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
|
Neumann Capital Management, LLC
|
BUY
|
- |
400+ 0.95% |
$35.3K - $41.5K
|
42.5K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
400+ 2.58% |
$35.3K - $41.5K
|
15.9K
$837K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
393+ 0.78% |
$34.7K - $40.8K
|
50.9K
$2.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Unison Asset Management LLC
|
BUY
|
- |
390+ 0.81% |
$34.4K - $40.5K
|
48.6K
$2.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
388+ 0.64% |
$34.2K - $40.3K
|
60.6K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
388+ 18.68% |
$34.2K - $40.3K
|
2.47K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
386+ 0.34% |
$34.1K - $40.1K
|
115K
$6.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
384+ 1.66% |
$33.9K - $39.9K
|
23.5K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
383+ 6.05% |
$33.8K - $39.7K
|
6.71K
$353K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
377+ 1.37% |
$33.3K - $39.1K
|
28K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
375+ 1.02% |
$33.1K - $38.9K
|
37.1K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
BUY
|
- |
375+ 4.26% |
$33.1K - $38.9K
|
9.18K
$483K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
374+ 1.21% |
$33K - $38.8K
|
31.3K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
374+ 8.97% |
$33K - $38.8K
|
4.54K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
373+ 3.07% |
$32.9K - $38.7K
|
12.5K
$660K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
370+ 1.18% |
$32.7K - $38.4K
|
31.7K
$1.67M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
365+ 8.5% |
$32.2K - $37.9K
|
4.66K
$245K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
361+ 1.32% |
$31.9K - $37.5K
|
27.7K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
360+ 1.01% |
$31.8K - $37.4K
|
35.9K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
359+ 1.88% |
$31.7K - $37.3K
|
19.5K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
357+ 4.66% |
$31.5K - $37K
|
8.02K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
356+ 9.04% |
$31.4K - $36.9K
|
4.29K
$226K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
353+ 1.51% |
$31.2K - $36.6K
|
23.7K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
352+ 8.66% |
$31.1K - $36.5K
|
4.42K
$233K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
351+ 2.49% |
$31K - $36.4K
|
14.5K
$762K
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
350+ 0.09% |
$30.9K - $36.3K
|
400K
$21.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
BUY
|
- |
350+ 2.92% |
$30.9K - $36.3K
|
12.3K
$649K
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
350+ 1.27% |
$30.9K - $36.3K
|
27.8K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
350+ 0.46% |
$30.9K - $36.3K
|
76K
$4M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
347+ 16.55% |
$30.6K - $36K
|
2.44K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
347+ 0.41% |
$30.6K - $36K
|
85.4K
$4.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
345+ 2.4% |
$30.4K - $35.8K
|
14.7K
$774K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
343New |
$30.3K - $35.6K
|
343
$18K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
343+ 4.0% |
$30.3K - $35.6K
|
8.93K
$470K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
339+ 0.83% |
$29.9K - $35.2K
|
41.4K
$2.18M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
337+ 2.15% |
$29.7K - $35K
|
16K
$842K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
334+ 11.0% |
$29.5K - $34.7K
|
3.37K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
331+ 1.0% |
$29.2K - $34.4K
|
33.6K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
330New |
$29.1K - $34.2K
|
330
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
330+ 1.62% |
$29.1K - $34.2K
|
20.8K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
329+ 27.67% |
$29K - $34.1K
|
1.52K
$79.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
327+ 1.61% |
$28.9K - $33.9K
|
20.6K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
327+ 0.38% |
$28.9K - $33.9K
|
86K
$4.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
325+ 5.49% |
$28.7K - $33.7K
|
6.25K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
325+ 0.42% |
$28.7K - $33.7K
|
77K
$4.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
319+ 9.12% |
$28.2K - $33.1K
|
3.82K
$201K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
313+ 2.53% |
$27.6K - $32.5K
|
12.7K
$668K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
311+ 4.18% |
$27.4K - $32.3K
|
7.75K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
309+ 8.13% |
$27.3K - $32.1K
|
4.11K
$216K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
308+ 3.15% |
$27.2K - $32K
|
10.1K
$531K
|