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
|
Albert D Mason Inc
|
BUY
|
- |
50+ 0.33% |
$3.26K - $3.82K
|
15.3K
$677K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
50+ 0.37% |
$3.26K - $3.82K
|
13.4K
$594K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
50+ 0.06% |
$3.26K - $3.82K
|
80.4K
$3.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 1.69% |
$3.26K - $3.82K
|
3.02K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
50+ 0.27% |
$3.26K - $3.82K
|
18.5K
$819K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
49+ 0.03% |
$3.19K - $3.74K
|
159K
$7.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48+ 11.46% |
$3.13K - $3.67K
|
467
$20.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
47+ 0.29% |
$3.06K - $3.59K
|
16K
$710K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
46+ 1.49% |
$3K - $3.51K
|
3.13K
$139K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 0.38% |
$2.87K - $3.36K
|
11.6K
$513K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
44+ 1.39% |
$2.87K - $3.36K
|
3.21K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
44New |
$2.87K - $3.36K
|
44
$1.95K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 3.6% |
$2.8K - $3.29K
|
1.24K
$54.9K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
43+ 1.13% |
$2.8K - $3.29K
|
3.86K
$171K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
42+ 0.05% |
$2.74K - $3.21K
|
89.9K
$3.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41+ 1.01% |
$2.67K - $3.13K
|
4.1K
$182K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
40+ 0.16% |
$2.61K - $3.06K
|
25.7K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
39+ 0.19% |
$2.54K - $2.98K
|
21K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
39+ 0.13% |
$2.54K - $2.98K
|
30.5K
$1.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
38+ 0.28% |
$2.48K - $2.9K
|
13.7K
$606K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
37+ 0.62% |
$2.41K - $2.83K
|
5.97K
$265K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
37+ 1.06% |
$2.41K - $2.83K
|
3.52K
$156K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 23.38% |
$2.35K - $2.75K
|
190
$8.43K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
35+ 2.35% |
$2.28K - $2.67K
|
1.53K
$67.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
35+ 1.04% |
$2.28K - $2.67K
|
3.41K
$151K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
35+ 0.83% |
$2.28K - $2.67K
|
4.23K
$188K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
32+ 1.04% |
$2.09K - $2.45K
|
3.12K
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
31+ 15.27% |
$2.02K - $2.37K
|
234
$10.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
31+ 1.03% |
$2.02K - $2.37K
|
3.05K
$135K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
30+ 0.34% |
$1.96K - $2.29K
|
8.95K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
28+ 19.31% |
$1.82K - $2.14K
|
173
$7.67K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
27+ 0.93% |
$1.76K - $2.06K
|
2.93K
$130K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25+ 1.62% |
$1.63K - $1.91K
|
1.57K
$69.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
24+ 0.73% |
$1.56K - $1.83K
|
3.3K
$146K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24New |
$1.56K - $1.83K
|
24
$1.06K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
23+ 0.57% |
$1.5K - $1.76K
|
4.04K
$179K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 11.33% |
$1.5K - $1.76K
|
226
$10K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
22+ 0.85% |
$1.43K - $1.68K
|
2.61K
$116K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
21+ 0.08% |
$1.37K - $1.6K
|
25.1K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
21+ 0.26% |
$1.37K - $1.6K
|
8.01K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 0.7% |
$1.37K - $1.6K
|
3.02K
$134K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
20+ 0.29% |
$1.3K - $1.53K
|
6.99K
$310K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
19+ 0.62% |
$1.24K - $1.45K
|
3.09K
$137K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
19+ 0.76% |
$1.24K - $1.45K
|
2.51K
$111K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
19+ 0.24% |
$1.24K - $1.45K
|
7.99K
$355K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
19+ 9.95% |
$1.24K - $1.45K
|
210
$9.32K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
18New |
$1.17K - $1.38K
|
18
$798
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17+ 0.58% |
$1.11K - $1.3K
|
2.96K
$131K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
17New |
$1.11K - $1.3K
|
17
$754
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
16+ 0.11% |
$1.04K - $1.22K
|
14.5K
$643K
|