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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 0.59% |
$70.2K - $81.9K
|
180K
$9.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.04KNew |
$69.3K - $80.9K
|
1.04K
$54.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
1.04K+ 7.32% |
$69.1K - $80.6K
|
15.2K
$800K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.03K+ 3.45% |
$68.4K - $79.8K
|
30.7K
$1.62M
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.03K+ 1.27% |
$68.3K - $79.7K
|
81.4K
$4.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.02K+ 3.9% |
$67.6K - $78.9K
|
27.1K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.01K+ 44.33% |
$67.4K - $78.7K
|
3.3K
$173K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1K+ 15.44% |
$66.8K - $78K
|
7.5K
$395K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1K+ 1.78% |
$66.8K - $77.9K
|
57.4K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 2.77% |
$66.7K - $77.8K
|
37.2K
$1.95M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1K+ 1000.0% |
$66.7K - $77.8K
|
1.1K
$57.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
993+ 1.18% |
$66.2K - $77.2K
|
85.4K
$4.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
987+ 22.68% |
$65.8K - $76.7K
|
5.34K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
976+ 10.75% |
$65.1K - $75.9K
|
10.1K
$529K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
976+ 5.27% |
$65.1K - $75.9K
|
19.5K
$1.03M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
968+ 14.69% |
$64.5K - $75.3K
|
7.56K
$398K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
943+ 24.03% |
$62.9K - $73.3K
|
4.87K
$256K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
942+ 2.95% |
$62.8K - $73.2K
|
32.9K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
935+ 7.16% |
$62.3K - $72.7K
|
14K
$737K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
926+ 6.58% |
$61.7K - $72K
|
15K
$790K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
925+ 27.73% |
$61.7K - $71.9K
|
4.26K
$224K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
925+ 2.83% |
$61.7K - $71.9K
|
33.7K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
916+ 0.15% |
$61.1K - $71.2K
|
595K
$31.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
913+ 20.72% |
$60.9K - $71K
|
5.32K
$280K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
891+ 0.92% |
$59.4K - $69.3K
|
97.3K
$5.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
872+ 16.54% |
$58.1K - $67.8K
|
6.14K
$323K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
869+ 18.76% |
$57.9K - $67.6K
|
5.5K
$289K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
864+ 1.19% |
$57.6K - $67.2K
|
73.3K
$3.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
862+ 7.75% |
$57.5K - $67K
|
12K
$631K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
860+ 2.44% |
$57.3K - $66.9K
|
36.1K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
854+ 0.8% |
$56.9K - $66.4K
|
107K
$5.64M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
824+ 6.75% |
$54.9K - $64.1K
|
13K
$686K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
820+ 2.37% |
$54.7K - $63.8K
|
35.5K
$1.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
818+ 9.25% |
$54.5K - $63.6K
|
9.66K
$508K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
816+ 2.08% |
$54.4K - $63.4K
|
40.1K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
814+ 0.74% |
$54.3K - $63.3K
|
111K
$5.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
801+ 5.97% |
$53.4K - $62.3K
|
14.2K
$748K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
800+ 13.11% |
$53.3K - $62.2K
|
6.9K
$363K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
780+ 9.15% |
$52K - $60.6K
|
9.31K
$490K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
775+ 8.6% |
$51.7K - $60.3K
|
9.79K
$515K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
770+ 8.29% |
$51.3K - $59.9K
|
10.1K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
762+ 15.97% |
$50.8K - $59.2K
|
5.53K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
759+ 5.77% |
$50.6K - $59K
|
13.9K
$732K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
759+ 7.05% |
$50.6K - $59K
|
11.5K
$606K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
753+ 1.49% |
$50.2K - $58.5K
|
51.2K
$2.69M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
750+ 2.84% |
$50K - $58.3K
|
27.1K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
750+ 10.96% |
$50K - $58.3K
|
7.6K
$400K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
748+ 210.7% |
$49.9K - $58.2K
|
1.1K
$58K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
736+ 3.25% |
$49.1K - $57.2K
|
23.4K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
735+ 8.79% |
$49K - $57.1K
|
9.09K
$478K
|