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 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
228+ 8.15% |
$16.5K - $21.2K
|
3.02K
$134K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
225+ 0.29% |
$16.3K - $20.9K
|
78.2K
$3.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
225+ 6.55% |
$16.3K - $20.9K
|
3.66K
$162K
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
225+ 0.29% |
$16.3K - $20.9K
|
76.9K
$3.41M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
221+ 8.41% |
$16K - $20.5K
|
2.85K
$126K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
217+ 5.2% |
$15.7K - $20.2K
|
4.39K
$195K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
216+ 7.39% |
$15.6K - $20.1K
|
3.14K
$139K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
213+ 1.71% |
$15.4K - $19.8K
|
12.6K
$561K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
211+ 0.98% |
$15.3K - $19.6K
|
21.8K
$967K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
211+ 3.11% |
$15.3K - $19.6K
|
7K
$311K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
207+ 0.7% |
$15K - $19.2K
|
29.7K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
206+ 0.75% |
$14.9K - $19.1K
|
27.7K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
205+ 1.88% |
$14.8K - $19K
|
11.1K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
204+ 1.11% |
$14.8K - $18.9K
|
18.6K
$823K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
202+ 0.98% |
$14.6K - $18.8K
|
20.9K
$925K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
200+ 35.4% |
$14.5K - $18.6K
|
765
$33.9K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
199+ 39.48% |
$14.4K - $18.5K
|
703
$31.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
195+ 3.59% |
$14.1K - $18.1K
|
5.63K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
194+ 1.76% |
$14K - $18K
|
11.2K
$496K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
190+ 0.58% |
$13.8K - $17.6K
|
32.9K
$1.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
187+ 0.85% |
$13.5K - $17.4K
|
22.3K
$988K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
184New |
$13.3K - $17.1K
|
184
$8.16K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
176+ 1.09% |
$12.7K - $16.3K
|
16.4K
$727K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176New |
$12.7K - $16.3K
|
176
$7.81K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
175+ 2.13% |
$12.7K - $16.3K
|
8.38K
$372K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 6.41% |
$12.6K - $16.2K
|
2.89K
$128K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
174+ 4.17% |
$12.6K - $16.2K
|
4.35K
$193K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
167+ 4.69% |
$12.1K - $15.5K
|
3.73K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
166+ 0.98% |
$12K - $15.4K
|
17.1K
$757K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
158+ 1.2% |
$11.4K - $14.7K
|
13.3K
$592K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
156New |
$11.3K - $14.5K
|
156
$6.92K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
155+ 3.85% |
$11.2K - $14.4K
|
4.18K
$185K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
150+ 0.25% |
$10.9K - $13.9K
|
59K
$2.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150+ 2.17% |
$10.9K - $13.9K
|
7.05K
$313K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
150+ 1.64% |
$10.9K - $13.9K
|
9.3K
$413K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
148+ 778.95% |
$10.7K - $13.7K
|
167
$7.41K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
144+ 800.0% |
$10.4K - $13.4K
|
162
$7.19K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
144+ 2.08% |
$10.4K - $13.4K
|
7.07K
$314K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
144+ 2.08% |
$10.4K - $13.4K
|
7.07K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
143+ 1.21% |
$10.3K - $13.3K
|
12K
$531K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
142+ 4.92% |
$10.3K - $13.2K
|
3.03K
$134K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
137+ 0.32% |
$9.91K - $12.7K
|
43.1K
$1.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
137+ 4.88% |
$9.91K - $12.7K
|
2.94K
$131K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
137+ 4.59% |
$9.91K - $12.7K
|
3.12K
$138K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
135+ 3.09% |
$9.77K - $12.5K
|
4.5K
$200K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
133+ 1662.5% |
$9.63K - $12.4K
|
141
$6.25K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
130+ 0.21% |
$9.41K - $12.1K
|
60.9K
$2.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
130+ 2.07% |
$9.41K - $12.1K
|
6.41K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
128+ 4.84% |
$9.26K - $11.9K
|
2.77K
$123K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
127+ 0.14% |
$9.19K - $11.8K
|
90.3K
$4.01M
|