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 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
105+ 11.6% |
$6.96K - $8.3K
|
1.01K
$53.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
105+ 3.5% |
$6.96K - $8.3K
|
3.11K
$163K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
102+ 14.51% |
$6.76K - $8.06K
|
805
$42.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 0.1% |
$6.63K - $7.9K
|
100K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100+ 50.0% |
$6.63K - $7.9K
|
300
$15.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
99New |
$6.56K - $7.82K
|
99
$5.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
96+ 2.6% |
$6.36K - $7.58K
|
3.79K
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
93+ 1.81% |
$6.16K - $7.35K
|
5.23K
$275K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
92New |
$6.1K - $7.27K
|
92
$4.84K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
91+ 2.25% |
$6.03K - $7.19K
|
4.13K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
91+ 3.13% |
$6.03K - $7.19K
|
3K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
89New |
$5.9K - $7.03K
|
89
$4.68K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 9.19% |
$5.63K - $6.72K
|
1.01K
$53.1K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
80+ 1.93% |
$5.3K - $6.32K
|
4.22K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
76+ 0.85% |
$5.04K - $6K
|
9.04K
$476K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
72+ 0.67% |
$4.77K - $5.69K
|
10.8K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
72+ 2.51% |
$4.77K - $5.69K
|
2.94K
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
68+ 0.89% |
$4.51K - $5.37K
|
7.72K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
68+ 5.67% |
$4.51K - $5.37K
|
1.27K
$66.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 0.94% |
$4.38K - $5.21K
|
7.07K
$372K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
63+ 0.0% |
$4.18K - $4.98K
|
118M
$6.19B
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
62+ 1.73% |
$4.11K - $4.9K
|
3.65K
$192K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
62New |
$4.11K - $4.9K
|
62
$3.26K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
60+ 1.56% |
$3.98K - $4.74K
|
3.92K
$206K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
58+ 1.93% |
$3.84K - $4.58K
|
3.06K
$161K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
58+ 3.32% |
$3.84K - $4.58K
|
1.81K
$95K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58+ 25.66% |
$3.84K - $4.58K
|
284
$14.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
57+ 33.53% |
$3.78K - $4.5K
|
227
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55+ 1.63% |
$3.65K - $4.35K
|
3.44K
$181K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
53+ 0.48% |
$3.51K - $4.19K
|
11.1K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
53+ 1.89% |
$3.51K - $4.19K
|
2.86K
$150K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53+ 41.41% |
$3.51K - $4.19K
|
181
$9.52K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
52+ 0.4% |
$3.45K - $4.11K
|
13.2K
$693K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
51New |
$3.38K - $4.03K
|
51
$2.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
51+ 17.96% |
$3.38K - $4.03K
|
335
$17.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
50+ 0.58% |
$3.31K - $3.95K
|
8.7K
$458K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$3.31K - $3.95K
|
50
$2.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
50+ 0.17% |
$3.31K - $3.95K
|
29K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49+ 1.28% |
$3.25K - $3.87K
|
3.88K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 4.82% |
$3.18K - $3.79K
|
1.04K
$54.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
47+ 0.79% |
$3.12K - $3.71K
|
6.03K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
47+ 0.09% |
$3.12K - $3.71K
|
51.7K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
47+ 0.52% |
$3.12K - $3.71K
|
9.04K
$476K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
47+ 0.79% |
$3.12K - $3.71K
|
6.03K
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
45+ 0.33% |
$2.98K - $3.56K
|
13.7K
$721K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
45+ 9.43% |
$2.98K - $3.56K
|
522
$27.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45+ 0.37% |
$2.98K - $3.56K
|
12.3K
$649K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
43+ 1.04% |
$2.85K - $3.4K
|
4.19K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
42+ 1.37% |
$2.78K - $3.32K
|
3.12K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
42+ 0.66% |
$2.78K - $3.32K
|
6.45K
$339K
|