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 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
551+ 6.99% |
$39.9K - $51.2K
|
8.44K
$374K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
551+ 5.91% |
$39.9K - $51.2K
|
9.87K
$438K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
547+ 9.12% |
$39.6K - $50.8K
|
6.55K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
547+ 8.95% |
$39.6K - $50.8K
|
6.66K
$295K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
544+ 5.95% |
$39.4K - $50.5K
|
9.68K
$430K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
532+ 14.24% |
$38.5K - $49.4K
|
4.27K
$189K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
530+ 0.45% |
$38.4K - $49.2K
|
119K
$5.29M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
529+ 9.95% |
$38.3K - $49.1K
|
5.85K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
528+ 2.45% |
$38.2K - $49K
|
22.1K
$981K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
520+ 2.83% |
$37.6K - $48.3K
|
18.9K
$837K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
516+ 4.11% |
$37.3K - $47.9K
|
13.1K
$580K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
513+ 3.05% |
$37.1K - $47.7K
|
17.3K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
511+ 7.22% |
$37K - $47.5K
|
7.59K
$337K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
507+ 10.57% |
$36.7K - $47.1K
|
5.31K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
507+ 3.45% |
$36.7K - $47.1K
|
15.2K
$675K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
505+ 1.78% |
$36.5K - $46.9K
|
28.8K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
503+ 10.14% |
$36.4K - $46.7K
|
5.46K
$242K
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 0.1% |
$36.2K - $46.4K
|
500K
$22.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500+ 166.67% |
$36.2K - $46.4K
|
800
$35.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
496+ 1.54% |
$35.9K - $46.1K
|
32.7K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
490+ 0.52% |
$35.5K - $45.5K
|
95.3K
$4.23M
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
490+ 11.45% |
$35.5K - $45.5K
|
4.77K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
485+ 8.87% |
$35.1K - $45.1K
|
5.95K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
485+ 21.77% |
$35.1K - $45.1K
|
2.71K
$120K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
460+ 2.14% |
$33.3K - $42.7K
|
22K
$974K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
460+ 3.62% |
$33.3K - $42.7K
|
13.2K
$584K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
459+ 4.34% |
$33.2K - $42.6K
|
11K
$489K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
459+ 6.36% |
$33.2K - $42.6K
|
7.67K
$340K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
459+ 6.59% |
$33.2K - $42.6K
|
7.42K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
458+ 0.27% |
$33.1K - $42.5K
|
170K
$7.52M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
457+ 0.9% |
$33.1K - $42.5K
|
51K
$2.26M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
455+ 0.72% |
$32.9K - $42.3K
|
63.4K
$2.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
452+ 14.26% |
$32.7K - $42K
|
3.62K
$161K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
451+ 1.45% |
$32.6K - $41.9K
|
31.6K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
450+ 2.1% |
$32.6K - $41.8K
|
21.9K
$970K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
446+ 0.89% |
$32.3K - $41.4K
|
50.4K
$2.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
439+ 2.15% |
$31.8K - $40.8K
|
20.9K
$927K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
437+ 5.56% |
$31.6K - $40.6K
|
8.29K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
422+ 0.75% |
$30.5K - $39.2K
|
56.4K
$2.5M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
416+ 9.76% |
$30.1K - $38.6K
|
4.68K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
409+ 200.49% |
$29.6K - $38K
|
613
$27.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
406+ 0.16% |
$29.4K - $37.7K
|
252K
$11.2M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
403+ 247.24% |
$29.2K - $37.4K
|
566
$25.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
400+ 178.57% |
$28.9K - $37.2K
|
624
$27.7K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400+ 8.89% |
$28.9K - $37.2K
|
4.9K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
400+ 10.0% |
$28.9K - $37.2K
|
4.4K
$195K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
BUY
|
- |
400+ 1.46% |
$28.9K - $37.2K
|
27.9K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
397+ 14.86% |
$28.7K - $36.9K
|
3.07K
$136K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
392+ 3.13% |
$28.4K - $36.4K
|
12.9K
$573K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
391+ 11.71% |
$28.3K - $36.3K
|
3.73K
$166K
|