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 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
210+ 5.76% |
$14K - $16.3K
|
3.86K
$218K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
204+ 2.89% |
$13.6K - $15.9K
|
7.27K
$411K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
204+ 2.89% |
$13.6K - $15.9K
|
7.27K
$411K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
200New |
$13.3K - $15.6K
|
200
$11.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
200+ 0.64% |
$13.3K - $15.6K
|
31.4K
$1.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200+ 1.36% |
$13.3K - $15.6K
|
14.9K
$841K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
200New |
$13.3K - $15.6K
|
200
$11.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
199+ 0.78% |
$13.3K - $15.5K
|
25.8K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
197+ 0.8% |
$13.1K - $15.3K
|
24.9K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
196+ 2.21% |
$13.1K - $15.2K
|
9.08K
$513K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
193+ 1.11% |
$12.9K - $15K
|
17.6K
$993K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
191+ 0.34% |
$12.7K - $14.9K
|
55.9K
$3.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
185+ 8.36% |
$12.3K - $14.4K
|
2.4K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
182+ 0.21% |
$12.1K - $14.2K
|
86.8K
$4.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
180+ 1.47% |
$12K - $14K
|
12.4K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
177+ 8.0% |
$11.8K - $13.8K
|
2.39K
$135K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
176+ 0.1% |
$11.7K - $13.7K
|
171K
$9.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
171+ 5.25% |
$11.4K - $13.3K
|
3.43K
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
169+ 1.42% |
$11.3K - $13.1K
|
12K
$680K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
168+ 0.26% |
$11.2K - $13.1K
|
64.4K
$3.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
167+ 4.57% |
$11.1K - $13K
|
3.83K
$216K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
166+ 5.16% |
$11.1K - $12.9K
|
3.38K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
165+ 1.71% |
$11K - $12.8K
|
9.82K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
162+ 0.49% |
$10.8K - $12.6K
|
33.1K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
160+ 1.04% |
$10.7K - $12.4K
|
15.5K
$878K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
158+ 1.28% |
$10.5K - $12.3K
|
12.5K
$703K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
158+ 5.07% |
$10.5K - $12.3K
|
3.28K
$185K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
158+ 1.27% |
$10.5K - $12.3K
|
12.6K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
157+ 4.63% |
$10.5K - $12.2K
|
3.55K
$200K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
156+ 3.45% |
$10.4K - $12.1K
|
4.67K
$264K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
151+ 4.48% |
$10.1K - $11.7K
|
3.52K
$199K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
151+ 27.45% |
$10.1K - $11.7K
|
701
$39.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
150New |
$10K - $11.7K
|
150
$8.47K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
149+ 1.8% |
$9.93K - $11.6K
|
8.44K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
148New |
$9.86K - $11.5K
|
148
$8.36K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
144+ 0.66% |
$9.6K - $11.2K
|
21.8K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
142+ 4.18% |
$9.46K - $11K
|
3.54K
$200K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
142New |
$9.46K - $11K
|
142
$8.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
141+ 0.49% |
$9.4K - $11K
|
29.2K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
139+ 0.75% |
$9.26K - $10.8K
|
18.7K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
138+ 8.37% |
$9.2K - $10.7K
|
1.79K
$101K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
135+ 1.49% |
$9K - $10.5K
|
9.18K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
130+ 1.66% |
$8.66K - $10.1K
|
7.97K
$450K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
126+ 450.0% |
$8.4K - $9.8K
|
154
$8.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
126+ 2.52% |
$8.4K - $9.8K
|
5.13K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
126+ 393.75% |
$8.4K - $9.8K
|
158
$8.92K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125+ 1.88% |
$8.33K - $9.72K
|
6.79K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
122+ 4.28% |
$8.13K - $9.49K
|
2.97K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
122+ 0.44% |
$8.13K - $9.49K
|
28.1K
$1.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
121+ 0.6% |
$8.06K - $9.41K
|
20.4K
$1.15M
|