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 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-325- 0.37% |
$23.5K - $30.2K
|
87.4K
$4.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-326- 0.75% |
$23.6K - $30.3K
|
43.4K
$2M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-330- 2.92% |
$23.9K - $30.7K
|
11K
$505K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-334- 3.8% |
$24.2K - $31K
|
8.46K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-334- 3.01% |
$24.2K - $31K
|
10.8K
$495K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-334- 3.8% |
$24.2K - $31K
|
8.46K
$389K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-336- 7.59% |
$24.3K - $31.2K
|
4.09K
$188K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-340- 3.26% |
$24.6K - $31.6K
|
10.1K
$465K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-341- 8.15% |
$24.7K - $31.7K
|
3.85K
$177K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-341- 0.41% |
$24.7K - $31.7K
|
83.7K
$3.85M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-345- 9.07% |
$25K - $32K
|
3.46K
$159K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-349- 2.68% |
$25.3K - $32.4K
|
12.7K
$583K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-349- 1.42% |
$25.3K - $32.4K
|
24.2K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-351- 2.51% |
$25.4K - $32.6K
|
13.6K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-356- 13.49% |
$25.8K - $33.1K
|
2.28K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-359- 28.58% |
$26K - $33.3K
|
897
$41.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-360- 0.31% |
$26.1K - $33.4K
|
115K
$5.28M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-360- 5.46% |
$26.1K - $33.4K
|
6.23K
$287K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-367- 7.77% |
$26.6K - $34.1K
|
4.36K
$201K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-369- 11.56% |
$26.7K - $34.3K
|
2.82K
$130K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-370- 1.68% |
$26.8K - $34.4K
|
21.7K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-375- 0.44% |
$27.1K - $34.8K
|
85K
$3.91M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-379- 3.97% |
$27.4K - $35.2K
|
9.17K
$422K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-381- 1.14% |
$27.6K - $35.4K
|
33K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-383- 0.47% |
$27.7K - $35.6K
|
80.5K
$3.7M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-385- 9.61% |
$27.9K - $35.8K
|
3.62K
$167K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-385- 0.25% |
$27.9K - $35.8K
|
153K
$7.05M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-387- 10.24% |
$28K - $35.9K
|
3.39K
$156K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-388- 5.96% |
$28.1K - $36K
|
6.13K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-388- 2.93% |
$28.1K - $36K
|
12.9K
$592K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-391- 1.5% |
$28.3K - $36.3K
|
25.6K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-392- 3.09% |
$28.4K - $36.4K
|
12.3K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-397- 8.87% |
$28.7K - $36.9K
|
4.08K
$188K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-400- 2.33% |
$28.9K - $37.2K
|
16.8K
$773K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-401- 2.5% |
$29K - $37.2K
|
15.6K
$719K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-402- 3.3% |
$29.1K - $37.3K
|
11.8K
$542K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-409- 2.81% |
$29.6K - $38K
|
14.2K
$652K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-409- 5.99% |
$29.6K - $38K
|
6.42K
$296K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-415- 1.81% |
$30K - $38.5K
|
22.5K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-415- 12.31% |
$30K - $38.5K
|
2.96K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-415- 3.0% |
$30K - $38.5K
|
13.4K
$618K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-417- 19.22% |
$30.2K - $38.7K
|
1.75K
$80.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-419- 7.12% |
$30.3K - $38.9K
|
5.47K
$251K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-421- 4.21% |
$30.5K - $39.1K
|
9.59K
$441K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-421- 2.14% |
$30.5K - $39.1K
|
19.3K
$887K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-427- 9.25% |
$30.9K - $39.7K
|
4.19K
$193K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-429- 12.78% |
$31K - $39.8K
|
2.93K
$135K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-430- 1.43% |
$31.1K - $39.9K
|
29.7K
$1.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-431- 1.84% |
$31.2K - $40K
|
23K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-434- 12.11% |
$31.4K - $40.3K
|
3.15K
$145K
|