Purchases and Sales Made in Q4 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.05KNew |
$202K - $241K
|
3.05K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
3.05KNew |
$202K - $241K
|
3.05K
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.03K+ 19.85% |
$201K - $240K
|
18.3K
$1.16M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.01KNew |
$200K - $238K
|
3.01K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.01K+ 8.02% |
$199K - $238K
|
40.5K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3K+ 9.14% |
$199K - $237K
|
35.9K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.99K+ 4.97% |
$198K - $236K
|
63.1K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.99KNew |
$198K - $236K
|
2.99K
$190K
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.96K+ 2.93% |
$196K - $234K
|
104K
$6.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2.95KNew |
$195K - $233K
|
2.95K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.92KNew |
$193K - $230K
|
2.92K
$185K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.91KNew |
$193K - $230K
|
2.91K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.9K+ 19.4% |
$192K - $229K
|
17.9K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.88KNew |
$191K - $227K
|
2.88K
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.87KNew |
$191K - $227K
|
2.87K
$183K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.87KNew |
$190K - $227K
|
2.87K
$183K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.87K+ 3.05% |
$190K - $227K
|
97.1K
$6.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.86K+ 15.04% |
$189K - $226K
|
21.8K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.85KNew |
$189K - $225K
|
2.85K
$181K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$189K - $225K
|
2.85K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$188K - $225K
|
2.84K
$181K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.84KNew |
$188K - $225K
|
2.84K
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.84K+ 6.42% |
$188K - $224K
|
47.1K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.84KNew |
$188K - $224K
|
2.84K
$181K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.82KNew |
$187K - $223K
|
2.82K
$179K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
2.82KNew |
$187K - $223K
|
2.82K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.81KNew |
$186K - $222K
|
2.81K
$179K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.81KNew |
$186K - $222K
|
2.81K
$178K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.8KNew |
$186K - $221K
|
2.8K
$178K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.79K+ 17.14% |
$185K - $220K
|
19.1K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.78K+ 13.61% |
$184K - $220K
|
23.2K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.78KNew |
$184K - $219K
|
2.78K
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.77KNew |
$183K - $219K
|
2.77K
$176K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.76KNew |
$183K - $218K
|
2.76K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.75KNew |
$182K - $217K
|
2.75K
$175K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.75KNew |
$182K - $217K
|
2.75K
$175K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2.75KNew |
$182K - $217K
|
2.75K
$175K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.74K+ 9.23% |
$182K - $216K
|
32.4K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
2.73K+ 7.17% |
$181K - $216K
|
40.8K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72K+ 9.16% |
$180K - $215K
|
32.4K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
2.72KNew |
$180K - $215K
|
2.72K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.71KNew |
$180K - $214K
|
2.71K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.71KNew |
$180K - $214K
|
2.71K
$172K
|
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.7KNew |
$179K - $213K
|
2.7K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.7KNew |
$179K - $213K
|
2.7K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.68K+ 35.27% |
$178K - $212K
|
10.3K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.68KNew |
$178K - $212K
|
2.68K
$170K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.68KNew |
$178K - $212K
|
2.68K
$170K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$177K - $211K
|
2.68K
$170K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.68KNew |
$177K - $211K
|
2.68K
$170K
|