Purchases and Sales Made in Q4 2022 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 2022. 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 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.44K+ 0.71% |
$303K - $357K
|
484K
$26.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.44KNew |
$303K - $356K
|
3.44K
$185K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.43K+ 98.76% |
$303K - $356K
|
6.9K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
3.39K+ 6.43% |
$299K - $352K
|
56.1K
$3.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.35KNew |
$296K - $348K
|
3.35K
$180K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.33K+ 4.9% |
$294K - $345K
|
71.2K
$3.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.33K+ 18.19% |
$294K - $345K
|
21.6K
$1.16M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.32KNew |
$293K - $344K
|
3.32K
$178K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.31K+ 5.06% |
$292K - $343K
|
68.7K
$3.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.28KNew |
$289K - $340K
|
3.28K
$176K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.26K+ 71.46% |
$288K - $339K
|
7.83K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
3.26KNew |
$288K - $338K
|
3.26K
$176K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
3.21K+ 12.66% |
$284K - $334K
|
28.6K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3.2K+ 5.88% |
$282K - $332K
|
57.6K
$3.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
3.19KNew |
$281K - $331K
|
3.19K
$171K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.17K+ 10.15% |
$280K - $329K
|
34.4K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.15K+ 16.63% |
$278K - $327K
|
22.1K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.14K+ 3.19% |
$277K - $326K
|
102K
$5.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.07KNew |
$271K - $319K
|
3.07K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.07K+ 18.4% |
$270K - $318K
|
19.7K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.04KNew |
$268K - $316K
|
3.04K
$164K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.04K+ 10.97% |
$268K - $315K
|
30.7K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.03KNew |
$267K - $314K
|
3.03K
$163K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.03K+ 14.18% |
$267K - $314K
|
24.4K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.02K+ 3.83% |
$267K - $314K
|
81.9K
$4.41M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.98KNew |
$263K - $309K
|
2.98K
$160K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.98K+ 1.05% |
$263K - $309K
|
288K
$15.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.96KNew |
$261K - $307K
|
2.96K
$159K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.93K+ 9.27% |
$259K - $304K
|
34.6K
$1.86M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.93KNew |
$258K - $304K
|
2.93K
$158K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.92KNew |
$258K - $303K
|
2.92K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.9K+ 28.16% |
$256K - $301K
|
13.2K
$710K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.9K+ 5.34% |
$256K - $301K
|
57.2K
$3.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.89KNew |
$255K - $300K
|
2.89K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$253K - $298K
|
2.87K
$154K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 81.95% |
$253K - $297K
|
6.36K
$342K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.86K+ 25.48% |
$252K - $296K
|
14.1K
$757K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.85K+ 2.67% |
$252K - $296K
|
110K
$5.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.85KNew |
$252K - $296K
|
2.85K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.85K+ 1.81% |
$251K - $295K
|
160K
$8.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$250K - $294K
|
2.83K
$152K
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$248K - $291K
|
2.81K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
2.8K+ 6.15% |
$247K - $291K
|
48.3K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.79K+ 30.12% |
$246K - $290K
|
12.1K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.78K+ 6.77% |
$246K - $289K
|
43.9K
$2.36M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.78K+ 4.22% |
$246K - $289K
|
68.8K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.78KNew |
$245K - $289K
|
2.78K
$150K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 5.39% |
$243K - $285K
|
53.8K
$2.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.75KNew |
$243K - $285K
|
2.75K
$148K
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.75KNew |
$242K - $285K
|
2.75K
$148K
|