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 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-594- 0.46% |
$52.4K - $61.6K
|
127K
$7.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-594- 1.91% |
$52.4K - $61.6K
|
30.5K
$1.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-595- 6.56% |
$52.5K - $61.7K
|
8.47K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-598- 5.33% |
$52.8K - $62.1K
|
10.6K
$600K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-600- 1.67% |
$53K - $62.3K
|
35.4K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-600- 9.09% |
$53K - $62.3K
|
6K
$339K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-601- 1.58% |
$53K - $62.4K
|
37.6K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-615- 0.26% |
$54.3K - $63.8K
|
239K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-620- 4.85% |
$54.7K - $64.3K
|
12.2K
$687K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-624- 11.04% |
$55.1K - $64.8K
|
5.03K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-627- 1.4% |
$55.3K - $65.1K
|
44.1K
$2.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-630- 7.41% |
$55.6K - $65.4K
|
7.87K
$444K
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-630- 1.83% |
$55.6K - $65.4K
|
33.8K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-633- 0.77% |
$55.9K - $65.7K
|
81.6K
$4.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-637- 12.3% |
$56.2K - $66.1K
|
4.54K
$257K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-645- 6.06% |
$56.9K - $66.9K
|
10K
$565K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-647- 17.08% |
$57.1K - $67.1K
|
3.14K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-647- 0.34% |
$57.1K - $67.1K
|
189K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-664- 1.98% |
$58.6K - $68.9K
|
32.9K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-664- 4.11% |
$58.6K - $68.9K
|
15.5K
$875K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-670- 9.99% |
$59.1K - $69.5K
|
6.04K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-675- 1.19% |
$59.6K - $70.1K
|
55.8K
$3.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-682- 13.0% |
$60.2K - $70.8K
|
4.56K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-682- 2.41% |
$60.2K - $70.8K
|
27.6K
$1.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-687- 14.1% |
$60.6K - $71.3K
|
4.19K
$236K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-688- 17.85% |
$60.7K - $71.4K
|
3.17K
$179K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-693- 22.95% |
$61.2K - $71.9K
|
2.33K
$131K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-697- 10.92% |
$61.5K - $72.3K
|
5.68K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-702- 8.9% |
$62K - $72.9K
|
7.19K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-702- 4.35% |
$62K - $72.9K
|
15.4K
$872K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-705- 8.15% |
$62.2K - $73.2K
|
7.95K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-707- 0.73% |
$62.4K - $73.4K
|
95.6K
$5.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
SELL
|
- |
-709- 6.81% |
$62.6K - $73.6K
|
9.7K
$548K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-709- 9.06% |
$62.6K - $73.6K
|
7.12K
$402K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-712- 7.18% |
$62.8K - $73.9K
|
9.21K
$520K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-712- 24.77% |
$62.8K - $73.9K
|
2.16K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-737- 0.09% |
$65K - $76.5K
|
809K
$45.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-746- 0.22% |
$65.8K - $77.4K
|
346K
$19.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-750- 2.63% |
$66.2K - $77.8K
|
27.8K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-760- 3.52% |
$67.1K - $78.9K
|
20.8K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-762- 10.65% |
$67.2K - $79.1K
|
6.39K
$361K
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-773- 1.28% |
$68.2K - $80.2K
|
59.6K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-775- 12.74% |
$68.4K - $80.4K
|
5.31K
$300K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-785- 1.38% |
$69.3K - $81.5K
|
55.9K
$3.16M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-786- 2.45% |
$69.4K - $81.6K
|
31.3K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-788- 1.05% |
$69.5K - $81.8K
|
74.1K
$4.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-791- 0.3% |
$69.8K - $82.1K
|
260K
$14.7M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-796- 15.27% |
$70.2K - $82.6K
|
4.42K
$249K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 5.87% |
$70.6K - $83K
|
12.8K
$725K
|
|
|
Feb 08, 2023
Q4 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-800- 2.15% |
$70.6K - $83K
|
36.4K
$2.06M
|