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 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15+ 0.43% |
$1.32K - $1.56K
|
3.5K
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.03% |
$1.32K - $1.56K
|
53.6K
$2.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
15+ 0.56% |
$1.32K - $1.56K
|
2.7K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
15+ 0.29% |
$1.32K - $1.56K
|
5.11K
$269K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
14+ 0.13% |
$1.24K - $1.45K
|
11.1K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
14+ 0.39% |
$1.24K - $1.45K
|
3.63K
$191K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.43% |
$1.15K - $1.35K
|
3.04K
$160K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13+ 0.24% |
$1.15K - $1.35K
|
5.45K
$287K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
13+ 4.59% |
$1.15K - $1.35K
|
296
$15.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
13+ 0.09% |
$1.15K - $1.35K
|
14.9K
$785K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13+ 0.04% |
$1.15K - $1.35K
|
31.8K
$1.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
12+ 0.07% |
$1.06K - $1.25K
|
17.5K
$919K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11+ 0.44% |
$971 - $1.14K
|
2.53K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
11+ 0.41% |
$971 - $1.14K
|
2.68K
$141K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11+ 0.16% |
$971 - $1.14K
|
6.93K
$364K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10+ 0.45% |
$883 - $1.04K
|
2.23K
$117K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.21% |
$883 - $1.04K
|
4.89K
$257K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$883 - $1.04K
|
70
$3.68K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
10New |
$883 - $1.04K
|
10
$526
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.67% |
$883 - $1.04K
|
1.51K
$79.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
10New |
$883 - $1.04K
|
10
$526
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10+ 0.4% |
$883 - $1.04K
|
2.54K
$134K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.19% |
$794 - $934
|
4.81K
$253K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
9+ 0.34% |
$794 - $934
|
2.68K
$141K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9+ 0.2% |
$794 - $934
|
4.61K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.4% |
$794 - $934
|
2.28K
$120K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9+ 0.55% |
$794 - $934
|
1.66K
$87.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$706 - $830
|
8
$421
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$706 - $830
|
8
$421
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8New |
$706 - $830
|
8
$421
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7+ 0.02% |
$618 - $726
|
33K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 1.41% |
$618 - $726
|
504
$26.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.06% |
$618 - $726
|
11.7K
$616K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
7+ 0.53% |
$618 - $726
|
1.32K
$69.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.22% |
$530 - $623
|
2.7K
$142K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$441 - $519
|
4.57K
$240K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.03% |
$441 - $519
|
18.7K
$983K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.56% |
$441 - $519
|
905
$47.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.19% |
$441 - $519
|
2.64K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4+ 0.01% |
$353 - $415
|
54.4K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.07% |
$353 - $415
|
5.37K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.11% |
$353 - $415
|
3.58K
$188K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4+ 0.06% |
$353 - $415
|
6.62K
$348K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.55% |
$265 - $311
|
545
$28.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.06% |
$265 - $311
|
4.96K
$261K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$265 - $311
|
7.13K
$375K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.6% |
$265 - $311
|
503
$26.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$265 - $311
|
3.21K
$169K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3+ 0.05% |
$265 - $311
|
6.53K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.16% |
$265 - $311
|
1.83K
$96.2K
|