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 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.14K- 26.87% |
$155K - $199K
|
5.82K
$258K
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.15KClosed |
$155K - $199K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.16K- 8.69% |
$156K - $201K
|
22.7K
$1.01M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.16K- 2.04% |
$156K - $201K
|
104K
$4.59M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 4.66% |
$157K - $201K
|
44.4K
$1.97M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.19K- 5.54% |
$159K - $204K
|
37.4K
$1.66M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.2K- 12.55% |
$159K - $205K
|
15.4K
$681K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.21K- 5.82% |
$160K - $205K
|
35.7K
$1.59M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-2.21K- 23.95% |
$160K - $205K
|
7.02K
$311K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.21K- 4.72% |
$160K - $206K
|
44.7K
$1.98M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.23K- 6.87% |
$162K - $208K
|
30.3K
$1.34M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.25K- 25.05% |
$163K - $209K
|
6.72K
$298K
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.26K- 1.49% |
$164K - $210K
|
149K
$6.61M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.27K- 7.75% |
$164K - $210K
|
27K
$1.2M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 1.91% |
$164K - $210K
|
117K
$5.17M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.27K- 11.52% |
$164K - $211K
|
17.5K
$774K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.27K- 92.17% |
$164K - $211K
|
193
$8.56K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.29K- 22.66% |
$166K - $213K
|
7.81K
$346K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-2.33K- 5.87% |
$168K - $216K
|
37.3K
$1.66M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 10.88% |
$171K - $220K
|
19.4K
$859K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.39K- 1.41% |
$173K - $222K
|
166K
$7.38M
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.42K- 3.09% |
$175K - $225K
|
75.9K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-2.42K- 2.05% |
$175K - $225K
|
116K
$5.14M
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.49K- 1.64% |
$180K - $231K
|
149K
$6.62M
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-2.49K- 1.62% |
$180K - $231K
|
151K
$6.71M
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.49K- 14.31% |
$180K - $231K
|
14.9K
$662K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.51K- 50.33% |
$182K - $234K
|
2.48K
$110K
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.53K- 23.15% |
$183K - $235K
|
8.41K
$373K
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.57K- 13.2% |
$186K - $239K
|
16.9K
$749K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.57K- 1.23% |
$186K - $239K
|
207K
$9.18M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.61K- 66.51% |
$189K - $242K
|
1.31K
$58.2K
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.66K- 44.03% |
$192K - $247K
|
3.38K
$150K
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.68K- 12.86% |
$194K - $249K
|
18.2K
$806K
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.73K- 4.24% |
$198K - $254K
|
61.7K
$2.74M
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.75K- 34.54% |
$199K - $255K
|
5.21K
$231K
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-2.75K- 6.52% |
$199K - $255K
|
39.4K
$1.75M
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2.77K- 4.1% |
$200K - $257K
|
64.7K
$2.87M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.83K- 10.52% |
$205K - $263K
|
24.1K
$1.07M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.83K- 10.69% |
$205K - $263K
|
23.7K
$1.05M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.84K- 35.77% |
$206K - $264K
|
5.11K
$226K
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-2.85K- 15.86% |
$206K - $265K
|
15.1K
$671K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2.86K- 28.99% |
$207K - $265K
|
7K
$310K
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 7.66% |
$207K - $266K
|
34.5K
$1.53M
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-2.87K- 5.83% |
$207K - $266K
|
46.3K
$2.05M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.88K- 21.02% |
$209K - $268K
|
10.8K
$480K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.91K- 1.35% |
$210K - $270K
|
213K
$9.45M
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 11.86% |
$211K - $271K
|
21.7K
$962K
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.94K- 21.55% |
$212K - $273K
|
10.7K
$474K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.94K- 20.29% |
$213K - $273K
|
11.6K
$513K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.97K- 14.1% |
$215K - $276K
|
18.1K
$803K
|