Purchases and Sales Made in Q3 2023 in Cvs Health Corp (CVS)
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 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
397+ 1.86% |
$25.9K - $30.3K
|
21.8K
$966K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
397+ 0.12% |
$25.9K - $30.3K
|
324K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
395+ 0.54% |
$25.7K - $30.2K
|
73.2K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
390+ 1.37% |
$25.4K - $29.8K
|
28.9K
$1.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
386+ 0.22% |
$25.2K - $29.5K
|
175K
$7.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
383+ 3.12% |
$25K - $29.3K
|
12.7K
$562K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
380+ 2.04% |
$24.8K - $29K
|
19K
$845K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
375+ 25.32% |
$24.4K - $28.7K
|
1.86K
$82.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
375+ 1.29% |
$24.4K - $28.7K
|
29.4K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
373+ 2.23% |
$24.3K - $28.5K
|
17.1K
$759K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
371+ 0.5% |
$24.2K - $28.3K
|
75.3K
$3.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
365+ 2.79% |
$23.8K - $27.9K
|
13.5K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
365+ 2.13% |
$23.8K - $27.9K
|
17.5K
$778K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
363+ 5.55% |
$23.7K - $27.7K
|
6.9K
$306K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
356+ 8.12% |
$23.2K - $27.2K
|
4.74K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
355+ 6.91% |
$23.1K - $27.1K
|
5.49K
$244K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 3.48% |
$23.1K - $27K
|
10.5K
$467K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
353+ 0.87% |
$23K - $27K
|
40.7K
$1.81M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
345+ 1.17% |
$22.5K - $26.4K
|
29.8K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
337+ 4.25% |
$22K - $25.8K
|
8.26K
$366K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
336+ 2.37% |
$21.9K - $25.7K
|
14.5K
$643K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
332+ 0.4% |
$21.6K - $25.4K
|
83.1K
$3.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
319+ 3.0% |
$20.8K - $24.4K
|
11K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
317+ 3.75% |
$20.7K - $24.2K
|
8.77K
$389K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
314+ 6.38% |
$20.5K - $24K
|
5.24K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
311+ 2.44% |
$20.3K - $23.8K
|
13K
$579K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
310+ 9.6% |
$20.2K - $23.7K
|
3.54K
$157K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308+ 1.13% |
$20.1K - $23.5K
|
27.6K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.38% |
$19.6K - $22.9K
|
79.6K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
300+ 1.3% |
$19.6K - $22.9K
|
23.4K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
299+ 2.88% |
$19.5K - $22.8K
|
10.7K
$474K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
296+ 31.13% |
$19.3K - $22.6K
|
1.25K
$55.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
295+ 9.56% |
$19.2K - $22.5K
|
3.38K
$150K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
290+ 5.14% |
$18.9K - $22.2K
|
5.93K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
287+ 5.43% |
$18.7K - $21.9K
|
5.58K
$247K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
282+ 5.74% |
$18.4K - $21.5K
|
5.2K
$230K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
281+ 1.26% |
$18.3K - $21.5K
|
22.6K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
280+ 0.27% |
$18.2K - $21.4K
|
104K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
279+ 4.78% |
$18.2K - $21.3K
|
6.12K
$271K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
277+ 0.04% |
$18.1K - $21.2K
|
697K
$30.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
277+ 150.54% |
$18.1K - $21.2K
|
461
$20.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
275New |
$17.9K - $21K
|
275
$12.2K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
268+ 7.17% |
$17.5K - $20.5K
|
4K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
267+ 1.92% |
$17.4K - $20.4K
|
14.2K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
267+ 8.53% |
$17.4K - $20.4K
|
3.4K
$151K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
265+ 0.76% |
$17.3K - $20.2K
|
35.3K
$1.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
263+ 4.28% |
$17.1K - $20.1K
|
6.41K
$284K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
262New |
$17.1K - $20K
|
262
$11.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
260+ 6.67% |
$16.9K - $19.9K
|
4.16K
$184K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
258+ 0.28% |
$16.8K - $19.7K
|
93.7K
$4.16M
|