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 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$72.4 - $92.9
|
3.31K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1+ 0.02% |
$72.4 - $92.9
|
5.41K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.31% |
$72.4 - $92.9
|
319
$14.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1- 0.3% |
$72.4 - $92.9
|
329
$14.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1- 0.01% |
$72.4 - $92.9
|
9.29K
$412K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1- -0.0% |
$72.4 - $92.9
|
38.5K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.06% |
$289 - $372
|
6.71K
$298K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4- 0.07% |
$289 - $372
|
5.44K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4- 0.07% |
$289 - $372
|
5.68K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-4- 0.1% |
$289 - $372
|
4.2K
$186K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5- 0.14% |
$362 - $464
|
3.63K
$161K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 0.28% |
$434 - $557
|
2.16K
$95.9K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-6- 0.22% |
$434 - $557
|
2.7K
$120K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-7- 0.54% |
$507 - $650
|
1.29K
$57.4K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8- 0.55% |
$579 - $743
|
1.46K
$64.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-9- 8.26% |
$651 - $836
|
100
$4.44K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-9- 0.54% |
$651 - $836
|
1.65K
$73.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$724 - $929
|
8.32K
$369K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-10- 0.13% |
$724 - $929
|
7.93K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.14% |
$724 - $929
|
7.25K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-10- 0.15% |
$724 - $929
|
6.54K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-10- 0.13% |
$724 - $929
|
7.49K
$332K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-11- 0.91% |
$796 - $1.02K
|
1.2K
$53.3K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-12- 0.04% |
$868 - $1.11K
|
33K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-13- 0.52% |
$941 - $1.21K
|
2.49K
$111K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-13- 0.12% |
$941 - $1.21K
|
10.8K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-13- 3.32% |
$941 - $1.21K
|
378
$16.8K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.21% |
$1.01K - $1.3K
|
6.6K
$293K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-15- 0.38% |
$1.09K - $1.39K
|
3.88K
$172K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17- 0.11% |
$1.23K - $1.58K
|
15.9K
$704K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-19- 0.59% |
$1.38K - $1.76K
|
3.22K
$143K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-19- 1.56% |
$1.38K - $1.76K
|
1.2K
$53.2K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-19- 0.21% |
$1.38K - $1.76K
|
9.22K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-19- 20.43% |
$1.38K - $1.76K
|
74
$3.28K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-20- 0.26% |
$1.45K - $1.86K
|
7.72K
$342K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-22- 0.45% |
$1.59K - $2.04K
|
4.82K
$214K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-23- 0.28% |
$1.66K - $2.14K
|
8.18K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 4.44% |
$1.66K - $2.14K
|
495
$22K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-24- 0.24% |
$1.74K - $2.23K
|
10.1K
$447K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-24- 0.28% |
$1.74K - $2.23K
|
8.46K
$375K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-25- 0.26% |
$1.81K - $2.32K
|
9.77K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-25- 0.27% |
$1.81K - $2.32K
|
9.23K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-25- 0.63% |
$1.81K - $2.32K
|
3.92K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.54% |
$1.95K - $2.51K
|
4.93K
$219K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-29- 0.84% |
$2.1K - $2.69K
|
3.44K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-30- 44.12% |
$2.17K - $2.79K
|
38
$1.69K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-30- 0.11% |
$2.17K - $2.79K
|
28.4K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.25% |
$2.17K - $2.79K
|
12K
$533K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-31- 1.02% |
$2.24K - $2.88K
|
3.01K
$134K
|