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 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-91- 5.04% |
$8.03K - $9.44K
|
1.72K
$96.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-92- 1.68% |
$8.12K - $9.55K
|
5.38K
$304K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-94- 3.79% |
$8.3K - $9.76K
|
2.39K
$135K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-94- 1.49% |
$8.3K - $9.76K
|
6.21K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-94- 36.02% |
$8.3K - $9.76K
|
167
$9.43K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 3.0% |
$8.3K - $9.76K
|
3.04K
$172K
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-95- 0.23% |
$8.38K - $9.86K
|
41.3K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-95- 0.58% |
$8.38K - $9.86K
|
16.3K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-95- 2.3% |
$8.38K - $9.86K
|
4.04K
$228K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-96- 4.52% |
$8.47K - $9.96K
|
2.03K
$114K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-97- 3.64% |
$8.56K - $10.1K
|
2.57K
$145K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-97- 2.54% |
$8.56K - $10.1K
|
3.73K
$211K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-98- 3.55% |
$8.65K - $10.2K
|
2.66K
$150K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-100- 3.36% |
$8.83K - $10.4K
|
2.88K
$162K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-100- 13.33% |
$8.83K - $10.4K
|
650
$36.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-100- 1.52% |
$8.83K - $10.4K
|
6.49K
$366K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-100- 0.25% |
$8.83K - $10.4K
|
39.8K
$2.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-100- 3.98% |
$8.83K - $10.4K
|
2.42K
$136K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 0.63% |
$8.83K - $10.4K
|
15.8K
$895K
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-100- 0.31% |
$8.83K - $10.4K
|
31.9K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 0.5% |
$8.83K - $10.4K
|
19.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-100- 1.64% |
$8.83K - $10.4K
|
5.98K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 4.18% |
$8.83K - $10.4K
|
2.29K
$130K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 1.95% |
$8.83K - $10.4K
|
5.03K
$284K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 2.2% |
$8.83K - $10.4K
|
4.44K
$251K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-103- 1.83% |
$9.09K - $10.7K
|
5.52K
$312K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-105- 1.3% |
$9.27K - $10.9K
|
8K
$452K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-105- 0.8% |
$9.27K - $10.9K
|
12.9K
$731K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-111- 1.15% |
$9.8K - $11.5K
|
9.51K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-112- 4.8% |
$9.88K - $11.6K
|
2.22K
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-116- 8.63% |
$10.2K - $12K
|
1.23K
$69.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-117- 0.36% |
$10.3K - $12.1K
|
32.3K
$1.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-119- 0.65% |
$10.5K - $12.3K
|
18.3K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-120- 0.77% |
$10.6K - $12.5K
|
15.4K
$872K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-120- 1.52% |
$10.6K - $12.5K
|
7.77K
$439K
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-123- 0.06% |
$10.9K - $12.8K
|
211K
$11.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-124- 3.21% |
$10.9K - $12.9K
|
3.74K
$211K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-125- 1.84% |
$11K - $13K
|
6.67K
$377K
|
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-125- 0.32% |
$11K - $13K
|
39.2K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-125- 0.45% |
$11K - $13K
|
27.5K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-126- 1.13% |
$11.1K - $13.1K
|
11K
$621K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-126- 0.16% |
$11.1K - $13.1K
|
76.6K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-130- 4.15% |
$11.5K - $13.5K
|
3K
$169K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-133- 1.1% |
$11.7K - $13.8K
|
12K
$677K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-133- 0.26% |
$11.7K - $13.8K
|
51K
$2.88M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-133- 0.84% |
$11.7K - $13.8K
|
15.7K
$884K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-134- 5.04% |
$11.8K - $13.9K
|
2.53K
$143K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-136- 1.0% |
$12K - $14.1K
|
13.5K
$762K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-136- 1.25% |
$12K - $14.1K
|
10.7K
$606K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-139- 2.78% |
$12.3K - $14.4K
|
4.87K
$275K
|