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 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-205- 0.32% |
$13.4K - $15.7K
|
63.7K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-212- 6.63% |
$13.8K - $16.2K
|
2.99K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-212- 57.92% |
$13.8K - $16.2K
|
154
$6.83K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-216- 8.21% |
$14.1K - $16.5K
|
2.42K
$107K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-218- 67.49% |
$14.2K - $16.7K
|
105
$4.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-218- 9.07% |
$14.2K - $16.7K
|
2.19K
$96.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-222- 3.97% |
$14.5K - $17K
|
5.37K
$238K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-224- 36.42% |
$14.6K - $17.1K
|
391
$17.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-224- 6.85% |
$14.6K - $17.1K
|
3.05K
$135K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-225- 6.35% |
$14.7K - $17.2K
|
3.32K
$147K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-227- 37.03% |
$14.8K - $17.3K
|
386
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-228- 2.49% |
$14.9K - $17.4K
|
8.92K
$396K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-231- 3.55% |
$15.1K - $17.7K
|
6.28K
$278K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-233- 2.32% |
$15.2K - $17.8K
|
9.82K
$436K
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-233- 3.96% |
$15.2K - $17.8K
|
5.66K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-236- 3.7% |
$15.4K - $18K
|
6.14K
$272K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-242- 6.16% |
$15.8K - $18.5K
|
3.69K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-243- 0.6% |
$15.8K - $18.6K
|
40.4K
$1.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-247- 41.03% |
$16.1K - $18.9K
|
355
$15.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-248- 6.96% |
$16.2K - $18.9K
|
3.32K
$147K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-249- 0.86% |
$16.2K - $19K
|
28.7K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-249- 1.89% |
$16.2K - $19K
|
13K
$575K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-250- 2.34% |
$16.3K - $19.1K
|
10.5K
$464K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 3.23% |
$16.3K - $19.1K
|
7.5K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-251- 1.84% |
$16.4K - $19.2K
|
13.4K
$593K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-253- 60.1% |
$16.5K - $19.3K
|
168
$7.45K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-259- 4.11% |
$16.9K - $19.8K
|
6.04K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-261- 6.22% |
$17K - $19.9K
|
3.94K
$175K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-265- 0.99% |
$17.3K - $20.2K
|
26.4K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-267- 5.47% |
$17.4K - $20.4K
|
4.62K
$205K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-269- 5.48% |
$17.5K - $20.6K
|
4.64K
$206K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-273- 0.31% |
$17.8K - $20.9K
|
88.7K
$3.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-275- 2.73% |
$17.9K - $21K
|
9.79K
$434K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-275- 1.44% |
$17.9K - $21K
|
18.9K
$837K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-275- 1.28% |
$17.9K - $21K
|
21.2K
$940K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-275- 4.98% |
$17.9K - $21K
|
5.25K
$233K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-276- 2.97% |
$18K - $21.1K
|
9.03K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-277- 23.04% |
$18.1K - $21.2K
|
925
$41K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-278- 7.9% |
$18.1K - $21.2K
|
3.24K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-279- 1.07% |
$18.2K - $21.3K
|
25.9K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-284- 66.36% |
$18.5K - $21.7K
|
144
$6.39K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-286- 1.8% |
$18.6K - $21.9K
|
15.6K
$690K
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-287- 0.29% |
$18.7K - $21.9K
|
97.6K
$4.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-290- 1.26% |
$18.9K - $22.2K
|
22.8K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-295- 1.6% |
$19.2K - $22.5K
|
18.2K
$806K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-295- 0.09% |
$19.2K - $22.5K
|
337K
$14.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 1.64% |
$19.6K - $22.9K
|
18K
$797K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-300- 4.04% |
$19.6K - $22.9K
|
7.13K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 1.02% |
$19.6K - $22.9K
|
29K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-301- 1.01% |
$19.6K - $23K
|
29.4K
$1.3M
|