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 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
518New |
$45.7K - $53.8K
|
518
$29.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
517New |
$45.6K - $53.7K
|
517
$29.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
514+ 2.88% |
$45.4K - $53.3K
|
18.4K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
513+ 2.0% |
$45.3K - $53.2K
|
26.2K
$1.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
513+ 5.52% |
$45.3K - $53.2K
|
9.8K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
510+ 9.02% |
$45K - $52.9K
|
6.16K
$348K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
509+ 8.41% |
$44.9K - $52.8K
|
6.56K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
505+ 1.68% |
$44.6K - $52.4K
|
30.6K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
502New |
$44.3K - $52.1K
|
502
$28.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
500+ 4.05% |
$44.1K - $51.9K
|
12.8K
$725K
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
500+ 1.61% |
$44.1K - $51.9K
|
31.6K
$1.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
500+ 1.84% |
$44.1K - $51.9K
|
27.7K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
BUY
|
- |
500+ 1.85% |
$44.1K - $51.9K
|
27.5K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
500+ 0.79% |
$44.1K - $51.9K
|
63.8K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
500+ 2.6% |
$44.1K - $51.9K
|
19.8K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
500+ 2.11% |
$44.1K - $51.9K
|
24.2K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
494+ 8.42% |
$43.6K - $51.3K
|
6.36K
$359K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
489+ 6.7% |
$43.2K - $50.7K
|
7.79K
$440K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
488+ 2.24% |
$43.1K - $50.6K
|
22.3K
$1.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
488+ 0.63% |
$43.1K - $50.6K
|
78.3K
$4.42M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
483+ 15.66% |
$42.6K - $50.1K
|
3.57K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
480+ 0.65% |
$42.4K - $49.8K
|
74.8K
$4.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
479+ 11.03% |
$42.3K - $49.7K
|
4.82K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
475+ 1.04% |
$41.9K - $49.3K
|
46K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
474+ 0.94% |
$41.8K - $49.2K
|
51K
$2.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
472+ 64.66% |
$41.7K - $49K
|
1.2K
$67.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
472+ 2.69% |
$41.7K - $49K
|
18K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
466+ 2.73% |
$41.1K - $48.4K
|
17.6K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
463+ 2.69% |
$40.9K - $48.1K
|
17.7K
$997K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
453+ 2.4% |
$40K - $47K
|
19.4K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
451+ 0.44% |
$39.8K - $46.8K
|
103K
$5.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
450+ 4.29% |
$39.7K - $46.7K
|
10.9K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
446+ 3.95% |
$39.4K - $46.3K
|
11.7K
$663K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
444+ 6.88% |
$39.2K - $46.1K
|
6.89K
$389K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
444+ 6.88% |
$39.2K - $46.1K
|
6.89K
$389K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
443+ 8.5% |
$39.1K - $46K
|
5.66K
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
441+ 10.6% |
$38.9K - $45.8K
|
4.6K
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
441+ 11.23% |
$38.9K - $45.8K
|
4.37K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
439+ 9.47% |
$38.7K - $45.6K
|
5.07K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
432New |
$38.1K - $44.8K
|
432
$24.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
427+ 7.82% |
$37.7K - $44.3K
|
5.89K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
425New |
$37.5K - $44.1K
|
425
$24K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
425New |
$37.5K - $44.1K
|
425
$24K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
420+ 85.19% |
$37.1K - $43.6K
|
913
$51.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
417+ 13.79% |
$36.8K - $43.3K
|
3.44K
$194K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
415+ 10.76% |
$36.6K - $43.1K
|
4.27K
$241K
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
415+ 5.16% |
$36.6K - $43.1K
|
8.45K
$477K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
414+ 18.61% |
$36.5K - $43K
|
2.64K
$149K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
409+ 6.37% |
$36.1K - $42.4K
|
6.83K
$386K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
408+ 5.06% |
$36K - $42.3K
|
8.47K
$478K
|