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 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
950+ 6.62% |
$68.8K - $88.2K
|
15.3K
$701K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
946+ 1.42% |
$68.5K - $87.9K
|
67.4K
$3.09M
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
940+ 0.69% |
$68K - $87.3K
|
138K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
937+ 38.72% |
$67.8K - $87K
|
3.36K
$154K
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
931+ 11.02% |
$67.4K - $86.5K
|
9.38K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
924New |
$66.9K - $85.8K
|
924
$42.3K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
924+ 40.87% |
$66.9K - $85.8K
|
3.19K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
924+ 22.49% |
$66.9K - $85.8K
|
5.03K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
BUY
|
- |
922+ 10.05% |
$66.7K - $85.6K
|
10.1K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
920+ 0.83% |
$66.6K - $85.5K
|
112K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
916+ 11.42% |
$66.3K - $85.1K
|
8.94K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
908+ 0.43% |
$65.7K - $84.3K
|
210K
$9.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
902+ 17.89% |
$65.3K - $83.8K
|
5.94K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
900+ 1.48% |
$65.1K - $83.6K
|
61.8K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
890+ 14.52% |
$64.4K - $82.7K
|
7.02K
$321K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
880+ 10.42% |
$63.7K - $81.7K
|
9.32K
$427K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
869+ 22.25% |
$62.9K - $80.7K
|
4.78K
$219K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
867+ 15.62% |
$62.7K - $80.5K
|
6.42K
$294K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
866+ 2.8% |
$62.7K - $80.4K
|
31.7K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
861+ 11.41% |
$62.3K - $80K
|
8.41K
$385K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
861+ 11.41% |
$62.3K - $80K
|
8.41K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
859+ 29.51% |
$62.2K - $79.8K
|
3.77K
$173K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
856+ 140.79% |
$61.9K - $79.5K
|
1.46K
$67K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
852+ 9.91% |
$61.7K - $79.1K
|
9.45K
$432K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
839+ 0.82% |
$60.7K - $77.9K
|
103K
$4.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
835+ 4.22% |
$60.4K - $77.6K
|
20.6K
$945K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
832+ 25.37% |
$60.2K - $77.3K
|
4.11K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
828+ 15.94% |
$59.9K - $76.9K
|
6.02K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
818+ 12.33% |
$59.2K - $76K
|
7.45K
$341K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
814+ 0.36% |
$58.9K - $75.6K
|
227K
$10.4M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
806+ 3.44% |
$58.3K - $74.9K
|
24.3K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
805+ 9.79% |
$58.3K - $74.8K
|
9.03K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
804+ 19.23% |
$58.2K - $74.7K
|
4.99K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
803+ 15.27% |
$58.1K - $74.6K
|
6.06K
$278K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
796+ 8.86% |
$57.6K - $73.9K
|
9.78K
$448K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
791+ 1.22% |
$57.2K - $73.5K
|
65.6K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
785+ 7.54% |
$56.8K - $72.9K
|
11.2K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
782+ 4.04% |
$56.6K - $72.6K
|
20.1K
$922K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
782+ 0.12% |
$56.6K - $72.6K
|
638K
$29.2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
780+ 4.16% |
$56.4K - $72.5K
|
19.5K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
775+ 13.55% |
$56.1K - $72K
|
6.5K
$297K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
772+ 3.85% |
$55.9K - $71.7K
|
20.8K
$954K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
765+ 2.53% |
$55.4K - $71.1K
|
31K
$1.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
763+ 9.79% |
$55.2K - $70.9K
|
8.55K
$392K
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
760+ 1.02% |
$55K - $70.6K
|
75.5K
$3.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
756+ 4.49% |
$54.7K - $70.2K
|
17.6K
$806K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
755+ 0.71% |
$54.6K - $70.1K
|
107K
$4.89M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
744+ 4.7% |
$53.8K - $69.1K
|
16.6K
$758K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
742+ 2.96% |
$53.7K - $68.9K
|
25.8K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
739+ 4.46% |
$53.5K - $68.6K
|
17.3K
$792K
|