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 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-148- 1.85% |
$10.7K - $13.7K
|
7.84K
$361K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-149- 3.05% |
$10.8K - $13.8K
|
4.73K
$218K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-149- 1.47% |
$10.8K - $13.8K
|
9.98K
$459K
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 0.82% |
$10.9K - $13.9K
|
18.1K
$835K
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-150- 3.85% |
$10.9K - $13.9K
|
3.74K
$172K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-150- 2.07% |
$10.9K - $13.9K
|
7.1K
$327K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-150- 31.71% |
$10.9K - $13.9K
|
323
$14.9K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-151- 3.93% |
$10.9K - $14K
|
3.69K
$170K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-152- 0.81% |
$11K - $14.1K
|
18.6K
$856K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-153- 15.42% |
$11.1K - $14.2K
|
839
$38.6K
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-155- 2.52% |
$11.2K - $14.4K
|
6.01K
$276K
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-156- 0.5% |
$11.3K - $14.5K
|
30.9K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-156- 0.4% |
$11.3K - $14.5K
|
38.8K
$1.79M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-158- 0.29% |
$11.4K - $14.7K
|
54.2K
$2.49M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-164- 1.31% |
$11.9K - $15.2K
|
12.3K
$566K
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-165- 2.09% |
$11.9K - $15.3K
|
7.74K
$356K
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-169- 0.16% |
$12.2K - $15.7K
|
106K
$4.87M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-171- 5.38% |
$12.4K - $15.9K
|
3.01K
$138K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-172- 1.99% |
$12.4K - $16K
|
8.46K
$389K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-172- 1.99% |
$12.4K - $16K
|
8.46K
$389K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-173- 0.73% |
$12.5K - $16.1K
|
23.5K
$1.08M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-174- 1.15% |
$12.6K - $16.2K
|
15K
$689K
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-176- 5.72% |
$12.7K - $16.3K
|
2.9K
$133K
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-177- 2.09% |
$12.8K - $16.4K
|
8.29K
$382K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-179- 8.44% |
$13K - $16.6K
|
1.94K
$89.4K
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-182- 2.0% |
$13.2K - $16.9K
|
8.92K
$410K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-182- 3.0% |
$13.2K - $16.9K
|
5.88K
$270K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-188- 0.78% |
$13.6K - $17.5K
|
23.9K
$1.1M
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-194- 6.2% |
$14K - $18K
|
2.94K
$135K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-194- 15.8% |
$14K - $18K
|
1.03K
$47.6K
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-195- 2.05% |
$14.1K - $18.1K
|
9.31K
$428K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-196- 4.54% |
$14.2K - $18.2K
|
4.12K
$189K
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-196- 4.75% |
$14.2K - $18.2K
|
3.93K
$181K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-198- 5.76% |
$14.3K - $18.4K
|
3.24K
$149K
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-198- 0.68% |
$14.3K - $18.4K
|
28.8K
$1.32M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-198- 0.55% |
$14.3K - $18.4K
|
35.7K
$1.64M
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-198- 4.34% |
$14.3K - $18.4K
|
4.36K
$201K
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-199- 5.35% |
$14.4K - $18.5K
|
3.52K
$162K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-200- 14.84% |
$14.5K - $18.6K
|
1.15K
$52.8K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.49% |
$14.5K - $18.6K
|
7.83K
$360K
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 1.88% |
$14.5K - $18.6K
|
10.5K
$481K
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-200- 3.01% |
$14.5K - $18.6K
|
6.45K
$297K
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-200- 20.3% |
$14.5K - $18.6K
|
785
$36.1K
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-203- 0.15% |
$14.7K - $18.9K
|
134K
$6.15M
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-203- 20.2% |
$14.7K - $18.9K
|
802
$36.9K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-206- 0.85% |
$14.9K - $19.1K
|
23.9K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-206- 4.26% |
$14.9K - $19.1K
|
4.63K
$213K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-207- 7.06% |
$15K - $19.2K
|
2.72K
$125K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-207- 3.12% |
$15K - $19.2K
|
6.43K
$296K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-212- 7.17% |
$15.3K - $19.7K
|
2.74K
$126K
|