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
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
339+ 0.12% |
$22.5K - $26.8K
|
277K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
339+ 3.79% |
$22.5K - $26.8K
|
9.29K
$489K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
336+ 3.31% |
$22.3K - $26.5K
|
10.5K
$552K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
333+ 35.69% |
$22.1K - $26.3K
|
1.27K
$66.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
333+ 1.41% |
$22.1K - $26.3K
|
24K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
332+ 4.31% |
$22K - $26.2K
|
8.04K
$423K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
321+ 573.21% |
$21.3K - $25.4K
|
377
$19.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
321New |
$21.3K - $25.4K
|
321
$16.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
314+ 5.07% |
$20.8K - $24.8K
|
6.51K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
313+ 9.36% |
$20.7K - $24.7K
|
3.66K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
306New |
$20.3K - $24.2K
|
306
$16.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
301+ 3.55% |
$20K - $23.8K
|
8.77K
$462K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
301+ 1.99% |
$20K - $23.8K
|
15.4K
$810K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
300+ 15.31% |
$19.9K - $23.7K
|
2.26K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
300New |
$19.9K - $23.7K
|
300
$15.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
293+ 2.3% |
$19.4K - $23.1K
|
13K
$686K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
292+ 2.3% |
$19.4K - $23.1K
|
13K
$682K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
291New |
$19.3K - $23K
|
291
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
288New |
$19.1K - $22.8K
|
288
$15.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
285+ 12.18% |
$18.9K - $22.5K
|
2.63K
$138K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
283+ 0.29% |
$18.8K - $22.4K
|
97.2K
$5.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
278New |
$18.4K - $22K
|
278
$14.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
270+ 0.97% |
$17.9K - $21.3K
|
28K
$1.47M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
262New |
$17.4K - $20.7K
|
262
$13.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
260+ 2.4% |
$17.2K - $20.5K
|
11.1K
$584K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
251+ 3.23% |
$16.6K - $19.8K
|
8.02K
$422K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$16.6K - $19.8K
|
500
$26.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
249+ 11.08% |
$16.5K - $19.7K
|
2.5K
$131K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
248New |
$16.4K - $19.6K
|
248
$13K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
245+ 3.65% |
$16.2K - $19.4K
|
6.95K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
236+ 1.61% |
$15.6K - $18.6K
|
14.9K
$786K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
235+ 0.57% |
$15.6K - $18.6K
|
41.2K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
232+ 2.09% |
$15.4K - $18.3K
|
11.4K
$597K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
227+ 6.85% |
$15K - $17.9K
|
3.54K
$186K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
227+ 0.86% |
$15K - $17.9K
|
26.6K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
226+ 42.64% |
$15K - $17.9K
|
756
$39.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
220+ 2.06% |
$14.6K - $17.4K
|
10.9K
$574K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
219+ 148.98% |
$14.5K - $17.3K
|
366
$19.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
214+ 1.43% |
$14.2K - $16.9K
|
15.2K
$800K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
213+ 21.36% |
$14.1K - $16.8K
|
1.21K
$63.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
210+ 0.95% |
$13.9K - $16.6K
|
22.3K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
208+ 8.61% |
$13.8K - $16.4K
|
2.62K
$138K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
208+ 1.45% |
$13.8K - $16.4K
|
14.5K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
201+ 1.73% |
$13.3K - $15.9K
|
11.9K
$624K
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
200+ 0.04% |
$13.3K - $15.8K
|
502K
$26.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
200+ 2.76% |
$13.3K - $15.8K
|
7.45K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
196+ 7.21% |
$13K - $15.5K
|
2.91K
$153K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
194+ 0.78% |
$12.9K - $15.3K
|
25.2K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
192+ 1.54% |
$12.7K - $15.2K
|
12.6K
$665K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
190+ 0.98% |
$12.6K - $15K
|
19.6K
$1.03M
|