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 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
696+ 5.68% |
$61.4K - $72.2K
|
13K
$732K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
695+ 27.98% |
$61.3K - $72.1K
|
3.18K
$180K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
692+ 3.1% |
$61.1K - $71.8K
|
23K
$1.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
689+ 12.73% |
$60.8K - $71.5K
|
6.1K
$345K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
685+ 10.46% |
$60.5K - $71.1K
|
7.23K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
677+ 23.94% |
$59.7K - $70.3K
|
3.51K
$198K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
675+ 2.52% |
$59.6K - $70.1K
|
27.5K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
675+ 12.34% |
$59.6K - $70.1K
|
6.14K
$347K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
661+ 0.76% |
$58.3K - $68.6K
|
87.3K
$4.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
645+ 6.63% |
$56.9K - $66.9K
|
10.4K
$586K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
625+ 29.43% |
$55.2K - $64.9K
|
2.75K
$155K
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
621+ 1.03% |
$54.8K - $64.4K
|
60.7K
$3.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
615+ 1.39% |
$54.3K - $63.8K
|
44.8K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
614+ 14.67% |
$54.2K - $63.7K
|
4.8K
$271K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
608+ 2.51% |
$53.7K - $63.1K
|
24.8K
$1.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
608+ 25.68% |
$53.7K - $63.1K
|
2.98K
$168K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
605+ 5.02% |
$53.4K - $62.8K
|
12.7K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
604+ 0.07% |
$53.3K - $62.7K
|
841K
$47.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
603+ 22.8% |
$53.2K - $62.6K
|
3.25K
$183K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
599+ 16.33% |
$52.9K - $62.2K
|
4.27K
$241K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
592+ 4.5% |
$52.2K - $61.4K
|
13.7K
$776K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
592+ 5.22% |
$52.2K - $61.4K
|
11.9K
$673K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
590+ 7.73% |
$52.1K - $61.2K
|
8.22K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
590+ 0.2% |
$52.1K - $61.2K
|
299K
$16.9M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
588+ 8.45% |
$51.9K - $61K
|
7.55K
$426K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
587+ 1.12% |
$51.8K - $60.9K
|
53.1K
$3M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
585+ 2.26% |
$51.6K - $60.7K
|
26.4K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
585+ 13.85% |
$51.6K - $60.7K
|
4.81K
$272K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
581New |
$51.3K - $60.3K
|
581
$32.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
580+ 30.1% |
$51.2K - $60.2K
|
2.51K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
580+ 5.57% |
$51.2K - $60.2K
|
11K
$621K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
579+ 19.35% |
$51.1K - $60.1K
|
3.57K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
569+ 2.95% |
$50.2K - $59.1K
|
19.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
556+ 23.61% |
$49.1K - $57.7K
|
2.91K
$164K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
556+ 14.39% |
$49.1K - $57.7K
|
4.42K
$250K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
552+ 1.51% |
$48.7K - $57.3K
|
37.1K
$2.09M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
552+ 4.25% |
$48.7K - $57.3K
|
13.5K
$764K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
550New |
$48.5K - $57.1K
|
550
$31.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
548+ 9.17% |
$48.4K - $56.9K
|
6.53K
$369K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
543+ 4.4% |
$47.9K - $56.4K
|
12.9K
$727K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
542+ 12.44% |
$47.8K - $56.2K
|
4.9K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
536+ 15.91% |
$47.3K - $55.6K
|
3.91K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
533+ 2.62% |
$47K - $55.3K
|
20.8K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
531+ 1.62% |
$46.9K - $55.1K
|
33.3K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
528+ 812.31% |
$46.6K - $54.8K
|
593
$33.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
526+ 0.82% |
$46.4K - $54.6K
|
64.4K
$3.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
522+ 3.9% |
$46.1K - $54.2K
|
13.9K
$786K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
520+ 8.75% |
$45.9K - $54K
|
6.47K
$365K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
519+ 5.96% |
$45.8K - $53.9K
|
9.23K
$522K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
519+ 2.12% |
$45.8K - $53.9K
|
25K
$1.41M
|