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 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-187- 1.58% |
$16.5K - $19.4K
|
11.7K
$614K
|
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-187- 3.4% |
$16.5K - $19.4K
|
5.32K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-187- 0.5% |
$16.5K - $19.4K
|
37.3K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-191- 2.63% |
$16.9K - $19.8K
|
7.06K
$371K
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-192- 1.14% |
$16.9K - $19.9K
|
16.6K
$874K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-193- 0.62% |
$17K - $20K
|
31.1K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-197- 8.32% |
$17.4K - $20.4K
|
2.17K
$114K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-199- 0.67% |
$17.6K - $20.7K
|
29.5K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-200- 3.71% |
$17.7K - $20.8K
|
5.19K
$273K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 40.0% |
$17.7K - $20.8K
|
300
$15.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-200- 4.09% |
$17.7K - $20.8K
|
4.69K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-200- 2.37% |
$17.7K - $20.8K
|
8.23K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-201- 1.25% |
$17.7K - $20.9K
|
15.9K
$836K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-203- 5.98% |
$17.9K - $21.1K
|
3.19K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-203- 1.67% |
$17.9K - $21.1K
|
12K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-204- 0.48% |
$18K - $21.2K
|
42.6K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-205- 5.31% |
$18.1K - $21.3K
|
3.65K
$192K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-206- 0.63% |
$18.2K - $21.4K
|
32.7K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-208- 3.43% |
$18.4K - $21.6K
|
5.86K
$308K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-209- 2.99% |
$18.4K - $21.7K
|
6.78K
$357K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-210- 6.43% |
$18.5K - $21.8K
|
3.06K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-211- 0.25% |
$18.6K - $21.9K
|
82.6K
$4.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-216- 0.9% |
$19.1K - $22.4K
|
23.7K
$1.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-217- 3.35% |
$19.2K - $22.5K
|
6.25K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-217- 8.16% |
$19.2K - $22.5K
|
2.44K
$129K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-219- 9.16% |
$19.3K - $22.7K
|
2.17K
$114K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-220- 5.34% |
$19.4K - $22.8K
|
3.9K
$205K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-220- 2.46% |
$19.4K - $22.8K
|
8.73K
$460K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-226- 0.21% |
$19.9K - $23.5K
|
106K
$5.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-226- 2.37% |
$19.9K - $23.5K
|
9.29K
$489K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-227- 0.41% |
$20K - $23.6K
|
55.6K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-227- 8.97% |
$20K - $23.6K
|
2.3K
$121K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230- 0.68% |
$20.3K - $23.9K
|
33.6K
$1.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-231- 3.09% |
$20.4K - $24K
|
7.25K
$381K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-232- 2.39% |
$20.5K - $24.1K
|
9.48K
$499K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-233- 25.83% |
$20.6K - $24.2K
|
669
$35.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-234- 2.1% |
$20.7K - $24.3K
|
10.9K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-236- 0.55% |
$20.8K - $24.5K
|
42.8K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-238- 21.44% |
$21K - $24.7K
|
872
$45.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-239- 5.9% |
$21.1K - $24.8K
|
3.81K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-239- 0.96% |
$21.1K - $24.8K
|
24.7K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-240- 3.09% |
$21.2K - $24.9K
|
7.52K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-241- 2.03% |
$21.3K - $25K
|
11.6K
$613K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-246- 9.97% |
$21.7K - $25.5K
|
2.22K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-246- 1.18% |
$21.7K - $25.5K
|
20.6K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
SELL
|
- |
-247- 0.19% |
$21.8K - $25.6K
|
132K
$6.94M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 3.62% |
$22.1K - $25.9K
|
6.65K
$350K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-253- 5.6% |
$22.3K - $26.3K
|
4.26K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-253- 2.71% |
$22.3K - $26.3K
|
9.07K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-254- 4.28% |
$22.4K - $26.4K
|
5.68K
$299K
|