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 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
19+ 0.16% |
$1.38K - $1.76K
|
11.7K
$518K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
17+ 0.11% |
$1.23K - $1.58K
|
14.9K
$662K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
17+ 0.56% |
$1.23K - $1.58K
|
3.05K
$135K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
17+ 0.47% |
$1.23K - $1.58K
|
3.65K
$162K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
16+ 0.57% |
$1.16K - $1.49K
|
2.82K
$125K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 0.61% |
$1.16K - $1.49K
|
2.62K
$116K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
15+ 0.0% |
$1.09K - $1.39K
|
344K
$15.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
13+ 0.41% |
$941 - $1.21K
|
3.21K
$142K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$941 - $1.21K
|
13
$577
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 86.67% |
$941 - $1.21K
|
28
$1.24K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.25% |
$868 - $1.11K
|
4.82K
$214K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 1.18% |
$868 - $1.11K
|
1.03K
$45.6K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 60.0% |
$868 - $1.11K
|
32
$1.42K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 11.9% |
$724 - $929
|
94
$4.17K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
10+ 0.34% |
$724 - $929
|
2.94K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
9+ 0.03% |
$651 - $836
|
26.2K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.77% |
$507 - $650
|
912
$40.5K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
6+ 0.08% |
$434 - $557
|
7.77K
$345K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.1% |
$362 - $464
|
4.89K
$217K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5+ 62.5% |
$362 - $464
|
13
$577
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.94% |
$289 - $372
|
428
$19K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4+ 0.12% |
$289 - $372
|
3.21K
$142K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$289 - $372
|
2.51K
$111K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.16% |
$289 - $372
|
2.44K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4+ 0.06% |
$289 - $372
|
6.98K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.79% |
$289 - $372
|
509
$22.6K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.04% |
$289 - $372
|
11.3K
$500K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$217 - $279
|
7.14K
$317K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3New |
$217 - $279
|
3
$133
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.16% |
$217 - $279
|
1.83K
$81.3K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.63% |
$217 - $279
|
480
$21.3K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.09% |
$217 - $279
|
3.42K
$152K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.57% |
$145 - $186
|
355
$15.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$145 - $186
|
4.68K
$208K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
2New |
$145 - $186
|
2
$88.7
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.12% |
$145 - $186
|
1.72K
$76.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.54% |
$145 - $186
|
372
$16.5K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2+ 0.02% |
$145 - $186
|
8.62K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.01% |
$145 - $186
|
19.7K
$872K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.03% |
$145 - $186
|
6.62K
$294K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$72.4 - $92.9
|
613
$27.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$72.4 - $92.9
|
2.52K
$112K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.75% |
$72.4 - $92.9
|
134
$5.94K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.79% |
$72.4 - $92.9
|
57
$2.53K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.95% |
$72.4 - $92.9
|
106
$4.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$72.4 - $92.9
|
3.03K
$134K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 0.6% |
$72.4 - $92.9
|
168
$7.45K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.63% |
$72.4 - $92.9
|
161
$7.14K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$72.4 - $92.9
|
1.36K
$60.4K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$72.4 - $92.9
|
12.5K
$556K
|