K
|
1.91K
$84.9K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.79K+ 2.4% |
$130K - $166K
|
76.4K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.78KNew |
$128K - $165K
|
1.78K
$78.7K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.76K+ 30.99% |
$127K - $163K
|
7.44K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.76K+ 42.85% |
$127K - $163K
|
5.85K
$260K
|