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 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-255- 1.96% |
$22.5K - $26.5K
|
12.7K
$671K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-255- 1.83% |
$22.5K - $26.5K
|
13.7K
$719K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-258- 0.69% |
$22.8K - $26.8K
|
37K
$1.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-259- 6.45% |
$22.9K - $26.9K
|
3.76K
$198K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-259- 0.93% |
$22.9K - $26.9K
|
27.6K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-260- 7.28% |
$22.9K - $27K
|
3.31K
$174K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-261- 0.15% |
$23K - $27.1K
|
173K
$9.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-263- 6.4% |
$23.2K - $27.3K
|
3.85K
$202K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-265- 6.78% |
$23.4K - $27.5K
|
3.65K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-265- 8.39% |
$23.4K - $27.5K
|
2.9K
$152K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-268- 21.27% |
$23.7K - $27.8K
|
992
$52.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-268- 56.78% |
$23.7K - $27.8K
|
204
$10.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-270- 1.23% |
$23.8K - $28K
|
21.7K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-273- 1.24% |
$24.1K - $28.3K
|
21.7K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-274- 0.67% |
$24.2K - $28.4K
|
40.8K
$2.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-276- 2.44% |
$24.4K - $28.6K
|
11K
$581K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-277- 0.9% |
$24.4K - $28.7K
|
30.5K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-281- 1.72% |
$24.8K - $29.2K
|
16K
$844K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-283- 1.5% |
$25K - $29.4K
|
18.6K
$977K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-286- 1.07% |
$25.2K - $29.7K
|
26.4K
$1.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-288- 7.23% |
$25.4K - $29.9K
|
3.69K
$194K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-289- 0.52% |
$25.5K - $30K
|
54.9K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-293- 2.12% |
$25.9K - $30.4K
|
13.5K
$713K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-295- 1.36% |
$26K - $30.6K
|
21.4K
$1.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-296- 1.19% |
$26.1K - $30.7K
|
24.5K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-296- 8.76% |
$26.1K - $30.7K
|
3.08K
$162K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
SELL
|
- |
-298- 2.67% |
$26.3K - $30.9K
|
10.9K
$572K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-299- 1.52% |
$26.4K - $31K
|
19.3K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-300- 1.66% |
$26.5K - $31.1K
|
17.8K
$935K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-300- 1.36% |
$26.5K - $31.1K
|
21.7K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 0.09% |
$26.5K - $31.1K
|
342K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 2.74% |
$26.5K - $31.1K
|
10.7K
$561K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-301- 5.7% |
$26.6K - $31.2K
|
4.98K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-301- 11.44% |
$26.6K - $31.2K
|
2.33K
$123K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-302- 2.89% |
$26.7K - $31.3K
|
10.1K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-304- 0.76% |
$26.8K - $31.5K
|
39.6K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-305- 0.51% |
$26.9K - $31.7K
|
59.1K
$3.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-308- 3.8% |
$27.2K - $32K
|
7.79K
$410K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-309- 5.01% |
$27.3K - $32.1K
|
5.85K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-310- 0.51% |
$27.4K - $32.2K
|
60.9K
$3.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-315- 10.5% |
$27.8K - $32.7K
|
2.69K
$141K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
SELL
|
- |
-318- 0.06% |
$28.1K - $33K
|
560K
$29.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-318- 10.0% |
$28.1K - $33K
|
2.86K
$151K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-319- 2.19% |
$28.2K - $33.1K
|
14.3K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-324- 3.2% |
$28.6K - $33.6K
|
9.79K
$515K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-325- 0.51% |
$28.7K - $33.7K
|
63.2K
$3.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Puzo Michael J
|
SELL
|
- |
-325- 0.52% |
$28.7K - $33.7K
|
62.8K
$3.3M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-331- 2.91% |
$29.2K - $34.4K
|
11K
$581K
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
SELL
|
- |
-332- 2.23% |
$29.3K - $34.5K
|
14.6K
$767K
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-336- 5.02% |
$29.7K - $34.9K
|
6.35K
$334K
|