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 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.11K- 24.79% |
$98K - $115K
|
3.37K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.13K- 5.49% |
$99.7K - $117K
|
19.4K
$1.02M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.13K- 10.32% |
$99.7K - $117K
|
9.82K
$516K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.13K- 3.64% |
$99.8K - $117K
|
30K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.15K- 1.32% |
$101K - $119K
|
85.9K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 33.42% |
$102K - $119K
|
2.29K
$121K
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.16K- 5.72% |
$103K - $121K
|
19.2K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.17K- 6.49% |
$103K - $121K
|
16.8K
$885K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-1.17K- 0.69% |
$103K - $121K
|
169K
$8.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1.18K- 3.41% |
$104K - $122K
|
33.2K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.18K- 10.42% |
$104K - $122K
|
10.1K
$531K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1.18K- 10.71% |
$104K - $123K
|
9.85K
$519K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.19K- 1.73% |
$105K - $123K
|
67.5K
$3.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.19K- 36.2% |
$105K - $123K
|
2.09K
$110K
|
|
|
Feb 02, 2023
Q4 2022
|
Independent Investors Inc
|
SELL
|
- |
-1.2K- 8.05% |
$106K - $125K
|
13.7K
$721K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.21K- 4.0% |
$106K - $125K
|
29K
$1.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.22K- 1.48% |
$107K - $126K
|
80.9K
$4.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.22K- 1.09% |
$108K - $127K
|
111K
$5.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.22K- 8.49% |
$108K - $127K
|
13.2K
$694K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.23K- 0.81% |
$109K - $128K
|
151K
$7.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.24K- 28.62% |
$109K - $128K
|
3.08K
$162K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.24K- 31.7% |
$109K - $128K
|
2.66K
$140K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.24K- 31.44% |
$109K - $128K
|
2.7K
$142K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.24K- 7.88% |
$109K - $129K
|
14.5K
$763K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.26K- 6.55% |
$111K - $130K
|
17.9K
$943K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.26K- 19.01% |
$111K - $131K
|
5.36K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.27K- 2.07% |
$112K - $132K
|
60.2K
$3.17M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.27K- 0.18% |
$112K - $132K
|
701K
$36.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.29K- 15.62% |
$113K - $133K
|
6.94K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.29K- 23.56% |
$114K - $134K
|
4.19K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.31K- 15.39% |
$116K - $136K
|
7.21K
$379K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.34K- 4.12% |
$118K - $139K
|
31.2K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.35K- 23.12% |
$119K - $140K
|
4.48K
$236K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.35K- 2.33% |
$119K - $140K
|
56.5K
$2.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.36K- 9.32% |
$120K - $141K
|
13.2K
$694K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.36K- 36.56% |
$120K - $141K
|
2.36K
$124K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.37K- 50.61% |
$121K - $142K
|
1.34K
$70.4K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.37K- 3.23% |
$121K - $142K
|
41K
$2.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.38K- 7.54% |
$122K - $143K
|
16.9K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.39K- 11.7% |
$123K - $145K
|
10.5K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.4K- 1.7% |
$123K - $145K
|
80.7K
$4.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 6.54% |
$124K - $146K
|
20.1K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.41K- 5.98% |
$124K - $146K
|
22.1K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.42K- 31.51% |
$125K - $147K
|
3.09K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.43K- 14.27% |
$126K - $149K
|
8.59K
$452K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.45K- 7.17% |
$128K - $150K
|
18.7K
$985K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.48K- 3.2% |
$130K - $153K
|
44.6K
$2.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.49K- 2.53% |
$131K - $155K
|
57.3K
$3.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.5K- 37.32% |
$132K - $155K
|
2.51K
$132K
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-1.5K- 0.97% |
$132K - $156K
|
154K
$8.08M
|