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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
1.29K+ 4.54% |
$114K - $134K
|
29.6K
$1.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.29K+ 1.77% |
$113K - $133K
|
73.8K
$3.88M
|
|
|
Oct 19, 2023
Q4 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.28K+ 1.71% |
$113K - $132K
|
76K
$4M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.26K+ 0.35% |
$111K - $131K
|
358K
$18.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
1.26K+ 1.17% |
$111K - $130K
|
109K
$5.73M
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.26K+ 2.36% |
$111K - $130K
|
54.5K
$2.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.25K+ 1.3% |
$111K - $130K
|
97.4K
$5.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$110K - $129K
|
1.24K
$65.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.24K+ 6.66% |
$109K - $128K
|
19.8K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$108K - $127K
|
1.22K
$64.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.22K+ 19.04% |
$108K - $127K
|
7.64K
$402K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.21K+ 57.67% |
$107K - $126K
|
3.31K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.21K+ 14.09% |
$107K - $125K
|
9.77K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21K+ 5.75% |
$106K - $125K
|
22.2K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.19K+ 0.78% |
$105K - $124K
|
154K
$8.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
1.19K+ 12.75% |
$105K - $123K
|
10.5K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.19K+ 3.87% |
$105K - $123K
|
31.8K
$1.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.18K+ 0.78% |
$104K - $123K
|
154K
$8.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.18K+ 0.54% |
$104K - $122K
|
217K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1.17K+ 0.79% |
$103K - $121K
|
149K
$7.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.17K+ 0.52% |
$103K - $121K
|
225K
$11.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.15K+ 3.19% |
$101K - $119K
|
37.2K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
1.15KNew |
$101K - $119K
|
1.15K
$60.3K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.14K+ 5.25% |
$101K - $119K
|
22.9K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.12K+ 4.15% |
$98.6K - $116K
|
28K
$1.48M
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.12KNew |
$98.4K - $116K
|
1.12K
$58.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.1K+ 1.23% |
$96.7K - $114K
|
90.1K
$4.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.07K+ 46.81% |
$94.6K - $111K
|
3.36K
$177K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1.07K+ 47.74% |
$94.3K - $111K
|
3.31K
$174K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.06K+ 8.62% |
$93.5K - $110K
|
13.4K
$703K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.06K+ 4.57% |
$93.5K - $110K
|
24.2K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.06K+ 0.9% |
$93.2K - $110K
|
118K
$6.23M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1.05K+ 48.86% |
$92.9K - $109K
|
3.21K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.04K+ 33.67% |
$91.9K - $108K
|
4.13K
$217K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.04K+ 0.97% |
$91.5K - $108K
|
108K
$5.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.03K+ 185.69% |
$90.5K - $106K
|
1.58K
$83K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.02K+ 6.59% |
$90.4K - $106K
|
16.6K
$872K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1KNew |
$88.3K - $104K
|
1K
$52.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
999+ 43.61% |
$88.2K - $104K
|
3.29K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
996+ 3.51% |
$87.9K - $103K
|
29.4K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
993+ 30.8% |
$87.6K - $103K
|
4.22K
$222K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
981+ 14.89% |
$86.6K - $102K
|
7.57K
$398K
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
979+ 0.81% |
$86.4K - $102K
|
122K
$6.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
971+ 2.46% |
$85.7K - $101K
|
40.4K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
953+ 5.9% |
$84.1K - $98.9K
|
17.1K
$899K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
950+ 0.21% |
$83.8K - $98.6K
|
461K
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
949+ 5.76% |
$83.7K - $98.5K
|
17.4K
$917K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
945+ 2.49% |
$83.4K - $98.1K
|
38.8K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
941+ 23.54% |
$83K - $97.7K
|
4.94K
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
938+ 0.9% |
$82.8K - $97.3K
|
106K
$5.56M
|