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 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-16- 0.61% |
$1.41K - $1.66K
|
2.62K
$138K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16- 19.05% |
$1.41K - $1.66K
|
68
$3.58K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-19- 0.29% |
$1.68K - $1.97K
|
6.51K
$343K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-19- 0.64% |
$1.68K - $1.97K
|
2.95K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-19- 0.15% |
$1.68K - $1.97K
|
12.5K
$659K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-19- 0.4% |
$1.68K - $1.97K
|
4.68K
$246K
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-20- 0.02% |
$1.77K - $2.08K
|
121K
$6.39M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20- 1.43% |
$1.77K - $2.08K
|
1.37K
$72.3K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-20- 1.43% |
$1.77K - $2.08K
|
1.37K
$72.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 0.32% |
$1.77K - $2.08K
|
6.19K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-21- 0.71% |
$1.85K - $2.18K
|
2.93K
$154K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21- 0.76% |
$1.85K - $2.18K
|
2.74K
$144K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-22- 0.75% |
$1.94K - $2.28K
|
2.93K
$154K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-22- 0.71% |
$1.94K - $2.28K
|
3.08K
$162K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-23- 0.23% |
$2.03K - $2.39K
|
10.2K
$536K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 0.66% |
$2.03K - $2.39K
|
3.46K
$182K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-23- 0.41% |
$2.03K - $2.39K
|
5.54K
$291K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-24- 0.1% |
$2.12K - $2.49K
|
23.4K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-25- 0.18% |
$2.21K - $2.59K
|
13.6K
$714K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-26- 0.71% |
$2.29K - $2.7K
|
3.64K
$191K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-26- 8.87% |
$2.29K - $2.7K
|
267
$14K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-29- 1.26% |
$2.56K - $3.01K
|
2.28K
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-31- 23.66% |
$2.74K - $3.22K
|
100
$5.26K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-34- 0.3% |
$3K - $3.53K
|
11.3K
$595K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-34- 0.45% |
$3K - $3.53K
|
7.53K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-34- 1.07% |
$3K - $3.53K
|
3.14K
$165K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-35- 5.83% |
$3.09K - $3.63K
|
565
$29.7K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-35- 1.39% |
$3.09K - $3.63K
|
2.49K
$131K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-36- 0.29% |
$3.18K - $3.74K
|
12.5K
$659K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-36- 0.55% |
$3.18K - $3.74K
|
6.52K
$343K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-36- 1.05% |
$3.18K - $3.74K
|
3.39K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-36- 0.2% |
$3.18K - $3.74K
|
18.2K
$957K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-37- 2.14% |
$3.27K - $3.84K
|
1.69K
$89K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-38- 0.34% |
$3.35K - $3.94K
|
11.1K
$584K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-39- 66.1% |
$3.44K - $4.05K
|
20
$1.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-40- 28.37% |
$3.53K - $4.15K
|
101
$5.31K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-40- 1.1% |
$3.53K - $4.15K
|
3.58K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-40- 3.29% |
$3.53K - $4.15K
|
1.18K
$61.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-40- 1.74% |
$3.53K - $4.15K
|
2.26K
$119K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-43- 0.77% |
$3.79K - $4.46K
|
5.55K
$292K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-44- 0.72% |
$3.88K - $4.57K
|
6.05K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-47- 1.9% |
$4.15K - $4.88K
|
2.42K
$127K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-48- 1.38% |
$4.24K - $4.98K
|
3.42K
$180K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-48- 0.24% |
$4.24K - $4.98K
|
19.7K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-49- 0.62% |
$4.32K - $5.09K
|
7.83K
$412K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-49- 3.06% |
$4.32K - $5.09K
|
1.55K
$81.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-49- 1.69% |
$4.32K - $5.09K
|
2.85K
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-50- 3.96% |
$4.41K - $5.19K
|
1.21K
$63.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-50- 0.36% |
$4.41K - $5.19K
|
13.7K
$721K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-50- 2.79% |
$4.41K - $5.19K
|
1.74K
$91.6K
|