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 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
257+ 1.67% |
$16.7K - $19.6K
|
15.7K
$695K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
257+ 7.1% |
$16.7K - $19.6K
|
3.88K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
255+ 2.46% |
$16.6K - $19.5K
|
10.6K
$471K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250New |
$16.3K - $19.1K
|
250
$11.1K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
250New |
$16.3K - $19.1K
|
250
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
248+ 2.94% |
$16.2K - $18.9K
|
8.69K
$385K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
239+ 2.0% |
$15.6K - $18.3K
|
12.2K
$540K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
238+ 6.77% |
$15.5K - $18.2K
|
3.75K
$166K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
238+ 0.72% |
$15.5K - $18.2K
|
33.3K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
235+ 2.24% |
$15.3K - $18K
|
10.7K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
233+ 2.29% |
$15.2K - $17.8K
|
10.4K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
231+ 7.15% |
$15.1K - $17.7K
|
3.46K
$154K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
230+ 7.13% |
$15K - $17.6K
|
3.46K
$153K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
227+ 0.21% |
$14.8K - $17.3K
|
109K
$4.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
225+ 1.68% |
$14.7K - $17.2K
|
13.6K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
225+ 7.56% |
$14.7K - $17.2K
|
3.2K
$142K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
221+ 1.53% |
$14.4K - $16.9K
|
14.7K
$652K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
219+ 5.78% |
$14.3K - $16.7K
|
4.01K
$178K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
210+ 4.31% |
$13.7K - $16K
|
5.08K
$225K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
209+ 16.8% |
$13.6K - $16K
|
1.45K
$64.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
209+ 1.92% |
$13.6K - $16K
|
11.1K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
202+ 2.97% |
$13.2K - $15.4K
|
7K
$311K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
201+ 1.52% |
$13.1K - $15.4K
|
13.5K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
200+ 1.89% |
$13K - $15.3K
|
10.8K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
195New |
$12.7K - $14.9K
|
195
$8.65K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
194+ 2.03% |
$12.6K - $14.8K
|
9.76K
$433K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
194+ 0.63% |
$12.6K - $14.8K
|
30.8K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
187+ 5.39% |
$12.2K - $14.3K
|
3.66K
$162K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
181+ 1.3% |
$11.8K - $13.8K
|
14.1K
$625K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
177+ 1.17% |
$11.5K - $13.5K
|
15.3K
$678K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
176+ 0.24% |
$11.5K - $13.4K
|
74.3K
$3.3M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
173+ 4.67% |
$11.3K - $13.2K
|
3.87K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
172New |
$11.2K - $13.1K
|
172
$7.63K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
172+ 2.47% |
$11.2K - $13.1K
|
7.14K
$317K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
172+ 5.74% |
$11.2K - $13.1K
|
3.17K
$141K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
170+ 3.36% |
$11.1K - $13K
|
5.23K
$232K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
168+ 5.65% |
$10.9K - $12.8K
|
3.14K
$139K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
163+ 2.64% |
$10.6K - $12.5K
|
6.34K
$281K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 3.95% |
$10.2K - $11.9K
|
4.1K
$182K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
154+ 1.86% |
$10K - $11.8K
|
8.45K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
153+ 0.19% |
$9.97K - $11.7K
|
80.4K
$3.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
151+ 1.32% |
$9.84K - $11.5K
|
11.6K
$513K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
150+ 1.59% |
$9.78K - $11.5K
|
9.58K
$425K
|
|
|
Oct 19, 2023
Q3 2023
|
Lane Generational LLC
|
BUY
|
- |
150+ 0.28% |
$9.78K - $11.5K
|
54.4K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
150+ 9.5% |
$9.78K - $11.5K
|
1.73K
$76.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
148+ 4.94% |
$9.65K - $11.3K
|
3.14K
$139K
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
140+ 0.19% |
$9.12K - $10.7K
|
75.6K
$3.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
137+ 16.25% |
$8.93K - $10.5K
|
980
$43.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
135+ 0.21% |
$8.8K - $10.3K
|
64.1K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132+ 22.37% |
$8.6K - $10.1K
|
722
$32K
|