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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
90+ 2.94% |
$7.94K - $9.34K
|
3.16K
$166K
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
90+ 0.08% |
$7.94K - $9.34K
|
108K
$5.68M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
89+ 1.29% |
$7.85K - $9.24K
|
6.98K
$367K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
86New |
$7.59K - $8.93K
|
86
$4.53K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
85+ 1.79% |
$7.5K - $8.82K
|
4.84K
$255K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
84New |
$7.41K - $8.72K
|
84
$4.42K
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
83+ 0.63% |
$7.32K - $8.61K
|
13.2K
$694K
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 3.8% |
$7.24K - $8.51K
|
2.24K
$118K
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
81New |
$7.15K - $8.41K
|
81
$4.26K
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
81+ 0.24% |
$7.15K - $8.41K
|
33.2K
$1.75M
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
80+ 0.38% |
$7.06K - $8.3K
|
21.2K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
80+ 3.03% |
$7.06K - $8.3K
|
2.72K
$143K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
77+ 1.14% |
$6.8K - $7.99K
|
6.83K
$360K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
75+ 1.13% |
$6.62K - $7.78K
|
6.72K
$353K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
75+ 0.93% |
$6.62K - $7.78K
|
8.15K
$429K
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
72+ 0.28% |
$6.35K - $7.47K
|
26.2K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
72New |
$6.35K - $7.47K
|
72
$3.79K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$6.27K - $7.37K
|
71
$3.74K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
69+ 1.52% |
$6.09K - $7.16K
|
4.61K
$243K
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
68+ 1.11% |
$6K - $7.06K
|
6.19K
$326K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
66+ 1.75% |
$5.82K - $6.85K
|
3.84K
$202K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
65+ 2.35% |
$5.74K - $6.75K
|
2.83K
$149K
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
63+ 2.46% |
$5.56K - $6.54K
|
2.63K
$138K
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
BUY
|
- |
63+ 0.37% |
$5.56K - $6.54K
|
16.9K
$890K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 17.13% |
$5.47K - $6.43K
|
424
$22.3K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
61+ 2.47% |
$5.38K - $6.33K
|
2.54K
$133K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
60+ 0.38% |
$5.3K - $6.23K
|
15.9K
$836K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
59+ 14.79% |
$5.21K - $6.12K
|
458
$24.1K
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
58+ 2.52% |
$5.12K - $6.02K
|
2.36K
$124K
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
57+ 0.22% |
$5.03K - $5.92K
|
25.4K
$1.34M
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
57+ 0.57% |
$5.03K - $5.92K
|
10K
$529K
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
56+ 2.5% |
$4.94K - $5.81K
|
2.3K
$121K
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
55+ 1.73% |
$4.85K - $5.71K
|
3.24K
$170K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
54+ 5.75% |
$4.77K - $5.6K
|
993
$52.3K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$4.59K - $5.4K
|
52
$2.74K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
52+ 0.52% |
$4.59K - $5.4K
|
10.1K
$533K
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
51+ 2.16% |
$4.5K - $5.29K
|
2.41K
$127K
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
50+ 96.15% |
$4.41K - $5.19K
|
102
$5.37K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
50New |
$4.41K - $5.19K
|
50
$2.63K
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50+ 0.15% |
$4.41K - $5.19K
|
32.7K
$1.72M
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
49+ 1.97% |
$4.32K - $5.09K
|
2.54K
$134K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
49+ 0.56% |
$4.32K - $5.09K
|
8.84K
$465K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
49+ 0.46% |
$4.32K - $5.09K
|
10.8K
$569K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
48+ 0.55% |
$4.24K - $4.98K
|
8.79K
$463K
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
48+ 0.39% |
$4.24K - $4.98K
|
12.3K
$645K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.55% |
$4.24K - $4.98K
|
8.79K
$463K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
45+ 0.92% |
$3.97K - $4.67K
|
4.96K
$261K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
44+ 3.0% |
$3.88K - $4.57K
|
1.51K
$79.4K
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
43+ 0.27% |
$3.79K - $4.46K
|
16K
$843K
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
43+ 1.92% |
$3.79K - $4.46K
|
2.28K
$120K
|