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 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14.9KNew |
$1.08M - $1.39M
|
14.9K
$662K
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
14.8K+ 15.48% |
$1.07M - $1.37M
|
110K
$4.89M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
14.7K+ 12.64% |
$1.06M - $1.36M
|
131K
$5.79M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
14.5K+ 44.25% |
$1.05M - $1.34M
|
47.1K
$2.09M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
14.4K+ 10.95% |
$1.05M - $1.34M
|
146K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
14.4K+ 731.7% |
$1.04M - $1.33M
|
16.3K
$724K
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
14.3KNew |
$1.03M - $1.33M
|
14.3K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
14.3K+ 498.26% |
$1.03M - $1.33M
|
17.2K
$762K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.1KNew |
$1.02M - $1.31M
|
14.1K
$625K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
13.8K+ 16.86% |
$999K - $1.28M
|
95.7K
$4.24M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.6K+ 20.8% |
$983K - $1.26M
|
78.9K
$3.5M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
13.4K+ 23.54% |
$973K - $1.25M
|
70.5K
$3.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
13.3K+ 19.11% |
$964K - $1.24M
|
83K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 67.0% |
$963K - $1.24M
|
33.2K
$1.47M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
13.2K+ 5.23% |
$959K - $1.23M
|
266K
$11.8M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
13K+ 13.1% |
$944K - $1.21M
|
113K
$4.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13K+ 2.51% |
$937K - $1.2M
|
529K
$23.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
12.9K+ 59.5% |
$936K - $1.2M
|
34.7K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
12.8K+ 109.57% |
$923K - $1.18M
|
24.4K
$1.08M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
12.8KNew |
$923K - $1.18M
|
12.8K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
12.7K+ 142.08% |
$920K - $1.18M
|
21.7K
$960K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.7K+ 2.01% |
$918K - $1.18M
|
642K
$28.5M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.7K+ 17140.54% |
$918K - $1.18M
|
12.8K
$566K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.5K+ 3.36% |
$905K - $1.16M
|
385K
$17.1M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
12.3K+ 2.6% |
$893K - $1.15M
|
487K
$21.6M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
12.2KNew |
$884K - $1.13M
|
12.2K
$542K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12.2KNew |
$881K - $1.13M
|
12.2K
$540K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
12K+ 110.43% |
$868K - $1.11M
|
22.9K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 3.64% |
$866K - $1.11M
|
340K
$15.1M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
11.9K+ 7.98% |
$859K - $1.1M
|
161K
$7.12M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 42.55% |
$852K - $1.09M
|
39.4K
$1.75M
|
|
|
May 03, 2023
Q1 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
11.7K+ 38.49% |
$847K - $1.09M
|
42.1K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 25.4% |
$823K - $1.06M
|
56.2K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11.4KNew |
$822K - $1.06M
|
11.4K
$504K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
11.3K+ 10.79% |
$816K - $1.05M
|
116K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
11.1K+ 19.08% |
$803K - $1.03M
|
69.2K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
11K+ 11.93% |
$796K - $1.02M
|
103K
$4.58M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
11KNew |
$794K - $1.02M
|
11K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10.9KNew |
$792K - $1.02M
|
10.9K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
10.9K+ 31.36% |
$790K - $1.01M
|
45.8K
$2.03M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.8K+ 21.56% |
$783K - $1.01M
|
61K
$2.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.7KNew |
$775K - $995K
|
10.7K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.7K+ 493.13% |
$774K - $994K
|
12.9K
$571K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 225.11% |
$773K - $992K
|
15.4K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10.7K+ 33.46% |
$771K - $989K
|
42.5K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 24.79% |
$768K - $986K
|
53.4K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
10.6K+ 20.74% |
$765K - $982K
|
61.6K
$2.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
10.5KNew |
$762K - $978K
|
10.5K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 2.78% |
$757K - $971K
|
386K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
10.4K+ 0.79% |
$751K - $964K
|
1.33M
$58.9M
|