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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
126+ 2.72% |
$9.12K - $11.7K
|
4.76K
$211K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
125+ 2.35% |
$9.05K - $11.6K
|
5.44K
$241K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
125+ 1.19% |
$9.05K - $11.6K
|
10.7K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
124+ 0.6% |
$8.97K - $11.5K
|
20.7K
$919K
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
120+ 0.15% |
$8.68K - $11.1K
|
82.3K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
114+ 1.37% |
$8.25K - $10.6K
|
8.43K
$374K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
114+ 0.29% |
$8.25K - $10.6K
|
39.9K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
113+ 2.83% |
$8.18K - $10.5K
|
4.11K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
112+ 0.77% |
$8.11K - $10.4K
|
14.6K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
112+ 3.13% |
$8.11K - $10.4K
|
3.69K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
112New |
$8.11K - $10.4K
|
112
$4.97K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
110+ 1.68% |
$7.96K - $10.2K
|
6.67K
$296K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
108+ 4.0% |
$7.82K - $10K
|
2.81K
$124K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
108+ 0.79% |
$7.82K - $10K
|
13.8K
$611K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
105+ 0.38% |
$7.6K - $9.75K
|
27.9K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
105+ 0.19% |
$7.6K - $9.75K
|
54.8K
$2.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
103+ 2.69% |
$7.45K - $9.57K
|
3.93K
$174K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
102+ 2.91% |
$7.38K - $9.47K
|
3.61K
$160K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
101+ 1.62% |
$7.31K - $9.38K
|
6.32K
$280K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
100+ 2.04% |
$7.24K - $9.29K
|
5K
$222K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
100+ 0.71% |
$7.24K - $9.29K
|
14.2K
$630K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$7.24K - $9.29K
|
100
$4.44K
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
100+ 0.27% |
$7.24K - $9.29K
|
36.8K
$1.63M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
100New |
$7.24K - $9.29K
|
100
$4.44K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
98+ 0.69% |
$7.09K - $9.1K
|
14.4K
$638K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
98+ 2.8% |
$7.09K - $9.1K
|
3.6K
$160K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
95+ 0.97% |
$6.88K - $8.82K
|
9.91K
$440K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
95+ 0.84% |
$6.88K - $8.82K
|
11.4K
$504K
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
92+ 0.19% |
$6.66K - $8.55K
|
49.7K
$2.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
91+ 3.0% |
$6.59K - $8.45K
|
3.13K
$139K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
90New |
$6.51K - $8.36K
|
90
$3.99K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
88+ 43.78% |
$6.37K - $8.17K
|
289
$12.8K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
88+ 1.37% |
$6.37K - $8.17K
|
6.5K
$288K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
88+ 0.37% |
$6.37K - $8.17K
|
23.9K
$1.06M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
85+ 1.36% |
$6.15K - $7.9K
|
6.32K
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
85+ 5.3% |
$6.15K - $7.9K
|
1.69K
$75K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
85+ 2.27% |
$6.15K - $7.9K
|
3.83K
$170K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
82+ 2.49% |
$5.93K - $7.62K
|
3.37K
$150K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
82+ 0.15% |
$5.93K - $7.62K
|
53.2K
$2.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
81+ 0.78% |
$5.86K - $7.52K
|
10.5K
$464K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
81+ 36.16% |
$5.86K - $7.52K
|
305
$13.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
77+ 5.05% |
$5.57K - $7.15K
|
1.6K
$71K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
77+ 0.21% |
$5.57K - $7.15K
|
37.6K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
76+ 0.44% |
$5.5K - $7.06K
|
17.4K
$771K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
76+ 25.08% |
$5.5K - $7.06K
|
379
$16.8K
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
75+ 0.23% |
$5.43K - $6.97K
|
32.7K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
75+ 2.61% |
$5.43K - $6.97K
|
2.95K
$131K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
72+ 13.21% |
$5.21K - $6.69K
|
617
$27.4K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
70+ 1.69% |
$5.07K - $6.5K
|
4.22K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
70New |
$5.07K - $6.5K
|
70
$3.11K
|