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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-63- 1.82% |
$4.2K - $4.9K
|
3.4K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-67- 2.18% |
$4.47K - $5.21K
|
3K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-68- 1.9% |
$4.53K - $5.29K
|
3.51K
$185K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-70- 0.06% |
$4.67K - $5.44K
|
125K
$6.57M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-70- 0.72% |
$4.67K - $5.44K
|
9.67K
$509K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-70- 4.24% |
$4.67K - $5.44K
|
1.58K
$83.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-70- 1.25% |
$4.67K - $5.44K
|
5.53K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-71- 1.07% |
$4.73K - $5.52K
|
6.56K
$345K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-75- 0.37% |
$5K - $5.83K
|
20K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.18% |
$5K - $5.83K
|
6.29K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-76- 15.35% |
$5.07K - $5.91K
|
419
$22K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-78- 0.27% |
$5.2K - $6.06K
|
28.8K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-78- 2.76% |
$5.2K - $6.06K
|
2.75K
$145K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-78- 6.79% |
$5.2K - $6.06K
|
1.07K
$56.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-79- 0.65% |
$5.27K - $6.14K
|
12.1K
$634K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-80- 0.77% |
$5.33K - $6.22K
|
10.3K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-80- 1.46% |
$5.33K - $6.22K
|
5.42K
$285K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-81- 0.51% |
$5.4K - $6.3K
|
16K
$840K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-81- 6.35% |
$5.4K - $6.3K
|
1.2K
$62.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-83- 4.28% |
$5.53K - $6.45K
|
1.86K
$97.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-84- 1.54% |
$5.6K - $6.53K
|
5.35K
$282K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-84- 0.9% |
$5.6K - $6.53K
|
9.21K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-88- 5.8% |
$5.87K - $6.84K
|
1.43K
$75.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-89- 1.33% |
$5.93K - $6.92K
|
6.62K
$348K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-90- 0.83% |
$6K - $7K
|
10.7K
$563K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-90- 0.56% |
$6K - $7K
|
16K
$842K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-90- 12.8% |
$6K - $7K
|
613
$32.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-91- 0.07% |
$6.07K - $7.08K
|
136K
$7.14M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-91- 27.33% |
$6.07K - $7.08K
|
242
$12.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-92- 1.21% |
$6.13K - $7.15K
|
7.5K
$394K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-94- 7.27% |
$6.27K - $7.31K
|
1.2K
$63.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-95- 1.69% |
$6.33K - $7.39K
|
5.52K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-95- 0.88% |
$6.33K - $7.39K
|
10.7K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-97- 5.67% |
$6.47K - $7.54K
|
1.61K
$84.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-98- 2.31% |
$6.53K - $7.62K
|
4.15K
$218K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-98- 7.2% |
$6.53K - $7.62K
|
1.26K
$66.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-100- 4.45% |
$6.67K - $7.78K
|
2.15K
$113K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-100- 1.41% |
$6.67K - $7.78K
|
6.97K
$367K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-100- 3.26% |
$6.67K - $7.78K
|
2.97K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.26% |
$6.67K - $7.78K
|
7.83K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 0.5% |
$6.67K - $7.78K
|
19.8K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-101- 0.77% |
$6.73K - $7.85K
|
13.1K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-103- 1.21% |
$6.86K - $8.01K
|
8.41K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-106- 0.77% |
$7.06K - $8.24K
|
13.6K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-107- 0.57% |
$7.13K - $8.32K
|
18.7K
$983K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-110- 28.42% |
$7.33K - $8.55K
|
277
$14.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-110- 2.62% |
$7.33K - $8.55K
|
4.1K
$216K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-110- 0.98% |
$7.33K - $8.55K
|
11.2K
$588K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-115Closed |
$7.66K - $8.94K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-119- 3.86% |
$7.93K - $9.25K
|
2.97K
$156K
|