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
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.19% |
$4.41K - $5.19K
|
4.16K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-50- 33.33% |
$4.41K - $5.19K
|
100
$5.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-51- 0.06% |
$4.5K - $5.29K
|
82.2K
$4.33M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-51- 0.45% |
$4.5K - $5.29K
|
11.3K
$593K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-52- 0.44% |
$4.59K - $5.4K
|
11.6K
$613K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-52- 0.82% |
$4.59K - $5.4K
|
6.28K
$331K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-54- 0.11% |
$4.77K - $5.6K
|
49.6K
$2.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-54- 0.08% |
$4.77K - $5.6K
|
63.8K
$3.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-55- 1.67% |
$4.85K - $5.71K
|
3.23K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-56- 1.4% |
$4.94K - $5.81K
|
3.94K
$207K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-57- 1.4% |
$5.03K - $5.92K
|
4K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-58- 0.95% |
$5.12K - $6.02K
|
6.04K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 0.49% |
$5.21K - $6.12K
|
11.9K
$628K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-59- 1.15% |
$5.21K - $6.12K
|
5.07K
$267K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-60- 0.71% |
$5.3K - $6.23K
|
8.44K
$444K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.27% |
$5.47K - $6.43K
|
22.9K
$1.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-64- 1.61% |
$5.65K - $6.64K
|
3.9K
$205K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-64- 2.38% |
$5.65K - $6.64K
|
2.62K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-64- 2.13% |
$5.65K - $6.64K
|
2.94K
$155K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-66- 0.73% |
$5.82K - $6.85K
|
8.97K
$472K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-67- 0.64% |
$5.91K - $6.95K
|
10.4K
$547K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-67- 0.96% |
$5.91K - $6.95K
|
6.89K
$363K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-67- 0.28% |
$5.91K - $6.95K
|
23.8K
$1.25M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-70- 2.77% |
$6.18K - $7.26K
|
2.46K
$129K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-74- 0.33% |
$6.53K - $7.68K
|
22.5K
$1.18M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-75- 4.46% |
$6.62K - $7.78K
|
1.61K
$84.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-75- 0.07% |
$6.62K - $7.78K
|
113K
$5.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 1.02% |
$6.62K - $7.78K
|
7.3K
$384K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-75- 0.69% |
$6.62K - $7.78K
|
10.7K
$565K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-75- 0.87% |
$6.62K - $7.78K
|
8.53K
$449K
|
|
|
Feb 10, 2023
Q4 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-75- 3.33% |
$6.62K - $7.78K
|
2.18K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-75- 0.1% |
$6.62K - $7.78K
|
76.6K
$4.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-77- 1.0% |
$6.8K - $7.99K
|
7.6K
$400K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-78- 0.59% |
$6.88K - $8.09K
|
13.3K
$697K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-79- 0.24% |
$6.97K - $8.2K
|
32.4K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-80- 1.95% |
$7.06K - $8.3K
|
4.02K
$211K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-80- 11.08% |
$7.06K - $8.3K
|
642
$33.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-80- 3.1% |
$7.06K - $8.3K
|
2.5K
$132K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-81- 1.01% |
$7.15K - $8.41K
|
7.98K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-81- 2.28% |
$7.15K - $8.41K
|
3.47K
$183K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-81- 37.16% |
$7.15K - $8.41K
|
137
$7.21K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-82- 0.89% |
$7.24K - $8.51K
|
9.17K
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-82- 1.44% |
$7.24K - $8.51K
|
5.6K
$295K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-83- 1.64% |
$7.32K - $8.61K
|
4.99K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-88- 1.19% |
$7.77K - $9.13K
|
7.31K
$385K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-89- 1.8% |
$7.85K - $9.24K
|
4.84K
$255K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-89- 2.86% |
$7.85K - $9.24K
|
3.03K
$159K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-90- 0.09% |
$7.94K - $9.34K
|
94.8K
$4.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-90- 1.22% |
$7.94K - $9.34K
|
7.26K
$382K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-91- 5.04% |
$8.03K - $9.44K
|
1.72K
$90.3K
|