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 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.18% |
$2.72K - $3.24K
|
23.2K
$1.22M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
40+ 500.0% |
$2.65K - $3.16K
|
48
$2.53K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$2.65K - $3.16K
|
40
$2.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
38+ 1.06% |
$2.52K - $3K
|
3.61K
$190K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
37+ 3.15% |
$2.45K - $2.92K
|
1.21K
$63.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 4.46% |
$2.45K - $2.92K
|
867
$45.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
36+ 900.0% |
$2.39K - $2.84K
|
40
$2.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$2.39K - $2.84K
|
36
$1.89K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
33+ 0.06% |
$2.19K - $2.61K
|
56.5K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
32+ 0.97% |
$2.12K - $2.53K
|
3.33K
$175K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 0.81% |
$2.05K - $2.45K
|
3.86K
$203K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
31+ 8.59% |
$2.05K - $2.45K
|
392
$20.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
30+ 0.61% |
$1.99K - $2.37K
|
4.92K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 4.35% |
$1.99K - $2.37K
|
720
$37.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.43% |
$1.99K - $2.37K
|
6.97K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
29+ 0.47% |
$1.92K - $2.29K
|
6.16K
$324K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
28+ 0.79% |
$1.86K - $2.21K
|
3.55K
$187K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
24New |
$1.59K - $1.9K
|
24
$1.26K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23+ 1.31% |
$1.52K - $1.82K
|
1.78K
$93.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
23+ 0.72% |
$1.52K - $1.82K
|
3.23K
$170K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.46K - $1.74K
|
3.43K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 4.03% |
$1.33K - $1.58K
|
516
$27.2K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20+ 83.33% |
$1.33K - $1.58K
|
44
$2.32K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
19+ 0.17% |
$1.26K - $1.5K
|
11K
$577K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.38% |
$1.19K - $1.42K
|
4.79K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
17+ 0.6% |
$1.13K - $1.34K
|
2.84K
$149K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.13K - $1.34K
|
17
$895
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17+ 0.3% |
$1.13K - $1.34K
|
5.78K
$304K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.08% |
$1.06K - $1.26K
|
20.5K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$1.06K - $1.26K
|
16
$842
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
14+ 0.1% |
$928 - $1.11K
|
14.7K
$771K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11New |
$729 - $869
|
11
$579
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 2.17% |
$663 - $790
|
471
$24.8K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 0.97% |
$663 - $790
|
1.04K
$54.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 0.81% |
$597 - $711
|
1.12K
$58.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 25.0% |
$597 - $711
|
45
$2.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.21% |
$530 - $632
|
3.78K
$199K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
8+ 0.8% |
$530 - $632
|
1K
$52.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
6+ 0.15% |
$398 - $474
|
4.1K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6+ 0.01% |
$398 - $474
|
48.1K
$2.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 0.18% |
$398 - $474
|
3.33K
$175K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
6+ 0.01% |
$398 - $474
|
118K
$6.21M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 100.0% |
$331 - $395
|
10
$526
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
5+ 0.12% |
$331 - $395
|
4.17K
$219K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5New |
$331 - $395
|
5
$263
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 0.05% |
$331 - $395
|
9.6K
$505K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 0.77% |
$265 - $316
|
521
$27.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$265 - $316
|
7.01K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.12% |
$265 - $316
|
3.43K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.59% |
$199 - $237
|
508
$26.7K
|