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 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
70+ 1.04% |
$5.07K - $6.5K
|
6.83K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
68+ 0.68% |
$4.92K - $6.32K
|
10.1K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67+ 0.93% |
$4.85K - $6.22K
|
7.3K
$324K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
65+ 1.85% |
$4.7K - $6.04K
|
3.58K
$159K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
64+ 1.76% |
$4.63K - $5.94K
|
3.7K
$164K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
63+ 1.08% |
$4.56K - $5.85K
|
5.92K
$262K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
63+ 5.66% |
$4.56K - $5.85K
|
1.18K
$52.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
60+ 0.42% |
$4.34K - $5.57K
|
14.2K
$629K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
60+ 1.68% |
$4.34K - $5.57K
|
3.64K
$161K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
59+ 0.55% |
$4.27K - $5.48K
|
10.8K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
58New |
$4.2K - $5.39K
|
58
$2.57K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
58+ 1.52% |
$4.2K - $5.39K
|
3.87K
$172K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
58+ 1.05% |
$4.2K - $5.39K
|
5.58K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
57+ 1.27% |
$4.13K - $5.29K
|
4.54K
$201K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
54+ 0.1% |
$3.91K - $5.02K
|
54.4K
$2.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
53+ 1.2% |
$3.84K - $4.92K
|
4.46K
$198K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 1.54% |
$3.62K - $4.64K
|
3.3K
$146K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
50+ 0.16% |
$3.62K - $4.64K
|
31.3K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.41% |
$3.62K - $4.64K
|
12.4K
$548K
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
50+ 1.67% |
$3.62K - $4.64K
|
3.05K
$135K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
48+ 600.0% |
$3.47K - $4.46K
|
56
$2.48K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
46New |
$3.33K - $4.27K
|
46
$2.04K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
45New |
$3.26K - $4.18K
|
45
$2K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
44+ 0.72% |
$3.18K - $4.09K
|
6.13K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
44+ 122.22% |
$3.18K - $4.09K
|
80
$3.55K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
42+ 1.53% |
$3.04K - $3.9K
|
2.79K
$124K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40New |
$2.89K - $3.72K
|
40
$1.77K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
39+ 0.25% |
$2.82K - $3.62K
|
15.7K
$696K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.42% |
$2.75K - $3.53K
|
2.72K
$121K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
37+ 0.54% |
$2.68K - $3.44K
|
6.92K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
36+ 0.36% |
$2.61K - $3.34K
|
10.1K
$446K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
35+ 0.13% |
$2.53K - $3.25K
|
26.4K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
34+ 1.16% |
$2.46K - $3.16K
|
2.98K
$132K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
33+ 0.31% |
$2.39K - $3.07K
|
10.8K
$477K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 25.0% |
$2.24K - $2.88K
|
155
$6.88K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
29+ 0.8% |
$2.1K - $2.69K
|
3.64K
$162K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
28+ 56.0% |
$2.03K - $2.6K
|
78
$3.46K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
27+ 0.23% |
$1.95K - $2.51K
|
12K
$532K
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
26+ 0.43% |
$1.88K - $2.42K
|
6.08K
$270K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
26+ 0.81% |
$1.88K - $2.42K
|
3.24K
$144K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
25+ 0.69% |
$1.81K - $2.32K
|
3.67K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
24+ 0.18% |
$1.74K - $2.23K
|
13.6K
$603K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
BUY
|
- |
23+ 0.78% |
$1.66K - $2.14K
|
2.96K
$131K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
23+ 0.67% |
$1.66K - $2.14K
|
3.43K
$152K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
23+ 7.42% |
$1.66K - $2.14K
|
333
$14.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
22+ 0.1% |
$1.59K - $2.04K
|
22.3K
$991K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
21+ 0.26% |
$1.52K - $1.95K
|
8.17K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
21+ 0.55% |
$1.52K - $1.95K
|
3.84K
$170K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
20+ 0.53% |
$1.45K - $1.86K
|
3.8K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
20+ 19.8% |
$1.45K - $1.86K
|
121
$5.37K
|