Purchases and Sales Made in Q4 2022 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.74K+ 82.49% |
$242K - $284K
|
6.06K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.74K+ 6.16% |
$241K - $284K
|
47.2K
$2.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.73K+ 73.92% |
$241K - $283K
|
6.42K
$338K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.73K+ 13.58% |
$241K - $283K
|
22.8K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.7KNew |
$238K - $280K
|
2.7K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.67KNew |
$236K - $277K
|
2.67K
$141K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.66K+ 116.1% |
$235K - $276K
|
4.95K
$261K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.66KNew |
$234K - $276K
|
2.66K
$140K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.64KNew |
$233K - $274K
|
2.64K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 2.64% |
$232K - $273K
|
102K
$5.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.63KNew |
$232K - $273K
|
2.63K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.62KNew |
$232K - $272K
|
2.62K
$138K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.6KNew |
$230K - $270K
|
2.6K
$137K
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
2.58K+ 0.63% |
$228K - $268K
|
414K
$21.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.58K+ 1.3% |
$227K - $267K
|
201K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.57KNew |
$227K - $267K
|
2.57K
$135K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.57K+ 1.37% |
$227K - $267K
|
190K
$10M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.55K+ 0.94% |
$225K - $264K
|
274K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 11.83% |
$225K - $264K
|
24.1K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 45.83% |
$224K - $264K
|
8.09K
$426K
|
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
BUY
|
- |
2.51K+ 4.19% |
$222K - $260K
|
62.4K
$3.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.5K+ 26.86% |
$221K - $260K
|
11.8K
$622K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.48KNew |
$219K - $258K
|
2.48K
$131K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.48KNew |
$219K - $258K
|
2.48K
$131K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.48K+ 11.98% |
$218K - $257K
|
23.1K
$1.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.45KNew |
$216K - $254K
|
2.45K
$129K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.45K+ 35.22% |
$216K - $254K
|
9.4K
$495K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.44KNew |
$215K - $253K
|
2.44K
$128K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.43KNew |
$215K - $252K
|
2.43K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.43K+ 14.87% |
$214K - $252K
|
18.8K
$987K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.43K+ 12.02% |
$214K - $252K
|
22.6K
$1.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
2.42K+ 0.08% |
$214K - $251K
|
2.89M
$152M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.41KNew |
$213K - $251K
|
2.41K
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.41KNew |
$213K - $250K
|
2.41K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.38KNew |
$210K - $247K
|
2.38K
$125K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.38K+ 0.48% |
$210K - $247K
|
493K
$25.9M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.36K+ 107.36% |
$208K - $245K
|
4.56K
$240K
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
2.36KNew |
$208K - $245K
|
2.36K
$124K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.36KNew |
$208K - $245K
|
2.36K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.36KNew |
$208K - $245K
|
2.36K
$124K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.34K+ 1.76% |
$207K - $243K
|
136K
$7.14M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.32K+ 34.83% |
$205K - $241K
|
8.99K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.31KNew |
$204K - $240K
|
2.31K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.29K+ 9.1% |
$202K - $238K
|
27.5K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
2.28K+ 1.74% |
$202K - $237K
|
134K
$7.04M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.28KNew |
$201K - $237K
|
2.28K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.26K+ 18.81% |
$199K - $234K
|
14.2K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.25KNew |
$198K - $233K
|
2.25K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.24KNew |
$198K - $232K
|
2.24K
$118K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.24KNew |
$197K - $232K
|
2.24K
$118K
|