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 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
513+ 8.16% |
$34.2K - $39.9K
|
6.8K
$358K
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
512+ 2.82% |
$34.1K - $39.8K
|
18.7K
$982K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
512+ 12.75% |
$34.1K - $39.8K
|
4.53K
$238K
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
508+ 4.98% |
$33.9K - $39.5K
|
10.7K
$563K
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
503+ 3.99% |
$33.5K - $39.1K
|
13.1K
$689K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
500+ 0.33% |
$33.3K - $38.9K
|
152K
$7.99M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
500+ 8.11% |
$33.3K - $38.9K
|
6.67K
$351K
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
498+ 10.15% |
$33.2K - $38.7K
|
5.41K
$284K
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
496+ 10.86% |
$33.1K - $38.6K
|
5.06K
$266K
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
496+ 0.97% |
$33.1K - $38.6K
|
51.5K
$2.71M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
489+ 8.09% |
$32.6K - $38K
|
6.54K
$344K
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
477+ 14.06% |
$31.8K - $37.1K
|
3.87K
$204K
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
473+ 0.95% |
$31.5K - $36.8K
|
50.2K
$2.64M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
470+ 1.76% |
$31.3K - $36.5K
|
27.2K
$1.43M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
466+ 6.03% |
$31.1K - $36.2K
|
8.2K
$431K
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
466+ 1.97% |
$31.1K - $36.2K
|
24.1K
$1.27M
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
466+ 14.4% |
$31.1K - $36.2K
|
3.7K
$195K
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
460+ 1.45% |
$30.7K - $35.8K
|
32.2K
$1.7M
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
459+ 2.38% |
$30.6K - $35.7K
|
19.8K
$1.04M
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
457+ 10.73% |
$30.5K - $35.5K
|
4.72K
$248K
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
455+ 7.01% |
$30.3K - $35.4K
|
6.95K
$366K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
453+ 2.17% |
$30.2K - $35.2K
|
21.3K
$1.12M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
453+ 374.38% |
$30.2K - $35.2K
|
574
$30.2K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
444+ 5.42% |
$29.6K - $34.5K
|
8.64K
$455K
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
441+ 1.87% |
$29.4K - $34.3K
|
24.1K
$1.27M
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
440+ 1.62% |
$29.3K - $34.2K
|
27.6K
$1.45M
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
440+ 17.68% |
$29.3K - $34.2K
|
2.93K
$154K
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
427+ 9.52% |
$28.5K - $33.2K
|
4.91K
$259K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
424+ 12.69% |
$28.3K - $33K
|
3.76K
$198K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
423+ 2.1% |
$28.2K - $32.9K
|
20.6K
$1.08M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
421+ 15.0% |
$28.1K - $32.7K
|
3.23K
$170K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
420+ 16.66% |
$28K - $32.7K
|
2.94K
$155K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
419+ 11.36% |
$27.9K - $32.6K
|
4.11K
$216K
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
412+ 4.75% |
$27.5K - $32K
|
9.08K
$478K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
411New |
$27.4K - $32K
|
411
$21.6K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
410+ 2.19% |
$27.3K - $31.9K
|
19.2K
$1.01M
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
410+ 6.64% |
$27.3K - $31.9K
|
6.58K
$346K
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
409+ 0.75% |
$27.3K - $31.8K
|
54.7K
$2.88M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
406+ 4.75% |
$27.1K - $31.6K
|
8.96K
$471K
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
402+ 4.67% |
$26.8K - $31.3K
|
9.02K
$475K
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
402+ 0.38% |
$26.8K - $31.3K
|
105K
$5.54M
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
400+ 5.48% |
$26.7K - $31.1K
|
7.7K
$405K
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
390+ 1.79% |
$26K - $30.3K
|
22.2K
$1.17M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
385+ 2.99% |
$25.7K - $29.9K
|
13.3K
$697K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
382+ 34.73% |
$25.5K - $29.7K
|
1.48K
$78K
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
378+ 2.89% |
$25.2K - $29.4K
|
13.5K
$708K
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
375+ 0.23% |
$25K - $29.2K
|
163K
$8.6M
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
374+ 0.61% |
$24.9K - $29.1K
|
61.3K
$3.22M
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
374+ 0.85% |
$24.9K - $29.1K
|
44.4K
$2.33M
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
370+ 33.3% |
$24.7K - $28.8K
|
1.48K
$77.9K
|