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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.75K+ 37.76% |
$127K - $163K
|
6.38K
$283K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.75K+ 1.62% |
$127K - $162K
|
109K
$4.85M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.74K+ 12.76% |
$126K - $162K
|
15.4K
$684K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.74K+ 3.63% |
$126K - $162K
|
49.8K
$2.21M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.73K+ 54.21% |
$125K - $160K
|
4.91K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 35.75% |
$124K - $160K
|
6.53K
$290K
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
1.71K+ 3.44% |
$124K - $159K
|
51.4K
$2.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
1.7K+ 19.1% |
$123K - $158K
|
10.6K
$471K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.7K+ 321.97% |
$123K - $158K
|
2.23K
$98.8K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.68K+ 6.39% |
$121K - $156K
|
27.9K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.67K+ 10.42% |
$121K - $155K
|
17.7K
$783K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.62K+ 13.99% |
$117K - $151K
|
13.2K
$587K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.61K+ 2.77% |
$117K - $150K
|
59.8K
$2.65M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.61K+ 11.88% |
$116K - $149K
|
15.1K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.61K+ 20.05% |
$116K - $149K
|
9.62K
$427K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.61K+ 11.54% |
$116K - $149K
|
15.5K
$689K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.6K+ 2.33% |
$116K - $149K
|
70.4K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.58K+ 9.35% |
$114K - $147K
|
18.5K
$820K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.57K+ 3.08% |
$114K - $146K
|
52.6K
$2.33M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 8.95% |
$114K - $146K
|
19.1K
$848K
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.57K+ 2.27% |
$113K - $146K
|
70.5K
$3.13M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 6.54% |
$113K - $145K
|
25.4K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.54K+ 12.32% |
$111K - $143K
|
14K
$623K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.54K+ 20.58% |
$111K - $143K
|
9K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.52K+ 1.48% |
$110K - $141K
|
104K
$4.63M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.5K+ 4687.5% |
$109K - $139K
|
1.53K
$68K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.48K+ 28.09% |
$107K - $138K
|
6.76K
$300K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.48K+ 6.17% |
$107K - $138K
|
25.5K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.47K+ 17.91% |
$107K - $137K
|
9.69K
$430K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.47K+ 9.86% |
$106K - $137K
|
16.4K
$727K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.46K+ 22.78% |
$106K - $136K
|
7.88K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
1.45K+ 2.31% |
$105K - $135K
|
64.2K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.45K+ 5.25% |
$105K - $135K
|
29K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.44K+ 3.01% |
$104K - $134K
|
49.2K
$2.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.44K+ 3.13% |
$104K - $134K
|
47.4K
$2.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.43K+ 2.36% |
$104K - $133K
|
62.2K
$2.76M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.43K+ 10.89% |
$103K - $132K
|
14.5K
$644K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.4K+ 2.86% |
$101K - $130K
|
50.5K
$2.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1.39K+ 1.87% |
$100K - $129K
|
75.5K
$3.35M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.38K+ 6.22% |
$99.9K - $128K
|
23.6K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.38K+ 9.06% |
$99.9K - $128K
|
16.6K
$738K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.38K+ 56.02% |
$99.9K - $128K
|
3.85K
$171K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.37K+ 9.8% |
$99K - $127K
|
15.3K
$680K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.34K+ 18.65% |
$97K - $124K
|
8.53K
$378K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.29K+ 5.78% |
$93.4K - $120K
|
23.6K
$1.05M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
1.27K+ 4.05% |
$92.1K - $118K
|
32.7K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.27K+ 5.85% |
$91.8K - $118K
|
23K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.27K+ 7.66% |
$91.7K - $118K
|
17.8K
$790K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.27K+ 19.6% |
$91.7K - $118K
|
7.73K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.26K+ 3.95% |
$90.9K - $117K
|
33.1K
$1.47M
|