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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
837New |
$55.5K - $66.1K
|
837
$47.6K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
831+ 20775.0% |
$55.1K - $65.6K
|
835
$47.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
829+ 1.49% |
$55K - $65.5K
|
56.3K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
824New |
$54.6K - $65.1K
|
824
$46.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
812+ 9.16% |
$53.8K - $64.1K
|
9.68K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
809+ 2.42% |
$53.6K - $63.9K
|
34.2K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
800New |
$53K - $63.2K
|
800
$45.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
788+ 2.54% |
$52.2K - $62.3K
|
31.8K
$1.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
781+ 43.53% |
$51.8K - $61.7K
|
2.58K
$146K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
776New |
$51.4K - $61.3K
|
776
$44.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
768+ 20.7% |
$50.9K - $60.7K
|
4.48K
$254K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
756+ 4.95% |
$50.1K - $59.7K
|
16K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
753+ 2.71% |
$49.9K - $59.5K
|
28.6K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
751+ 0.27% |
$49.8K - $59.3K
|
280K
$15.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
749+ 18.26% |
$49.7K - $59.2K
|
4.85K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
749+ 1.34% |
$49.7K - $59.2K
|
56.6K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
747+ 5.86% |
$49.5K - $59K
|
13.5K
$767K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
746+ 12.78% |
$49.5K - $58.9K
|
6.58K
$374K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
744+ 13.65% |
$49.3K - $58.8K
|
6.19K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
735+ 3.38% |
$48.7K - $58.1K
|
22.5K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
734+ 4.03% |
$48.7K - $58K
|
18.9K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
722New |
$47.9K - $57K
|
722
$41K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
716+ 16.29% |
$47.5K - $56.6K
|
5.11K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
705+ 2.37% |
$46.7K - $55.7K
|
30.5K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
687+ 494.24% |
$45.5K - $54.3K
|
826
$46.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
681New |
$45.1K - $53.8K
|
681
$38.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
675+ 12.09% |
$44.7K - $53.3K
|
6.26K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
663+ 9.11% |
$44K - $52.4K
|
7.94K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
653New |
$43.3K - $51.6K
|
653
$37.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
652+ 1.1% |
$43.2K - $51.5K
|
59.8K
$3.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
637+ 6.12% |
$42.2K - $50.3K
|
11K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
635New |
$42.1K - $50.2K
|
635
$36.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
632New |
$41.9K - $49.9K
|
632
$35.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
632+ 44.1% |
$41.9K - $49.9K
|
2.07K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
630+ 9.71% |
$41.8K - $49.8K
|
7.12K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
618+ 3.79% |
$41K - $48.8K
|
16.9K
$961K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
614+ 3.75% |
$40.7K - $48.5K
|
17K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
614New |
$40.7K - $48.5K
|
614
$34.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
602+ 2.69% |
$39.9K - $47.6K
|
22.9K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
599+ 9.68% |
$39.7K - $47.3K
|
6.79K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
599+ 10.07% |
$39.7K - $47.3K
|
6.55K
$372K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
590+ 1.79% |
$39.1K - $46.6K
|
33.5K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
587+ 349.4% |
$38.9K - $46.4K
|
755
$42.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
585New |
$38.8K - $46.2K
|
585
$33.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
575+ 9.39% |
$38.1K - $45.4K
|
6.7K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
572+ 7.28% |
$37.9K - $45.2K
|
8.43K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
563+ 17.54% |
$37.3K - $44.5K
|
3.77K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
557+ 17.78% |
$36.9K - $44K
|
3.69K
$210K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
556+ 3.36% |
$36.9K - $43.9K
|
17.1K
$972K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
555+ 2.81% |
$36.8K - $43.8K
|
20.3K
$1.16M
|