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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 0.53% |
$1.04K - $1.22K
|
3.01K
$134K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 13.83% |
$847 - $993
|
107
$4.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
12+ 0.29% |
$782 - $917
|
4.15K
$184K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.07% |
$782 - $917
|
18.4K
$816K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 0.62% |
$717 - $841
|
1.79K
$79.4K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 0.62% |
$717 - $841
|
1.79K
$79.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
10+ 0.08% |
$652 - $764
|
13.1K
$582K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
10+ 0.21% |
$652 - $764
|
4.89K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 0.37% |
$587 - $688
|
2.43K
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.6% |
$587 - $688
|
1.5K
$66.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$521 - $611
|
8
$355
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
8+ 0.02% |
$521 - $611
|
51.7K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$521 - $611
|
6.29K
$279K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8+ 0.73% |
$521 - $611
|
1.11K
$49.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
5+ 0.05% |
$326 - $382
|
9.14K
$406K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.27% |
$326 - $382
|
1.86K
$82.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$326 - $382
|
3.32K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 1.31% |
$261 - $306
|
309
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.12% |
$261 - $306
|
3.43K
$152K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4New |
$261 - $306
|
4
$177
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
3+ 0.04% |
$196 - $229
|
7.66K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.06% |
$196 - $229
|
5.41K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.8% |
$196 - $229
|
378
$16.8K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.05% |
$196 - $229
|
6.62K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.05% |
$130 - $153
|
4.32K
$191K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.04% |
$130 - $153
|
4.96K
$220K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.19% |
$130 - $153
|
1.07K
$47.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.76% |
$130 - $153
|
264
$11.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.29% |
$130 - $153
|
703
$31.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$130 - $153
|
3.07K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.07% |
$130 - $153
|
2.94K
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$65.2 - $76.4
|
3.37K
$150K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 0.59% |
$65.2 - $76.4
|
170
$7.54K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1+ 0.01% |
$65.2 - $76.4
|
11.1K
$493K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$65.2 - $76.4
|
804
$35.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.67% |
$65.2 - $76.4
|
151
$6.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.02% |
$65.2 - $76.4
|
5.26K
$234K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.02% |
$65.2 - $76.4
|
4.99K
$221K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.68% |
$65.2 - $76.4
|
147
$6.52K
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$65.2 - $76.4
|
9.23K
$409K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.63% |
$65.2 - $76.4
|
159
$7.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$65.2 - $76.4
|
12.1K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$65.2 - $76.4
|
6.05K
$268K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.3% |
$130 - $153
|
659
$29.2K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2- 0.17% |
$130 - $153
|
1.2K
$53.1K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2- 0.06% |
$130 - $153
|
3.61K
$160K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 0.16% |
$261 - $306
|
2.45K
$109K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$326 - $382
|
6.19K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6- 0.04% |
$391 - $458
|
13.6K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.21% |
$456 - $535
|
3.33K
$148K
|