Purchases and Sales Made in Q2 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
3.31K+ 0.42% |
$221K - $258K
|
784K
$41.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
3.31K+ 2.62% |
$221K - $258K
|
130K
$6.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.31K+ 15.66% |
$220K - $257K
|
24.4K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.28KNew |
$218K - $255K
|
3.28K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
3.27KNew |
$218K - $254K
|
3.27K
$172K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3.26K+ 13.48% |
$217K - $254K
|
27.5K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.26K+ 9.85% |
$217K - $253K
|
36.3K
$1.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.24KNew |
$216K - $252K
|
3.24K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.23K+ 4.03% |
$215K - $251K
|
83.3K
$4.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.22K+ 8.55% |
$214K - $250K
|
40.8K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.21K+ 0.14% |
$214K - $250K
|
2.31M
$121M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.2KNew |
$213K - $249K
|
3.2K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
3.2K+ 21.33% |
$213K - $249K
|
18.2K
$958K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.18K+ 2.83% |
$212K - $247K
|
115K
$6.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.14K+ 6.08% |
$209K - $244K
|
54.8K
$2.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.14K+ 26.23% |
$209K - $244K
|
15.1K
$795K
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
3.14K+ 10.03% |
$209K - $244K
|
34.4K
$1.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.1K+ 11.7% |
$207K - $241K
|
29.6K
$1.56M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.08KNew |
$205K - $240K
|
3.08K
$162K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$205K - $240K
|
3.08K
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.08KNew |
$205K - $239K
|
3.08K
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.07KNew |
$204K - $239K
|
3.07K
$161K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.06K+ 32.16% |
$204K - $238K
|
12.6K
$661K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.05K+ 44.47% |
$203K - $237K
|
9.9K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.04K+ 0.79% |
$202K - $236K
|
389K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.03KNew |
$202K - $235K
|
3.03K
$159K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.02KNew |
$201K - $235K
|
3.02K
$159K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.01K+ 30.33% |
$200K - $234K
|
12.9K
$680K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3KNew |
$200K - $233K
|
3K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.98K+ 0.88% |
$199K - $232K
|
340K
$17.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.98K+ 1.22% |
$199K - $232K
|
248K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.98KNew |
$198K - $231K
|
2.98K
$157K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2.98KNew |
$198K - $231K
|
2.98K
$157K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.97K+ 5.88% |
$198K - $231K
|
53.4K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.96K+ 17.14% |
$197K - $230K
|
20.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.93K+ 9.99% |
$195K - $228K
|
32.3K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.93K+ 0.5% |
$195K - $227K
|
584K
$30.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
2.91KNew |
$194K - $226K
|
2.91K
$153K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.91KNew |
$194K - $226K
|
2.91K
$153K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.9K+ 2.55% |
$193K - $226K
|
117K
$6.15M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.89K+ 12.1% |
$193K - $225K
|
26.8K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.82K+ 13.61% |
$188K - $219K
|
23.6K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.8K+ 70.14% |
$187K - $218K
|
6.79K
$357K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.79KNew |
$186K - $217K
|
2.79K
$147K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.78K+ 2.54% |
$185K - $216K
|
112K
$5.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 16.69% |
$185K - $216K
|
19.4K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.77K+ 13.07% |
$184K - $215K
|
23.9K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.76K+ 11.55% |
$184K - $215K
|
26.6K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2.75K+ 4.54% |
$183K - $214K
|
63.4K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.75K+ 14.85% |
$183K - $213K
|
21.2K
$1.12M
|