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 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
131+ 1.19% |
$11.6K - $13.6K
|
11.2K
$587K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
129+ 1.24% |
$11.4K - $13.4K
|
10.6K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
125+ 2.63% |
$11K - $13K
|
4.88K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
124+ 2.71% |
$10.9K - $12.9K
|
4.71K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124New |
$10.9K - $12.9K
|
124
$6.52K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
122New |
$10.8K - $12.7K
|
122
$6.42K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
122+ 1.53% |
$10.8K - $12.7K
|
8.12K
$427K
|
|
|
Jan 31, 2023
Q4 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
122+ 0.11% |
$10.8K - $12.7K
|
110K
$5.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
122+ 0.76% |
$10.8K - $12.7K
|
16.3K
$855K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
120+ 1.84% |
$10.6K - $12.5K
|
6.63K
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
119+ 1.2% |
$10.5K - $12.3K
|
10K
$527K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
119+ 1.38% |
$10.5K - $12.3K
|
8.74K
$460K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
115+ 0.67% |
$10.1K - $11.9K
|
17.4K
$916K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
115+ 1.31% |
$10.1K - $11.9K
|
8.88K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
115+ 0.92% |
$10.1K - $11.9K
|
12.6K
$661K
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
114+ 0.63% |
$10.1K - $11.8K
|
18.3K
$964K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
112+ 1.74% |
$9.88K - $11.6K
|
6.55K
$345K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
109New |
$9.62K - $11.3K
|
109
$5.74K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
108+ 0.97% |
$9.53K - $11.2K
|
11.3K
$593K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
107+ 0.57% |
$9.44K - $11.1K
|
19K
$998K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
107+ 0.86% |
$9.44K - $11.1K
|
12.5K
$658K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
107+ 9.22% |
$9.44K - $11.1K
|
1.27K
$66.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
106+ 1.02% |
$9.35K - $11K
|
10.5K
$554K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106New |
$9.35K - $11K
|
106
$5.58K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
105+ 28.53% |
$9.27K - $10.9K
|
473
$24.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
105+ 4.56% |
$9.27K - $10.9K
|
2.41K
$127K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
104+ 0.85% |
$9.18K - $10.8K
|
12.3K
$648K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
104+ 2.1% |
$9.18K - $10.8K
|
5.05K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
104+ 3.77% |
$9.18K - $10.8K
|
2.86K
$150K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
103+ 1.82% |
$9.09K - $10.7K
|
5.77K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
103+ 0.19% |
$9.09K - $10.7K
|
54.7K
$2.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
102+ 0.25% |
$9K - $10.6K
|
40.4K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
101+ 1.52% |
$8.91K - $10.5K
|
6.76K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
101+ 2.02% |
$8.91K - $10.5K
|
5.09K
$268K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
101+ 0.47% |
$8.91K - $10.5K
|
21.7K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
100+ 1.33% |
$8.83K - $10.4K
|
7.61K
$400K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
100+ 2.56% |
$8.83K - $10.4K
|
4K
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100+ 3.01% |
$8.83K - $10.4K
|
3.42K
$180K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 9.86% |
$8.83K - $10.4K
|
1.11K
$58.6K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
100+ 0.82% |
$8.83K - $10.4K
|
12.3K
$648K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
99+ 0.08% |
$8.74K - $10.3K
|
129K
$6.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
98+ 0.14% |
$8.65K - $10.2K
|
69.1K
$3.64M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
97+ 2.31% |
$8.56K - $10.1K
|
4.3K
$226K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
96+ 2.98% |
$8.47K - $9.96K
|
3.32K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
95+ 1.53% |
$8.38K - $9.86K
|
6.32K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
95+ 3.31% |
$8.38K - $9.86K
|
2.97K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94+ 0.36% |
$8.3K - $9.76K
|
26.5K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
94+ 3.84% |
$8.3K - $9.76K
|
2.54K
$134K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
91+ 2.11% |
$8.03K - $9.44K
|
4.41K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
91+ 3.36% |
$8.03K - $9.44K
|
2.8K
$147K
|