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 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
306+ 11.7% |
$27K - $31.8K
|
2.92K
$154K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
305New |
$26.9K - $31.7K
|
305
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
305+ 4.5% |
$26.9K - $31.7K
|
7.08K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
305New |
$26.9K - $31.7K
|
305
$16K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
302+ 1.48% |
$26.7K - $31.3K
|
20.6K
$1.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
300+ 1.0% |
$26.5K - $31.1K
|
30.3K
$1.59M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$26.5K - $31.1K
|
300
$15.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
300+ 0.59% |
$26.5K - $31.1K
|
51K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
BUY
|
- |
300+ 0.19% |
$26.5K - $31.1K
|
159K
$8.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 7.14% |
$26.5K - $31.1K
|
4.5K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300+ 7.2% |
$26.5K - $31.1K
|
4.46K
$235K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
294+ 4.95% |
$25.9K - $30.5K
|
6.24K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
290+ 1.24% |
$25.6K - $30.1K
|
23.6K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
289+ 0.8% |
$25.5K - $30K
|
36.4K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
289+ 7.45% |
$25.5K - $30K
|
4.17K
$219K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
283+ 0.87% |
$25K - $29.4K
|
32.9K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
283+ 0.4% |
$25K - $29.4K
|
70.5K
$3.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
280+ 1.69% |
$24.7K - $29.1K
|
16.8K
$886K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
280+ 9.18% |
$24.7K - $29.1K
|
3.33K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
275+ 28.74% |
$24.3K - $28.5K
|
1.23K
$64.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
273+ 0.62% |
$24.1K - $28.3K
|
44.4K
$2.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
271+ 0.61% |
$23.9K - $28.1K
|
44.8K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
269+ 6.7% |
$23.7K - $27.9K
|
4.28K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
268New |
$23.7K - $27.8K
|
268
$14.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
260+ 7.74% |
$22.9K - $27K
|
3.62K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
258+ 1.4% |
$22.8K - $26.8K
|
18.7K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
257+ 7.26% |
$22.7K - $26.7K
|
3.8K
$200K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
255+ 9.35% |
$22.5K - $26.5K
|
2.98K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
255+ 7.3% |
$22.5K - $26.5K
|
3.75K
$197K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
249+ 0.5% |
$22K - $25.8K
|
50K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
248+ 3.8% |
$21.9K - $25.7K
|
6.77K
$356K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
247+ 0.42% |
$21.8K - $25.6K
|
58.7K
$3.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
245+ 0.62% |
$21.6K - $25.4K
|
39.7K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
245+ 3.11% |
$21.6K - $25.4K
|
8.11K
$427K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
243+ 0.46% |
$21.4K - $25.2K
|
53K
$2.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
240+ 3.15% |
$21.2K - $24.9K
|
7.85K
$413K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
238+ 2.65% |
$21K - $24.7K
|
9.21K
$485K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
225+ 1022.73% |
$19.9K - $23.4K
|
247
$13K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
224+ 1.66% |
$19.8K - $23.2K
|
13.7K
$722K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
221+ 0.16% |
$19.5K - $22.9K
|
142K
$7.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
221+ 227.84% |
$19.5K - $22.9K
|
318
$16.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
215+ 1.39% |
$19K - $22.3K
|
15.7K
$828K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
212+ 1.96% |
$18.7K - $22K
|
11K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
212+ 2.58% |
$18.7K - $22K
|
8.44K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
211New |
$18.6K - $21.9K
|
211
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
207+ 1.43% |
$18.3K - $21.5K
|
14.7K
$772K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
206+ 5.15% |
$18.2K - $21.4K
|
4.21K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
203+ 5.0% |
$17.9K - $21.1K
|
4.26K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
202+ 0.38% |
$17.8K - $21K
|
53.9K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
202+ 8.88% |
$17.8K - $21K
|
2.48K
$130K
|