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 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$8K - $9.33K
|
120
$6.31K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
118+ 1.8% |
$7.86K - $9.17K
|
6.66K
$351K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
117+ 27.34% |
$7.8K - $9.1K
|
545
$28.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
116+ 0.88% |
$7.73K - $9.02K
|
13.3K
$702K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
114+ 0.91% |
$7.6K - $8.86K
|
12.7K
$668K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
114+ 30.08% |
$7.6K - $8.86K
|
493
$25.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
113+ 4.54% |
$7.53K - $8.79K
|
2.6K
$137K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
113+ 0.23% |
$7.53K - $8.79K
|
49.7K
$2.62M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.52% |
$7.46K - $8.71K
|
21.8K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
112+ 1.04% |
$7.46K - $8.71K
|
10.9K
$575K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
106New |
$7.06K - $8.24K
|
106
$5.58K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
106+ 2.76% |
$7.06K - $8.24K
|
3.95K
$208K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
105+ 3.27% |
$7K - $8.16K
|
3.32K
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
105+ 0.57% |
$7K - $8.16K
|
18.7K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
105+ 1.79% |
$7K - $8.16K
|
5.98K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
104+ 1.88% |
$6.93K - $8.09K
|
5.64K
$297K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
104+ 0.97% |
$6.93K - $8.09K
|
10.8K
$569K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
103+ 2.29% |
$6.86K - $8.01K
|
4.61K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
102+ 31.97% |
$6.8K - $7.93K
|
421
$22.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
101+ 62.73% |
$6.73K - $7.85K
|
262
$13.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
101+ 24.4% |
$6.73K - $7.85K
|
515
$27.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
100+ 12.5% |
$6.67K - $7.78K
|
900
$47.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
100New |
$6.67K - $7.78K
|
100
$5.26K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
99+ 49.5% |
$6.6K - $7.7K
|
299
$15.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
94+ 2.02% |
$6.27K - $7.31K
|
4.74K
$250K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
93+ 1.05% |
$6.2K - $7.23K
|
8.92K
$469K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
90+ 0.03% |
$6K - $7K
|
336K
$17.7M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
89+ 2.99% |
$5.93K - $6.92K
|
3.07K
$161K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
86+ 0.58% |
$5.73K - $6.69K
|
15K
$789K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
84+ 11.95% |
$5.6K - $6.53K
|
787
$41.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
83+ 1.72% |
$5.53K - $6.45K
|
4.91K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
83+ 0.82% |
$5.53K - $6.45K
|
10.2K
$537K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
78+ 2.59% |
$5.2K - $6.06K
|
3.09K
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
78+ 1.53% |
$5.2K - $6.06K
|
5.18K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
77+ 1.34% |
$5.13K - $5.99K
|
5.81K
$306K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.27% |
$5.07K - $5.91K
|
27.9K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
75+ 0.19% |
$5K - $5.83K
|
40.4K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
74+ 0.05% |
$4.93K - $5.75K
|
149K
$7.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
73+ 2.21% |
$4.87K - $5.68K
|
3.37K
$177K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
72+ 0.46% |
$4.8K - $5.6K
|
15.7K
$827K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
72+ 1.46% |
$4.8K - $5.6K
|
4.99K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
69+ 0.72% |
$4.6K - $5.36K
|
9.66K
$508K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
68+ 1.7% |
$4.53K - $5.29K
|
4.06K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
66+ 0.42% |
$4.4K - $5.13K
|
15.8K
$834K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
65+ 0.46% |
$4.33K - $5.05K
|
14.3K
$750K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
63+ 0.53% |
$4.2K - $4.9K
|
12.1K
$634K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
61+ 0.72% |
$4.07K - $4.74K
|
8.53K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
61+ 1.92% |
$4.07K - $4.74K
|
3.23K
$170K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
61+ 0.34% |
$4.07K - $4.74K
|
18K
$945K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60New |
$4K - $4.67K
|
60
$3.16K
|