Purchases and Sales Made in Q2 2023 in Cvs Health Corp (CVS)

CVS Quotes by TradingView

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 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
730
+ 6.85%
$48.7K - $56.8K
11.4K $599K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
723
+ 37.87%
$48.2K - $56.2K
2.63K $138K
Jul 25, 2023 Q2 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
715
+ 7.25%
$47.7K - $55.6K
10.6K $556K
Aug 07, 2023 Q2 2023
Deseret Mutual Benefit Administrators

BUY
 -
707
+ 5.14%
$47.1K - $55K
14.5K $762K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
703
New
$46.9K - $54.7K
703 $37K
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
701
+ 13.12%
$46.7K - $54.5K
6.05K $318K
Aug 11, 2023 Q2 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
700
+ 11.86%
$46.7K - $54.4K
6.6K $347K
Aug 14, 2023 Q2 2023
Alethea Capital Management, LLC

San Diego, CA
BUY
 -
684
+ 6.69%
$45.6K - $53.2K
10.9K $574K
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
679
+ 1.9%
$45.3K - $52.8K
36.4K $1.92M
Aug 03, 2023 Q2 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
675
+ 3.05%
$45K - $52.5K
22.8K $1.2M
Jul 17, 2023 Q2 2023
J2 Capital Management Inc

BUY
 -
669
+ 12.7%
$44.6K - $52K
5.94K $312K
Aug 01, 2023 Q2 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
665
+ 1.61%
$44.3K - $51.7K
42K $2.21M
Jul 11, 2023 Q2 2023
Peoples Financial Services Corp.

BUY
 -
661
+ 10.78%
$44.1K - $51.4K
6.79K $358K
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
654
+ 11.05%
$43.6K - $50.8K
6.57K $346K
Nov 04, 2024 Q2 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
650
+ 93.8%
$43.3K - $50.5K
1.34K $70.7K
Jul 28, 2023 Q2 2023
Hallmark Capital Management Inc

BUY
 -
646
+ 0.27%
$43.1K - $50.2K
244K $12.9M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
636
+ 6.66%
$42.4K - $49.4K
10.2K $536K
Aug 14, 2023 Q2 2023
Westchester Capital Management, Inc.

Omaha, NE
BUY
 -
632
+ 0.49%
$42.1K - $49.1K
129K $6.81M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
631
New
$42.1K - $49.1K
631 $33.2K
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
624
+ 21.92%
$41.6K - $48.5K
3.47K $183K
Jul 20, 2023 Q2 2023
Ls Investment Advisors, LLC

BUY
 -
617
+ 0.58%
$41.1K - $48K
106K $5.6M
Jul 24, 2023 Q2 2023
Diligent Investors, LLC

BUY
 -
606
+ 3.1%
$40.4K - $47.1K
20.2K $1.06M
Jul 18, 2023 Q2 2023
Eagle Ridge Investment Management

BUY
 -
590
+ 0.73%
$39.3K - $45.9K
81.2K $4.27M
Jul 26, 2023 Q2 2023
Wealth Bridge Investment Counsel Inc.

BUY
 -
590
+ 0.72%
$39.3K - $45.9K
82.9K $4.36M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
584
+ 31.88%
$38.9K - $45.4K
2.42K $127K
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
574
+ 10.11%
$38.3K - $44.6K
6.25K $329K
Jul 14, 2023 Q2 2023
Muhlenkamp & CO Inc

BUY
 -
572
+ 0.52%
$38.1K - $44.5K
111K $5.82M
Jul 12, 2023 Q2 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
570
+ 3.22%
$38K - $44.3K
18.3K $963K
Aug 10, 2023 Q2 2023
Angeles Investment Advisors, LLC

BUY
 -
569
+ 9.58%
$37.9K - $44.2K
6.51K $343K
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
568
+ 8.06%
$37.9K - $44.2K
7.61K $401K
Aug 14, 2023 Q2 2023
Jackson Hole Capital Partners, LLC

BUY
 -
565
+ 1.55%
$37.7K - $43.9K
37K $1.95M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
562
+ 2007.14%
$37.5K - $43.7K
590 $31K
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
562
+ 16.4%
$37.5K - $43.7K
3.99K $210K
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
561
+ 3.47%
$37.4K - $43.6K
16.7K $881K
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
558
+ 20.01%
$37.2K - $43.4K
3.35K $176K
Aug 08, 2023 Q2 2023
Cnb Bank

Clearfield, PA
BUY
 -
556
+ 18.94%
$37.1K - $43.2K
3.49K $184K
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
550
+ 1.46%
$36.7K - $42.8K
38.2K $2.01M
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
544
+ 3.67%
$36.3K - $42.3K
15.4K $808K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
539
+ 11.34%
$35.9K - $41.9K
5.29K $278K
Jul 13, 2023 Q2 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
539
+ 4.04%
$35.9K - $41.9K
13.9K $730K
Aug 07, 2023 Q2 2023
Peddock Capital Advisors, LLC

BUY
 -
538
+ 2.58%
$35.9K - $41.8K
21.4K $1.12M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
535
+ 5.18%
$35.7K - $41.6K
10.9K $572K
Aug 14, 2023 Q2 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
532
+ 6.35%
$35.5K - $41.4K
8.91K $469K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
529
New
$35.3K - $41.1K
529 $27.8K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
528
+ 3.18%
$35.2K - $41.1K
17.2K $903K
Jul 11, 2023 Q2 2023
Life Pro Asset Management

BUY
 -
525
New
$35K - $40.8K
525 $27.6K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
522
+ 21.98%
$34.8K - $40.6K
2.9K $152K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
516
+ 2.49%
$34.4K - $40.1K
21.3K $1.12M
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
516
+ 0.9%
$34.4K - $40.1K
58K $3.05M

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