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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-150- 0.98% |
$9.94K - $11.9K
|
15.2K
$799K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-150- 42.25% |
$9.94K - $11.9K
|
205
$10.8K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-150- 0.44% |
$9.94K - $11.9K
|
33.6K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-151- 2.46% |
$10K - $11.9K
|
5.99K
$315K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-152- 4.48% |
$10.1K - $12K
|
3.24K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-153- 3.06% |
$10.1K - $12.1K
|
4.85K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-156- 2.38% |
$10.3K - $12.3K
|
6.39K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-158- 0.84% |
$10.5K - $12.5K
|
18.7K
$986K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-158- 3.59% |
$10.5K - $12.5K
|
4.24K
$223K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-162- 0.38% |
$10.7K - $12.8K
|
42.6K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-163- 1.52% |
$10.8K - $12.9K
|
10.6K
$556K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-168- 0.83% |
$11.1K - $13.3K
|
20K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-169- 1.17% |
$11.2K - $13.4K
|
14.3K
$754K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-170- 6.76% |
$11.3K - $13.4K
|
2.34K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-172- 4.02% |
$11.4K - $13.6K
|
4.11K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-173- 3.25% |
$11.5K - $13.7K
|
5.15K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-174- 0.69% |
$11.5K - $13.7K
|
24.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-174- 74.36% |
$11.5K - $13.7K
|
60
$3.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-175- 7.16% |
$11.6K - $13.8K
|
2.27K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-178- 3.24% |
$11.8K - $14.1K
|
5.31K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-179- 4.27% |
$11.9K - $14.1K
|
4.02K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-181- 7.67% |
$12K - $14.3K
|
2.18K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-185- 0.88% |
$12.3K - $14.6K
|
20.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-185- 6.07% |
$12.3K - $14.6K
|
2.87K
$151K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-187- 37.63% |
$12.4K - $14.8K
|
310
$16.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-187- 3.42% |
$12.4K - $14.8K
|
5.28K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-189- 6.55% |
$12.5K - $14.9K
|
2.7K
$142K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-190- 6.04% |
$12.6K - $15K
|
2.95K
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-192- 0.75% |
$12.7K - $15.2K
|
25.2K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-192- 0.46% |
$12.7K - $15.2K
|
41.1K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-193- 4.98% |
$12.8K - $15.2K
|
3.68K
$194K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-194- 6.63% |
$12.9K - $15.3K
|
2.73K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-197- 25.68% |
$13.1K - $15.6K
|
570
$30K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-200- 6.34% |
$13.3K - $15.8K
|
2.96K
$155K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-200- 0.87% |
$13.3K - $15.8K
|
22.9K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-200- 0.83% |
$13.3K - $15.8K
|
23.8K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-200- 0.08% |
$13.3K - $15.8K
|
265K
$14M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-201- 1.84% |
$13.3K - $15.9K
|
10.8K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 1.16% |
$13.3K - $15.9K
|
17.1K
$902K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-204- 11.36% |
$13.5K - $16.1K
|
1.59K
$83.7K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-206- 3.98% |
$13.7K - $16.3K
|
4.97K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-207- 3.0% |
$13.7K - $16.4K
|
6.69K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-208- 3.73% |
$13.8K - $16.4K
|
5.37K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-216- 1.27% |
$14.3K - $17.1K
|
16.8K
$883K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-221- 2.19% |
$14.7K - $17.5K
|
9.86K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-223- 7.21% |
$14.8K - $17.6K
|
2.87K
$151K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-227- 12.18% |
$15K - $17.9K
|
1.64K
$86.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-227- 3.93% |
$15K - $17.9K
|
5.55K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-227- 6.21% |
$15K - $17.9K
|
3.43K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-232- 6.51% |
$15.4K - $18.3K
|
3.33K
$175K
|