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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-336- 5.02% |
$29.7K - $34.9K
|
6.35K
$359K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-341- 0.16% |
$30.1K - $35.4K
|
216K
$12.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-342- 3.09% |
$30.2K - $35.5K
|
10.7K
$605K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-345- 0.68% |
$30.4K - $35.8K
|
50.5K
$2.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-347- 0.19% |
$30.6K - $36K
|
183K
$10.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-350- 1.78% |
$30.9K - $36.3K
|
19.3K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-350- 2.37% |
$30.9K - $36.3K
|
14.4K
$813K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-353- 1.16% |
$31.2K - $36.6K
|
30.2K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-354- 9.93% |
$31.2K - $36.7K
|
3.21K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-355- 9.02% |
$31.3K - $36.8K
|
3.58K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-356- 94.93% |
$31.4K - $36.9K
|
19
$1.07K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-358- 7.44% |
$31.6K - $37.2K
|
4.46K
$252K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-360- 6.6% |
$31.8K - $37.4K
|
5.09K
$288K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-362- 4.35% |
$31.9K - $37.6K
|
7.96K
$449K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-363- 2.76% |
$32K - $37.7K
|
12.8K
$722K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-364- 9.57% |
$32.1K - $37.8K
|
3.44K
$194K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-364- 6.41% |
$32.1K - $37.8K
|
5.31K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-365- 3.7% |
$32.2K - $37.9K
|
9.49K
$536K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-367- 4.27% |
$32.4K - $38.1K
|
8.23K
$465K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-371- 2.58% |
$32.7K - $38.5K
|
14K
$791K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-373- 0.17% |
$32.9K - $38.7K
|
215K
$12.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-375- 5.05% |
$33.1K - $38.9K
|
7.05K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-377- 1.29% |
$33.3K - $39.1K
|
28.9K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-377- 3.9% |
$33.3K - $39.1K
|
9.28K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-383- 10.04% |
$33.8K - $39.7K
|
3.43K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-387- 5.43% |
$34.2K - $40.2K
|
6.74K
$381K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-387- 2.17% |
$34.2K - $40.2K
|
17.4K
$984K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-387- 5.43% |
$34.2K - $40.2K
|
6.74K
$381K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-388- 0.25% |
$34.2K - $40.3K
|
155K
$8.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-389- 1.69% |
$34.3K - $40.4K
|
22.7K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-390- 2.55% |
$34.4K - $40.5K
|
14.9K
$843K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-391- 5.32% |
$34.5K - $40.6K
|
6.96K
$393K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-394- 1.92% |
$34.8K - $40.9K
|
20.1K
$1.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-395- 1.66% |
$34.9K - $41K
|
23.4K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-396- 9.79% |
$34.9K - $41.1K
|
3.65K
$206K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-400- 5.59% |
$35.3K - $41.5K
|
6.75K
$381K
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-400- 8.55% |
$35.3K - $41.5K
|
4.28K
$242K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-400- 5.08% |
$35.3K - $41.5K
|
7.47K
$422K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-400- 6.54% |
$35.3K - $41.5K
|
5.72K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-406- 1.37% |
$35.8K - $42.1K
|
29.3K
$1.66M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-414- 3.66% |
$36.5K - $43K
|
10.9K
$616K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-421- 2.24% |
$37.2K - $43.7K
|
18.4K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-422- 1.82% |
$37.2K - $43.8K
|
22.7K
$1.28M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-425- 10.22% |
$37.5K - $44.1K
|
3.73K
$211K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-425- 7.3% |
$37.5K - $44.1K
|
5.4K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-425- 7.87% |
$37.5K - $44.1K
|
4.97K
$281K
|
|
|
Jan 30, 2023
Q4 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-428- 0.49% |
$37.8K - $44.4K
|
86.7K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-430- 3.38% |
$37.9K - $44.6K
|
12.3K
$695K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-435- 16.67% |
$38.4K - $45.1K
|
2.17K
$123K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-440- 0.55% |
$38.8K - $45.7K
|
79.7K
$4.5M
|