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 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
202+ 8.88% |
$17.8K - $21K
|
2.48K
$140K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
198+ 7.24% |
$17.5K - $20.5K
|
2.93K
$166K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
190+ 0.87% |
$16.8K - $19.7K
|
22.1K
$1.25M
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
190New |
$16.8K - $19.7K
|
190
$10.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
187+ 2.14% |
$16.5K - $19.4K
|
8.91K
$503K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
179+ 0.88% |
$15.8K - $18.6K
|
20.5K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 7.27% |
$15.7K - $18.5K
|
2.63K
$148K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
175+ 5.95% |
$15.4K - $18.2K
|
3.12K
$176K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
175+ 4.82% |
$15.4K - $18.2K
|
3.8K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
174+ 0.25% |
$15.4K - $18.1K
|
68.9K
$3.89M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
174+ 0.31% |
$15.4K - $18.1K
|
56.2K
$3.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
166+ 5.18% |
$14.6K - $17.2K
|
3.37K
$190K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
166+ 7.08% |
$14.6K - $17.2K
|
2.51K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
166+ 6.33% |
$14.6K - $17.2K
|
2.79K
$158K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
165+ 2.31% |
$14.6K - $17.1K
|
7.3K
$412K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
165+ 2.49% |
$14.6K - $17.1K
|
6.79K
$384K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
165+ 1.71% |
$14.6K - $17.1K
|
9.8K
$553K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
165+ 0.44% |
$14.6K - $17.1K
|
37.4K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
163+ 5.5% |
$14.4K - $16.9K
|
3.13K
$177K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
163New |
$14.4K - $16.9K
|
163
$9.21K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
161+ 5.91% |
$14.2K - $16.7K
|
2.89K
$163K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
161+ 3.05% |
$14.2K - $16.7K
|
5.44K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
161+ 1.77% |
$14.2K - $16.7K
|
9.24K
$522K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
160New |
$14.1K - $16.6K
|
160
$9.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
160New |
$14.1K - $16.6K
|
160
$9.04K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
159+ 4.08% |
$14K - $16.5K
|
4.06K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
158+ 0.33% |
$13.9K - $16.4K
|
48.5K
$2.74M
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
156+ 0.54% |
$13.8K - $16.2K
|
29K
$1.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
155+ 4.04% |
$13.7K - $16.1K
|
3.99K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
154+ 3.75% |
$13.6K - $16K
|
4.26K
$240K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
153+ 0.47% |
$13.5K - $15.9K
|
32.7K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
152+ 13.77% |
$13.4K - $15.8K
|
1.26K
$70.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
151+ 1.55% |
$13.3K - $15.7K
|
9.89K
$558K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
150+ 3.2% |
$13.2K - $15.6K
|
4.84K
$273K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
149+ 4.54% |
$13.1K - $15.5K
|
3.43K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
149+ 3.45% |
$13.1K - $15.5K
|
4.47K
$253K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
147+ 1.77% |
$13K - $15.3K
|
8.45K
$477K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
146+ 5.77% |
$12.9K - $15.2K
|
2.68K
$151K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
145+ 2.72% |
$12.8K - $15K
|
5.48K
$309K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
140+ 0.44% |
$12.4K - $14.5K
|
32.2K
$1.82M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
140+ 1.46% |
$12.4K - $14.5K
|
9.74K
$550K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
140+ 5.57% |
$12.4K - $14.5K
|
2.65K
$150K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
140+ 1.66% |
$12.4K - $14.5K
|
8.57K
$484K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
140+ 1.36% |
$12.4K - $14.5K
|
10.4K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
139+ 2.75% |
$12.3K - $14.4K
|
5.2K
$293K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
139New |
$12.3K - $14.4K
|
139
$7.85K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
139New |
$12.3K - $14.4K
|
139
$7.85K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
136+ 0.42% |
$12K - $14.1K
|
32.4K
$1.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
134+ 0.51% |
$11.8K - $13.9K
|
26.3K
$1.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
133New |
$11.7K - $13.8K
|
133
$7.51K
|