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 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186+ 6.48% |
$12.3K - $14.7K
|
3.06K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
184+ 0.66% |
$12.2K - $14.5K
|
28.2K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
179+ 4.3% |
$11.9K - $14.1K
|
4.34K
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
178+ 1.41% |
$11.8K - $14.1K
|
12.8K
$673K
|
|
|
Feb 08, 2024
Q4 2023
|
Arga Investment Management, LP
|
BUY
|
- |
173+ 0.78% |
$11.5K - $13.7K
|
22.3K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
168+ 29.42% |
$11.1K - $13.3K
|
739
$38.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
165+ 0.04% |
$10.9K - $13K
|
394K
$20.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
165+ 14.02% |
$10.9K - $13K
|
1.34K
$70.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
164+ 2.4% |
$10.9K - $13K
|
7K
$368K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
164+ 2.91% |
$10.9K - $13K
|
5.81K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
163+ 1.67% |
$10.8K - $12.9K
|
9.91K
$521K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
162+ 0.44% |
$10.7K - $12.8K
|
37.3K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
161+ 42.59% |
$10.7K - $12.7K
|
539
$28.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
160+ 4.23% |
$10.6K - $12.6K
|
3.94K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
159+ 3.21% |
$10.5K - $12.6K
|
5.11K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
157+ 2.32% |
$10.4K - $12.4K
|
6.91K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
156+ 3.89% |
$10.3K - $12.3K
|
4.16K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
155+ 0.24% |
$10.3K - $12.2K
|
65K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
153+ 3.81% |
$10.1K - $12.1K
|
4.17K
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
150+ 0.83% |
$9.94K - $11.9K
|
18.3K
$964K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150+ 0.38% |
$9.94K - $11.9K
|
39.6K
$2.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 4.34% |
$9.94K - $11.9K
|
3.61K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
144+ 2.38% |
$9.55K - $11.4K
|
6.2K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
143New |
$9.48K - $11.3K
|
143
$7.52K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
142+ 9.49% |
$9.41K - $11.2K
|
1.64K
$86.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
142+ 3.22% |
$9.41K - $11.2K
|
4.55K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
141+ 4.06% |
$9.35K - $11.1K
|
3.61K
$190K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
141+ 3.24% |
$9.35K - $11.1K
|
4.5K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
140+ 179.49% |
$9.28K - $11.1K
|
218
$11.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
136+ 4.19% |
$9.02K - $10.7K
|
3.38K
$178K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
135+ 0.23% |
$8.95K - $10.7K
|
60K
$3.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
133+ 4.88% |
$8.82K - $10.5K
|
2.86K
$150K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
129New |
$8.55K - $10.2K
|
129
$6.79K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
128+ 0.36% |
$8.49K - $10.1K
|
35.8K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
127+ 0.74% |
$8.42K - $10K
|
17.2K
$907K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
127+ 5.9% |
$8.42K - $10K
|
2.28K
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
125New |
$8.29K - $9.88K
|
125
$6.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
121+ 1.93% |
$8.02K - $9.56K
|
6.4K
$337K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
120+ 2.84% |
$7.95K - $9.48K
|
4.35K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
115+ 0.28% |
$7.62K - $9.09K
|
40.7K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
115+ 4.11% |
$7.62K - $9.09K
|
2.91K
$153K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
114+ 3.72% |
$7.56K - $9.01K
|
3.18K
$167K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
112+ 104.67% |
$7.42K - $8.85K
|
219
$11.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
112+ 10.65% |
$7.42K - $8.85K
|
1.16K
$61.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
112+ 1.02% |
$7.42K - $8.85K
|
11.1K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
112+ 0.25% |
$7.42K - $8.85K
|
44.1K
$2.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
110+ 1.7% |
$7.29K - $8.69K
|
6.59K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
110+ 1.8% |
$7.29K - $8.69K
|
6.23K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
108+ 0.32% |
$7.16K - $8.53K
|
33.6K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
107New |
$7.09K - $8.45K
|
107
$5.63K
|