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 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.65KNew |
$175K - $209K
|
2.65K
$139K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
2.64KNew |
$175K - $209K
|
2.64K
$139K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.64KNew |
$175K - $208K
|
2.64K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.64KNew |
$175K - $208K
|
2.64K
$139K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$138K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.63KNew |
$174K - $208K
|
2.63K
$138K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
2.62KNew |
$174K - $207K
|
2.62K
$138K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$137K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.61KNew |
$173K - $206K
|
2.61K
$137K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
2.6KNew |
$173K - $206K
|
2.6K
$137K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.6K+ 5913.64% |
$172K - $206K
|
2.65K
$139K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.59KNew |
$172K - $205K
|
2.59K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.59K+ 77.2% |
$172K - $205K
|
5.95K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.58KNew |
$171K - $203K
|
2.58K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.57KNew |
$170K - $203K
|
2.57K
$135K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.55KNew |
$169K - $202K
|
2.55K
$134K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.55KNew |
$169K - $202K
|
2.55K
$134K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.55KNew |
$169K - $201K
|
2.55K
$134K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.55KNew |
$169K - $201K
|
2.55K
$134K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.54KNew |
$169K - $201K
|
2.54K
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.54KNew |
$168K - $201K
|
2.54K
$134K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.54KNew |
$168K - $201K
|
2.54K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$168K - $200K
|
2.54K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.52KNew |
$167K - $199K
|
2.52K
$132K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.5K+ 92.59% |
$166K - $198K
|
5.2K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.47K+ 7.05% |
$163K - $195K
|
37.4K
$1.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.42K+ 7.34% |
$161K - $191K
|
35.4K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.41K+ 3.71% |
$160K - $190K
|
67.4K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.37K+ 28.56% |
$157K - $188K
|
10.7K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.37K+ 4.46% |
$157K - $187K
|
55.5K
$2.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.35K+ 35.29% |
$156K - $186K
|
9.01K
$474K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.35K+ 5.08% |
$156K - $185K
|
48.5K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.33K+ 5.37% |
$155K - $184K
|
45.8K
$2.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.31K+ 4.88% |
$153K - $182K
|
49.5K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.29K+ 10.84% |
$152K - $181K
|
23.5K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.28K+ 5.41% |
$151K - $180K
|
44.5K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.27K+ 10.41% |
$150K - $179K
|
24K
$1.27M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.26K+ 3.06% |
$150K - $179K
|
76K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.26K+ 11.45% |
$150K - $178K
|
22K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.25KNew |
$149K - $178K
|
2.25K
$118K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
2.23K+ 92.5% |
$148K - $176K
|
4.65K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.23K+ 14.7% |
$147K - $176K
|
17.4K
$914K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.18K+ 29.77% |
$145K - $172K
|
9.51K
$500K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.18K+ 36.94% |
$145K - $172K
|
8.09K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
2.18K+ 0.87% |
$144K - $172K
|
254K
$13.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
2.14K+ 0.53% |
$142K - $169K
|
410K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.11K+ 7.45% |
$140K - $167K
|
30.5K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.11K+ 16.41% |
$140K - $166K
|
14.9K
$786K
|