Purchases and Sales Made in Q3 2023 in Cvs Health Corp (CVS)

CVS Quotes by TradingView

This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 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
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
943
+ 6.48%
$61.5K - $72.1K
15.5K $688K
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
939
New
$61.2K - $71.7K
939 $41.7K
Oct 23, 2023 Q3 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
935
+ 12.47%
$60.9K - $71.4K
8.43K $374K
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
933
+ 2.19%
$60.8K - $71.3K
43.6K $1.93M
Oct 10, 2023 Q3 2023
Stolper CO

BUY
 -
917
+ 4.13%
$59.8K - $70.1K
23.1K $1.02M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
913
+ 8.44%
$59.5K - $69.8K
11.7K $520K
Oct 25, 2023 Q3 2023
Forsta Ap Fonden

Stockholm, V7
BUY
 -
900
+ 0.27%
$58.7K - $68.8K
333K $14.8M
Nov 13, 2023 Q3 2023
Syntax Advisors, LLC

New York, NY
BUY
 -
890
+ 9.8%
$58K - $68K
9.97K $442K
Nov 14, 2023 Q3 2023
Vantage Consulting Group Inc

Virginia Beach, VA
BUY
 -
890
+ 9.8%
$58K - $68K
9.97K $442K
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
884
New
$57.6K - $67.5K
884 $39.2K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
871
+ 2.4%
$56.8K - $66.6K
37.2K $1.65M
Oct 17, 2023 Q3 2023
Alhambra Investment Partners LLC

BUY
 -
868
+ 4.55%
$56.6K - $66.3K
19.9K $884K
Oct 19, 2023 Q3 2023
Ckw Financial Group

BUY
 -
856
+ 131.69%
$55.8K - $65.4K
1.51K $66.8K
Oct 13, 2023 Q3 2023
Strategic Advisors LLC

BUY
 -
854
+ 3.11%
$55.7K - $65.3K
28.3K $1.26M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
854
New
$55.7K - $65.3K
854 $37.9K
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
854
+ 16.0%
$55.7K - $65.3K
6.19K $275K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
848
+ 2.42%
$55.3K - $64.8K
35.9K $1.59M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
844
+ 23.77%
$55K - $64.5K
4.4K $195K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
843
+ 44.77%
$54.9K - $64.4K
2.73K $121K
Oct 25, 2023 Q3 2023
Oak Asset Management, LLC

BUY
 -
835
+ 1.02%
$54.4K - $63.8K
82.5K $3.66M
Oct 18, 2023 Q3 2023
Riverwater Partners LLC

BUY
 -
821
+ 24.26%
$53.5K - $62.7K
4.21K $187K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
810
+ 3.64%
$52.8K - $61.9K
23.1K $1.02M
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
805
+ 0.82%
$52.5K - $61.5K
98.6K $4.38M
May 24, 2024 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
799
+ 40.97%
$52.1K - $61.1K
2.75K $122K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
787
+ 1.69%
$51.3K - $60.1K
47.4K $2.1M
Oct 24, 2023 Q3 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
775
+ 3.4%
$50.5K - $59.2K
23.6K $1.05M
Nov 02, 2023 Q3 2023
Alpha Family Trust

Los Angeles, CA
BUY
 -
775
+ 18.79%
$50.5K - $59.2K
4.9K $217K
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
774
+ 1.56%
$50.4K - $59.1K
50.5K $2.24M
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
764
+ 15.06%
$49.8K - $58.4K
5.84K $259K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
762
+ 23.24%
$49.7K - $58.2K
4.04K $179K
Nov 14, 2023 Q3 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
748
+ 24.16%
$48.7K - $57.2K
3.84K $171K
Nov 15, 2023 Q3 2023
Brick & Kyle, Associates

Newtown, PA
BUY
 -
731
+ 1.0%
$47.6K - $55.9K
74.1K $3.28M
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
725
+ 13.31%
$47.2K - $55.4K
6.17K $274K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
718
+ 0.47%
$46.8K - $54.9K
154K $6.83M
Oct 10, 2023 Q3 2023
Greenfield Savings Bank

BUY
 -
713
+ 3.82%
$46.5K - $54.5K
19.4K $859K
Nov 14, 2023 Q3 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
711
+ 9.94%
$46.3K - $54.3K
7.87K $349K
Nov 03, 2023 Q3 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
702
+ 1.45%
$45.7K - $53.6K
49K $2.18M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
701
+ 0.64%
$45.7K - $53.6K
110K $4.89M
Oct 30, 2023 Q3 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
700
+ 14.16%
$45.6K - $53.5K
5.65K $250K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
689
+ 51.65%
$44.9K - $52.6K
2.02K $89.7K
Nov 14, 2023 Q3 2023
Unison Asset Management LLC

BUY
 -
660
+ 1.18%
$43K - $50.4K
56.5K $2.51M
Oct 30, 2023 Q3 2023
Portman Square Capital LLP

London, X0
BUY
 -
656
+ 4.23%
$42.8K - $50.1K
16.2K $717K
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
652
+ 15.77%
$42.5K - $49.8K
4.79K $212K
Nov 08, 2023 Q3 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
646
+ 0.8%
$42.1K - $49.4K
81.6K $3.62M
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
644
+ 10.65%
$42K - $49.2K
6.69K $297K
Oct 25, 2023 Q3 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
640
+ 5.29%
$41.7K - $48.9K
12.7K $565K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
636
+ 3.54%
$41.4K - $48.6K
18.6K $826K
Nov 09, 2023 Q3 2023
Excalibur Management Corp

BUY
 -
630
+ 1.45%
$41.1K - $48.1K
44K $1.95M
Nov 14, 2023 Q3 2023
Mmbg Investment Advisors Co.

BUY
 -
630
+ 2.28%
$41.1K - $48.1K
28.3K $1.25M

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