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 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.02% |
$265 - $311
|
14.2K
$748K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.09% |
$265 - $311
|
3.42K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
3+ 0.01% |
$265 - $311
|
47.1K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.07% |
$265 - $311
|
4.48K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
3+ 0.1% |
$265 - $311
|
2.92K
$154K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
2+ 0.06% |
$177 - $208
|
3.21K
$169K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.54% |
$177 - $208
|
370
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.4% |
$177 - $208
|
505
$26.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$88.3 - $104
|
4.68K
$246K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.96% |
$88.3 - $104
|
105
$5.53K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$88.3 - $104
|
612
$32.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$88.3 - $104
|
2.6K
$137K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.33% |
$88.3 - $104
|
303
$15.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.03% |
$88.3 - $104
|
3.28K
$172K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.01% |
$88.3 - $104
|
8.62K
$453K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.01% |
$88.3 - $104
|
8.03K
$423K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$88.3 - $104
|
3.08K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$88.3 - $104
|
4.18K
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.01% |
$88.3 - $104
|
11.6K
$610K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$88.3 - $104
|
1.36K
$71.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.0% |
$88.3 - $104
|
27.4K
$1.44M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.25% |
$88.3 - $104
|
400
$21K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.03% |
$88.3 - $104
|
3.66K
$192K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-1- 0.01% |
$88.3 - $104
|
15.8K
$833K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-1- 0.01% |
$88.3 - $104
|
10.8K
$570K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 5.88% |
$88.3 - $104
|
16
$842
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1- 0.03% |
$88.3 - $104
|
3.92K
$206K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2- 0.22% |
$177 - $208
|
904
$47.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2- 0.42% |
$177 - $208
|
477
$25.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$177 - $208
|
8.76K
$461K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-3- 0.09% |
$265 - $311
|
3.24K
$170K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.31% |
$265 - $311
|
973
$51.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.07% |
$265 - $311
|
4.2K
$221K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 0.02% |
$353 - $415
|
16.2K
$853K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4- 0.05% |
$353 - $415
|
8.49K
$447K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.65% |
$353 - $415
|
607
$31.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-5- 0.12% |
$441 - $519
|
4.26K
$224K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-5- 0.12% |
$441 - $519
|
4.03K
$212K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.24% |
$530 - $623
|
2.5K
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-6- 0.23% |
$530 - $623
|
2.63K
$138K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-8- 0.17% |
$706 - $830
|
4.77K
$251K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.18% |
$794 - $934
|
4.96K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-9- 3.0% |
$794 - $934
|
291
$15.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-10- 0.13% |
$883 - $1.04K
|
7.74K
$407K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-11- 0.03% |
$971 - $1.14K
|
40.6K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11- 0.07% |
$971 - $1.14K
|
15.7K
$827K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-12- 0.47% |
$1.06K - $1.25K
|
2.55K
$134K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13- 0.53% |
$1.15K - $1.35K
|
2.43K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14- 0.35% |
$1.24K - $1.45K
|
4.02K
$212K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-16- 0.62% |
$1.41K - $1.66K
|
2.58K
$136K
|