Purchases and Sales Made in Q2 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2.75K+ 4.54% |
$183K - $214K
|
63.4K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.75K+ 14.85% |
$183K - $213K
|
21.2K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.71K+ 17.84% |
$181K - $211K
|
17.9K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.7K+ 9.7% |
$180K - $210K
|
30.6K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.69K+ 13.98% |
$179K - $209K
|
22K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.69K+ 5.04% |
$179K - $209K
|
56.1K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.69K+ 25.18% |
$179K - $209K
|
13.4K
$849K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.67K+ 2.57% |
$178K - $207K
|
106K
$6.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.65K+ 8.11% |
$177K - $206K
|
35.4K
$2.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
2.65K+ 2.84% |
$176K - $206K
|
95.7K
$6.08M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.63K+ 5.58% |
$176K - $205K
|
49.9K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.61K+ 3.13% |
$174K - $203K
|
86K
$5.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.6K+ 4.47% |
$173K - $202K
|
60.8K
$3.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.57K+ 83.83% |
$171K - $200K
|
5.64K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.57K+ 9.06% |
$171K - $200K
|
31K
$1.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.57K+ 3.09% |
$171K - $200K
|
85.6K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.56K+ 4.42% |
$171K - $199K
|
60.5K
$3.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.55K+ 0.45% |
$170K - $199K
|
575K
$36.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.55K+ 7.64% |
$170K - $198K
|
35.8K
$2.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
2.53K+ 8.38% |
$168K - $196K
|
32.6K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.52K+ 16.37% |
$168K - $196K
|
17.9K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.51K+ 7.81% |
$167K - $195K
|
34.7K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.51K+ 101.21% |
$167K - $195K
|
4.99K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.49K+ 2.38% |
$166K - $193K
|
107K
$6.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 9.31% |
$165K - $192K
|
29K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.47K+ 16.01% |
$164K - $192K
|
17.9K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.46K+ 3.01% |
$164K - $192K
|
84.4K
$5.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.42K+ 4.86% |
$161K - $188K
|
52.3K
$3.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2.42K+ 8.2% |
$161K - $188K
|
31.9K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.4KNew |
$160K - $187K
|
2.4K
$153K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.39KNew |
$159K - $186K
|
2.39K
$152K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.34K+ 5.1% |
$156K - $182K
|
48.2K
$3.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 27.76% |
$154K - $180K
|
10.6K
$675K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.3K+ 11.48% |
$153K - $179K
|
22.3K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.29K+ 6.21% |
$153K - $178K
|
39.3K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.29K+ 174.54% |
$153K - $178K
|
3.6K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
2.28K+ 3.24% |
$152K - $178K
|
72.8K
$4.62M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.28K+ 44.33% |
$152K - $177K
|
7.43K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.26K+ 78.33% |
$151K - $176K
|
5.14K
$326K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.24K+ 7.1% |
$149K - $174K
|
33.7K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.2K+ 2.89% |
$147K - $171K
|
78.3K
$4.97M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.2K+ 26.5% |
$146K - $171K
|
10.5K
$666K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.17K+ 1.48% |
$144K - $168K
|
148K
$9.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
2.15K+ 3.71% |
$143K - $167K
|
60.3K
$3.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.15K+ 18.29% |
$143K - $167K
|
13.9K
$883K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.11K+ 3.41% |
$140K - $164K
|
63.9K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.1K+ 7.72% |
$140K - $163K
|
29.3K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.09K+ 6.95% |
$139K - $162K
|
32.1K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.01K+ 62.43% |
$134K - $156K
|
5.23K
$332K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2K+ 15.8% |
$133K - $156K
|
14.7K
$932K
|