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
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
43+ 1.92% |
$3.79K - $4.46K
|
2.28K
$129K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
40+ 0.17% |
$3.53K - $4.15K
|
23.8K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40+ 0.21% |
$3.53K - $4.15K
|
19.2K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
38+ 0.21% |
$3.35K - $3.94K
|
18.4K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
38+ 1.58% |
$3.35K - $3.94K
|
2.44K
$138K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
36+ 1.51% |
$3.18K - $3.74K
|
2.43K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
36New |
$3.18K - $3.74K
|
36
$2.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
36+ 0.43% |
$3.18K - $3.74K
|
8.32K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
35+ 0.74% |
$3.09K - $3.63K
|
4.78K
$270K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34+ 1.03% |
$3K - $3.53K
|
3.34K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
34+ 0.63% |
$3K - $3.53K
|
5.41K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
33+ 0.42% |
$2.91K - $3.42K
|
7.91K
$447K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 6.8% |
$2.91K - $3.42K
|
518
$29.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
33+ 1.4% |
$2.91K - $3.42K
|
2.4K
$135K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
32New |
$2.82K - $3.32K
|
32
$1.81K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
32+ 0.47% |
$2.82K - $3.32K
|
6.86K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
32+ 0.7% |
$2.82K - $3.32K
|
4.6K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 2.38% |
$2.82K - $3.32K
|
1.37K
$77.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.01% |
$2.74K - $3.22K
|
297K
$16.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
30+ 0.34% |
$2.65K - $3.11K
|
8.85K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
30New |
$2.65K - $3.11K
|
30
$1.69K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
29+ 12.45% |
$2.56K - $3.01K
|
262
$14.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
29+ 0.31% |
$2.56K - $3.01K
|
9.45K
$534K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
29+ 0.56% |
$2.56K - $3.01K
|
5.17K
$292K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
29+ 0.81% |
$2.56K - $3.01K
|
3.61K
$204K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
29+ 8.36% |
$2.56K - $3.01K
|
376
$21.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
29+ 0.54% |
$2.56K - $3.01K
|
5.45K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
29+ 1.05% |
$2.56K - $3.01K
|
2.79K
$157K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
28+ 0.93% |
$2.47K - $2.91K
|
3.05K
$172K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.8% |
$2.38K - $2.8K
|
1.52K
$86.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 0.66% |
$2.38K - $2.8K
|
4.13K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
27+ 0.19% |
$2.38K - $2.8K
|
14.5K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
26+ 0.04% |
$2.29K - $2.7K
|
68.9K
$3.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
25+ 0.26% |
$2.21K - $2.59K
|
9.79K
$553K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
25+ 100.0% |
$2.21K - $2.59K
|
50
$2.82K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
25+ 500.0% |
$2.21K - $2.59K
|
30
$1.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
25+ 0.13% |
$2.21K - $2.59K
|
19.6K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
23+ 0.02% |
$2.03K - $2.39K
|
121K
$6.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23+ 0.29% |
$2.03K - $2.39K
|
7.96K
$449K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
22+ 0.11% |
$1.94K - $2.28K
|
20.4K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22+ 0.09% |
$1.94K - $2.28K
|
24.2K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.27% |
$1.85K - $2.18K
|
7.9K
$446K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20New |
$1.77K - $2.08K
|
20
$1.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 0.26% |
$1.77K - $2.08K
|
7.72K
$436K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
19+ 0.36% |
$1.68K - $1.97K
|
5.26K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18+ 0.19% |
$1.59K - $1.87K
|
9.54K
$539K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
18+ 0.53% |
$1.59K - $1.87K
|
3.41K
$192K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18+ 0.57% |
$1.59K - $1.87K
|
3.19K
$180K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.59% |
$1.41K - $1.66K
|
2.72K
$153K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
16+ 0.42% |
$1.41K - $1.66K
|
3.78K
$214K
|