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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
739+ 4.46% |
$53.5K - $68.6K
|
17.3K
$831K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
735+ 1.72% |
$53.2K - $68.3K
|
43.4K
$2.08M
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
732+ 1.8% |
$53K - $68K
|
41.3K
$1.98M
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
723+ 1.41% |
$52.3K - $67.2K
|
52.2K
$2.5M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
723+ 0.65% |
$52.3K - $67.2K
|
112K
$5.39M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
719+ 0.05% |
$52K - $66.8K
|
1.36M
$65.2M
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
712+ 0.74% |
$51.5K - $66.1K
|
96.3K
$4.63M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
710+ 3.47% |
$51.4K - $66K
|
21.2K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
709+ 4.47% |
$51.3K - $65.9K
|
16.6K
$796K
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
706+ 7.44% |
$51.1K - $65.6K
|
10.2K
$490K
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
705+ 4.54% |
$51K - $65.5K
|
16.2K
$780K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
704+ 46.68% |
$50.9K - $65.4K
|
2.21K
$106K
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
700+ 12.96% |
$50.7K - $65K
|
6.1K
$293K
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
700+ 22.89% |
$50.7K - $65K
|
3.76K
$180K
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 30.53% |
$50.7K - $65K
|
2.99K
$144K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
695+ 45.78% |
$50.3K - $64.6K
|
2.21K
$106K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
694+ 963.89% |
$50.2K - $64.5K
|
766
$36.8K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
694New |
$50.2K - $64.5K
|
694
$33.3K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
692+ 24.2% |
$50.1K - $64.3K
|
3.55K
$170K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
691+ 22.41% |
$50K - $64.2K
|
3.78K
$181K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
689+ 3.8% |
$49.9K - $64K
|
18.8K
$904K
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
682+ 3.9% |
$49.4K - $63.4K
|
18.1K
$871K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
677+ 0.18% |
$49K - $62.9K
|
387K
$18.6M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
673+ 5.83% |
$48.7K - $62.5K
|
12.2K
$586K
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
672+ 18.82% |
$48.6K - $62.4K
|
4.24K
$204K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
666+ 24.69% |
$48.2K - $61.9K
|
3.36K
$161K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
662+ 1.18% |
$47.9K - $61.5K
|
56.7K
$2.72M
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
660+ 5.22% |
$47.8K - $61.3K
|
13.3K
$638K
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
653+ 3.13% |
$47.3K - $60.7K
|
21.5K
$1.03M
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
639+ 92.21% |
$46.2K - $59.4K
|
1.33K
$63.9K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
638+ 3.07% |
$46.2K - $59.3K
|
21.4K
$1.03M
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
621+ 11.54% |
$44.9K - $57.7K
|
6K
$288K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
613+ 7.24% |
$44.4K - $56.9K
|
9.08K
$436K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
610New |
$44.1K - $56.7K
|
610
$29.3K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
605+ 1.66% |
$43.8K - $56.2K
|
37K
$1.77M
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
604New |
$43.7K - $56.1K
|
604
$29K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
595+ 22.34% |
$43.1K - $55.3K
|
3.26K
$156K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
590+ 11.37% |
$42.7K - $54.8K
|
5.78K
$277K
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
589+ 9.17% |
$42.6K - $54.7K
|
7.01K
$337K
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
587+ 1.58% |
$42.5K - $54.5K
|
37.7K
$1.81M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
587+ 3.57% |
$42.5K - $54.5K
|
17K
$818K
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
582+ 2.2% |
$42.1K - $54.1K
|
27K
$1.3M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
580+ 4.08% |
$42K - $53.9K
|
14.8K
$710K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
578+ 3.0% |
$41.8K - $53.7K
|
19.8K
$952K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
576+ 1.61% |
$41.7K - $53.5K
|
36.5K
$1.75M
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
561+ 16.44% |
$40.6K - $52.1K
|
3.97K
$191K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
560+ 36.7% |
$40.5K - $52K
|
2.09K
$100K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
560+ 1244.44% |
$40.5K - $52K
|
605
$29K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
556New |
$40.2K - $51.6K
|
556
$26.7K
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
556+ 0.43% |
$40.2K - $51.6K
|
129K
$6.18M
|