Purchases and Sales Made in Q3 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.39K+ 10.67% |
$90.6K - $106K
|
14.4K
$779K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.38K+ 7.69% |
$89.8K - $105K
|
19.3K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 6.31% |
$89.7K - $105K
|
23.2K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.37K+ 20.09% |
$89.2K - $105K
|
8.19K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.37K+ 17.89% |
$89K - $104K
|
8.99K
$486K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.36K+ 10.0% |
$88.8K - $104K
|
15K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.35K+ 10.73% |
$87.8K - $103K
|
13.9K
$751K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 503.01% |
$87.2K - $102K
|
1.6K
$86.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.29K+ 10.6% |
$84.1K - $98.6K
|
13.5K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.28K+ 17.69% |
$83.6K - $98K
|
8.54K
$461K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.28K+ 17.1% |
$83.5K - $98K
|
8.78K
$474K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.27K+ 4.19% |
$82.8K - $97K
|
31.5K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.25K+ 3.39% |
$81.3K - $95.3K
|
38.1K
$2.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.66% |
$80.6K - $94.5K
|
75.6K
$4.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23K+ 56.06% |
$80.2K - $94.1K
|
3.43K
$185K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.23K+ 9.48% |
$80K - $93.8K
|
14.2K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.22K+ 6.82% |
$79.4K - $93.1K
|
19.1K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.21K+ 2.8% |
$78.7K - $92.3K
|
44.4K
$2.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.2K+ 0.35% |
$78.5K - $92K
|
341K
$18.4M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.2K+ 29.43% |
$78K - $91.5K
|
5.26K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.19K+ 10.19% |
$77.4K - $90.7K
|
12.8K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.19K+ 1.19% |
$77.2K - $90.5K
|
101K
$5.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 6.02% |
$75.7K - $88.8K
|
20.5K
$1.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.16K+ 2.28% |
$75.5K - $88.6K
|
51.9K
$2.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.16K+ 0.97% |
$75.3K - $88.3K
|
121K
$6.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 7.01% |
$74.9K - $87.8K
|
17.5K
$947K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 1.63% |
$74.2K - $87K
|
70.9K
$3.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.11K+ 22.78% |
$72.5K - $85K
|
5.99K
$324K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.11K+ 15.96% |
$72.4K - $84.9K
|
8.07K
$436K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1.1K+ 0.85% |
$71.9K - $84.3K
|
131K
$7.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.1K+ 3.18% |
$71.4K - $83.7K
|
35.5K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.09K+ 6.14% |
$71.2K - $83.4K
|
18.9K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.09K+ 1.7% |
$70.7K - $82.9K
|
65K
$3.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.08K+ 1.72% |
$70.6K - $82.8K
|
64.1K
$3.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.07K+ 1.32% |
$69.4K - $81.4K
|
81.5K
$4.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.05K+ 2.67% |
$68.5K - $80.3K
|
40.4K
$2.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.04K+ 10.75% |
$67.7K - $79.4K
|
10.7K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.02K+ 1.86% |
$66.2K - $77.6K
|
55.7K
$3.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.01K+ 55.54% |
$65.6K - $76.9K
|
2.82K
$152K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.01K+ 0.74% |
$65.6K - $76.9K
|
137K
$7.38M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
984+ 8.17% |
$64.1K - $75.2K
|
13K
$704K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
971+ 4.42% |
$63.3K - $74.2K
|
23K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
966New |
$63K - $73.8K
|
966
$52.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
964+ 6.11% |
$62.8K - $73.7K
|
16.8K
$905K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
964+ 6.11% |
$62.8K - $73.7K
|
16.8K
$905K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
963+ 9.65% |
$62.8K - $73.6K
|
10.9K
$591K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
962+ 19.77% |
$62.7K - $73.5K
|
5.83K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
959+ 14.53% |
$62.5K - $73.3K
|
7.56K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
956+ 11.26% |
$62.3K - $73K
|
9.45K
$510K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
952+ 6.02% |
$62K - $72.7K
|
16.8K
$906K
|