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 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
390+ 3.06% |
$28.2K - $36.2K
|
13.1K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
381+ 13.66% |
$27.6K - $35.4K
|
3.17K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
379+ 0.62% |
$27.4K - $35.2K
|
61.6K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
370+ 0.19% |
$26.8K - $34.4K
|
193K
$8.58M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
BUY
|
- |
370+ 4.38% |
$26.8K - $34.4K
|
8.82K
$391K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
363+ 7.06% |
$26.3K - $33.7K
|
5.5K
$244K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
362+ 0.44% |
$26.2K - $33.6K
|
82.6K
$3.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
357+ 1.16% |
$25.8K - $33.2K
|
31.2K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
356+ 0.72% |
$25.8K - $33.1K
|
49.6K
$2.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
355+ 4.44% |
$25.7K - $33K
|
8.36K
$371K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
354+ 5.42% |
$25.6K - $32.9K
|
6.88K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
349+ 0.52% |
$25.3K - $32.4K
|
67K
$2.97M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
346+ 1.06% |
$25K - $32.1K
|
33.1K
$1.47M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
345+ 10.1% |
$25K - $32K
|
3.76K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
344+ 8.05% |
$24.9K - $32K
|
4.62K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
342+ 2.32% |
$24.8K - $31.8K
|
15.1K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
337+ 0.66% |
$24.4K - $31.3K
|
51.3K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
334+ 0.84% |
$24.2K - $31K
|
40.1K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
325New |
$23.5K - $30.2K
|
325
$14.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
322+ 11.3% |
$23.3K - $29.9K
|
3.17K
$141K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
321+ 4.91% |
$23.2K - $29.8K
|
6.85K
$304K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
316+ 5.64% |
$22.9K - $29.4K
|
5.92K
$263K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
313+ 1.0% |
$22.7K - $29.1K
|
31.5K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
312+ 1.29% |
$22.6K - $29K
|
24.5K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
311+ 0.98% |
$22.5K - $28.9K
|
32K
$1.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
310+ 9.65% |
$22.4K - $28.8K
|
3.52K
$156K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
309+ 6.96% |
$22.4K - $28.7K
|
4.75K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
309New |
$22.4K - $28.7K
|
309
$13.7K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
308+ 6.59% |
$22.3K - $28.6K
|
4.99K
$221K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
304+ 0.99% |
$22K - $28.2K
|
30.9K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 1.0% |
$21.7K - $27.9K
|
30.4K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
298+ 1.88% |
$21.6K - $27.7K
|
16.2K
$718K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
293+ 3.18% |
$21.2K - $27.2K
|
9.5K
$422K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
287+ 6.43% |
$20.8K - $26.7K
|
4.75K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
286+ 5.69% |
$20.7K - $26.6K
|
5.31K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
285+ 3.46% |
$20.6K - $26.5K
|
8.51K
$378K
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
282+ 564.0% |
$20.4K - $26.2K
|
332
$14.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
281+ 13.42% |
$20.3K - $26.1K
|
2.38K
$105K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
271+ 903.33% |
$19.6K - $25.2K
|
301
$13.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
269+ 2.19% |
$19.5K - $25K
|
12.6K
$558K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
266+ 3.2% |
$19.3K - $24.7K
|
8.59K
$381K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
264+ 13.02% |
$19.1K - $24.5K
|
2.29K
$102K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
264+ 0.66% |
$19.1K - $24.5K
|
40.1K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
259+ 1.34% |
$18.7K - $24.1K
|
19.6K
$868K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
258+ 1.71% |
$18.7K - $24K
|
15.3K
$681K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
254+ 1.59% |
$18.4K - $23.6K
|
16.3K
$721K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
248+ 5.95% |
$17.9K - $23K
|
4.42K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
245+ 2.48% |
$17.7K - $22.8K
|
10.1K
$449K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
234+ 1.65% |
$16.9K - $21.7K
|
14.4K
$641K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
230+ 2.92% |
$16.6K - $21.4K
|
8.1K
$359K
|