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 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
60New |
$4K - $4.67K
|
60
$3.39K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
60+ 1.91% |
$4K - $4.67K
|
3.2K
$181K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
57+ 0.37% |
$3.8K - $4.43K
|
15.4K
$871K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
57+ 3.81% |
$3.8K - $4.43K
|
1.56K
$87.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
57+ 0.96% |
$3.8K - $4.43K
|
6.01K
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
53+ 30.81% |
$3.53K - $4.12K
|
225
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
53+ 1.11% |
$3.53K - $4.12K
|
4.81K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
51+ 0.09% |
$3.4K - $3.97K
|
58.2K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
50+ 0.59% |
$3.33K - $3.89K
|
8.48K
$479K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
50New |
$3.33K - $3.89K
|
50
$2.82K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
43+ 1.33% |
$2.87K - $3.34K
|
3.28K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
41+ 21.24% |
$2.73K - $3.19K
|
234
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 25.81% |
$2.67K - $3.11K
|
195
$11K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
39+ 102.63% |
$2.6K - $3.03K
|
77
$4.35K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 5.93% |
$2.47K - $2.88K
|
661
$37.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
37+ 1.18% |
$2.47K - $2.88K
|
3.16K
$179K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
37+ 0.99% |
$2.47K - $2.88K
|
3.78K
$213K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
33+ 0.75% |
$2.2K - $2.57K
|
4.43K
$250K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
32+ 0.32% |
$2.13K - $2.49K
|
10.1K
$568K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
32+ 0.61% |
$2.13K - $2.49K
|
5.26K
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
30+ 0.69% |
$2K - $2.33K
|
4.4K
$248K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
30+ 0.07% |
$2K - $2.33K
|
42.5K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
30+ 0.5% |
$2K - $2.33K
|
6.04K
$341K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29+ 0.9% |
$1.93K - $2.25K
|
3.27K
$185K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
29+ 0.68% |
$1.93K - $2.25K
|
4.27K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
28+ 0.74% |
$1.87K - $2.18K
|
3.81K
$215K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 15.34% |
$1.8K - $2.1K
|
203
$11.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
26+ 0.77% |
$1.73K - $2.02K
|
3.41K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
26New |
$1.73K - $2.02K
|
26
$1.47K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.18% |
$1.67K - $1.94K
|
14K
$788K
|
|
|
Aug 11, 2023
Q2 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
24+ 19.83% |
$1.6K - $1.87K
|
145
$8.19K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 0.82% |
$1.53K - $1.79K
|
2.85K
$161K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
22+ 0.21% |
$1.47K - $1.71K
|
10.3K
$583K
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
BUY
|
- |
22+ 0.07% |
$1.47K - $1.71K
|
30.8K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22+ 0.74% |
$1.47K - $1.71K
|
3K
$169K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
20+ 0.1% |
$1.33K - $1.56K
|
21K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
19+ 0.33% |
$1.27K - $1.48K
|
5.84K
$330K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
18+ 0.45% |
$1.2K - $1.4K
|
4.02K
$227K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
17+ 0.54% |
$1.13K - $1.32K
|
3.17K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
15+ 0.31% |
$1K - $1.17K
|
4.91K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.47% |
$1K - $1.17K
|
3.18K
$180K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 0.57% |
$933 - $1.09K
|
2.46K
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.25% |
$933 - $1.09K
|
5.6K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
13+ 0.31% |
$866 - $1.01K
|
4.19K
$237K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
13+ 0.01% |
$866 - $1.01K
|
97K
$5.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
11+ 0.04% |
$733 - $855
|
26.2K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
11+ 0.72% |
$733 - $855
|
1.54K
$87.1K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.29% |
$733 - $855
|
3.82K
$216K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 0.68% |
$667 - $778
|
1.49K
$84K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.16% |
$667 - $778
|
6.1K
$345K
|