Purchases and Sales Made in Q1 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.02K+ 15.98% |
$436K - $559K
|
43.7K
$2.35M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.01K+ 113.96% |
$435K - $558K
|
11.3K
$607K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.99K+ 93.89% |
$434K - $557K
|
12.4K
$666K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.99K+ 7.46% |
$434K - $557K
|
86.3K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
5.96K+ 0.05% |
$431K - $554K
|
12.6M
$679M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.95K+ 85.73% |
$430K - $552K
|
12.9K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$429K - $551K
|
5.93K
$319K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$429K - $551K
|
5.93K
$319K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.92K+ 31.0% |
$429K - $550K
|
25K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
5.84K+ 32.6% |
$423K - $543K
|
23.8K
$1.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
5.82K+ 114.28% |
$421K - $541K
|
10.9K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.82KNew |
$421K - $541K
|
5.82K
$313K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.81K+ 13.05% |
$420K - $539K
|
50.3K
$2.71M
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
5.78K+ 11.89% |
$419K - $537K
|
54.4K
$2.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5.76K+ 5.57% |
$417K - $535K
|
109K
$5.88M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.66K+ 169.01% |
$410K - $526K
|
9.01K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.64K+ 7.43% |
$408K - $524K
|
81.6K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.64K+ 27.55% |
$408K - $524K
|
26.1K
$1.41M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.61K+ 4.71% |
$406K - $521K
|
125K
$6.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.59K+ 12.13% |
$404K - $519K
|
51.7K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.56K+ 6.9% |
$402K - $516K
|
86.1K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.5KNew |
$398K - $511K
|
5.5K
$296K
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
5.43K+ 2.85% |
$393K - $504K
|
196K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
5.35KNew |
$387K - $497K
|
5.35K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
5.35K+ 6.17% |
$387K - $497K
|
92.1K
$4.95M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.27K+ 1239.53% |
$381K - $489K
|
5.69K
$306K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.21K+ 20.54% |
$377K - $484K
|
30.6K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.15KNew |
$372K - $478K
|
5.15K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
5.13K+ 9.91% |
$371K - $476K
|
56.9K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
5.12K+ 35.09% |
$371K - $476K
|
19.7K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.1K+ 2.44% |
$369K - $474K
|
214K
$11.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
5.07K+ 0.59% |
$367K - $471K
|
860K
$46.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.02K+ 26.89% |
$363K - $466K
|
23.7K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.01K+ 8.59% |
$363K - $466K
|
63.4K
$3.41M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.95K+ 6.42% |
$358K - $459K
|
82K
$4.41M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.87KNew |
$352K - $452K
|
4.87K
$262K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.84K+ 121.1% |
$351K - $450K
|
8.84K
$476K
|
|
|
Apr 04, 2023
Q1 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
4.78K+ 1.19% |
$346K - $444K
|
405K
$21.8M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.75K+ 16.36% |
$344K - $441K
|
33.8K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.75K+ 14.58% |
$344K - $441K
|
37.3K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
4.71K+ 5.76% |
$341K - $438K
|
86.6K
$4.66M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.68K+ 4.67% |
$339K - $435K
|
105K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.59KNew |
$332K - $426K
|
4.59K
$247K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.58K+ 34.58% |
$332K - $426K
|
17.8K
$960K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
4.52K+ 2.91% |
$327K - $420K
|
160K
$8.61M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.5K+ 9.08% |
$326K - $418K
|
54.1K
$2.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.44K+ 3.46% |
$321K - $412K
|
133K
$7.15M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
4.42K+ 1.44% |
$320K - $411K
|
311K
$16.7M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
4.39K+ 5.77% |
$317K - $408K
|
80.4K
$4.33M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.39K+ 4.28% |
$317K - $407K
|
107K
$5.75M
|