Purchases and Sales Made in Q4 2023 in Cardinal Health Inc (CAH)
This table provides information about the institutional ownership of Cardinal Health Inc (CAH) during Q4 2023. The information is specifically focused on institutions that hold shares of CARDINAL HEALTH INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
19+ 0.73% |
$1.64K - $2.05K
|
2.62K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 7.06% |
$1.55K - $1.94K
|
273
$32.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
16New |
$1.38K - $1.73K
|
16
$1.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 31.91% |
$1.3K - $1.62K
|
62
$7.46K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15+ 0.33% |
$1.3K - $1.62K
|
4.56K
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15+ 0.36% |
$1.3K - $1.62K
|
4.21K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
14+ 0.3% |
$1.21K - $1.51K
|
4.65K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.59% |
$1.12K - $1.4K
|
833
$100K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 32.26% |
$864 - $1.08K
|
41
$4.93K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 10.42% |
$864 - $1.08K
|
106
$12.8K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
10+ 0.39% |
$864 - $1.08K
|
2.57K
$309K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 1.68% |
$864 - $1.08K
|
604
$72.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 3.91% |
$777 - $972
|
239
$28.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
9+ 0.36% |
$777 - $972
|
2.51K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
8+ 0.09% |
$691 - $864
|
8.75K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
8+ 0.17% |
$691 - $864
|
4.61K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
7+ 0.22% |
$605 - $756
|
3.16K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 1.1% |
$605 - $756
|
641
$77.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$605 - $756
|
7
$842
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$432 - $540
|
5
$602
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$346 - $432
|
4
$481
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
4+ 0.03% |
$346 - $432
|
11.6K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$346 - $432
|
4
$481
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.18% |
$259 - $324
|
1.66K
$199K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 37.5% |
$259 - $324
|
11
$1.32K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.63% |
$259 - $324
|
481
$57.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.48% |
$173 - $216
|
416
$50.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.4% |
$173 - $216
|
507
$61K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.15% |
$173 - $216
|
1.32K
$159K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.63% |
$86.4 - $108
|
159
$19.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.99% |
$86.4 - $108
|
102
$12.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.01% |
$86.4 - $108
|
7.84K
$944K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.01% |
$86.4 - $108
|
6.92K
$833K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$86.4 - $108
|
1.11K
$133K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.63% |
$86.4 - $108
|
159
$19.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 0.98% |
$86.4 - $108
|
101
$12.2K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2- 0.08% |
$173 - $216
|
2.52K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 0.11% |
$173 - $216
|
1.89K
$227K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2- 0.41% |
$173 - $216
|
483
$58.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3- 0.04% |
$259 - $324
|
7.6K
$915K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.1% |
$346 - $432
|
4.14K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6- 5.71% |
$518 - $648
|
99
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 0.05% |
$777 - $972
|
17K
$2.05M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 15.52% |
$777 - $972
|
49
$5.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.37% |
$1.04K - $1.3K
|
3.27K
$394K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 3.28% |
$1.04K - $1.3K
|
354
$42.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-12- 0.11% |
$1.04K - $1.3K
|
11K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12- 1.19% |
$1.04K - $1.3K
|
1K
$120K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12- 0.22% |
$1.04K - $1.3K
|
5.52K
$664K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-13- 0.43% |
$1.12K - $1.4K
|
2.99K
$359K
|