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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.7K+ 7.55% |
$150K - $176K
|
24.2K
$1.3M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 12.42% |
$149K - $175K
|
15.3K
$823K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.68K+ 0.4% |
$148K - $175K
|
423K
$22.8M
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$148K - $174K
|
1.68K
$90.1K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.65K+ 2.31% |
$145K - $171K
|
72.8K
$3.92M
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
1.64K+ 6.21% |
$144K - $170K
|
28K
$1.51M
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
1.61K+ 0.32% |
$142K - $168K
|
511K
$27.5M
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.6K+ 2.26% |
$141K - $166K
|
72.5K
$3.9M
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.6K+ 2.57% |
$141K - $166K
|
63.8K
$3.43M
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.59K+ 5.95% |
$140K - $165K
|
28.3K
$1.52M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.55K+ 56.27% |
$137K - $161K
|
4.31K
$232K
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.54K+ 15.32% |
$136K - $160K
|
11.6K
$624K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.53K+ 618.55% |
$135K - $159K
|
1.78K
$95.9K
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
BUY
|
- |
1.53K+ 0.43% |
$135K - $159K
|
356K
$19.2M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.53K+ 1.65% |
$135K - $159K
|
94K
$5.06M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.53K+ 3.76% |
$135K - $158K
|
42.2K
$2.27M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.53KNew |
$135K - $158K
|
1.53K
$82.1K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.52K+ 6.3% |
$134K - $157K
|
25.6K
$1.38M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.52K+ 9.92% |
$134K - $157K
|
16.8K
$903K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.5K+ 13.01% |
$132K - $156K
|
13K
$702K
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.49K+ 30.36% |
$131K - $155K
|
6.4K
$344K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.48K+ 38.44% |
$131K - $153K
|
5.33K
$287K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.48K+ 37.41% |
$130K - $153K
|
5.43K
$292K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.48K+ 11.94% |
$130K - $153K
|
13.8K
$745K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.47KNew |
$129K - $152K
|
1.47K
$79K
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
BUY
|
- |
1.46K+ 0.85% |
$129K - $152K
|
174K
$9.38M
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.46K+ 1.85% |
$129K - $152K
|
80.3K
$4.32M
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
1.44K+ 8.64% |
$127K - $150K
|
18.2K
$977K
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.43K+ 2.98% |
$126K - $148K
|
49.3K
$2.66M
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.42K+ 14.21% |
$125K - $148K
|
11.4K
$615K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.42K+ 157.14% |
$125K - $147K
|
2.32K
$125K
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.42K+ 1.39% |
$125K - $147K
|
103K
$5.55M
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.42KNew |
$125K - $147K
|
1.42K
$76.2K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.41K+ 47.1% |
$125K - $146K
|
4.41K
$237K
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.41K+ 6.74% |
$125K - $146K
|
22.3K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.41K+ 46.61% |
$125K - $146K
|
4.44K
$239K
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.4K+ 4.89% |
$124K - $145K
|
30K
$1.62M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.39K+ 19.66% |
$123K - $144K
|
8.47K
$456K
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.38K+ 0.21% |
$122K - $143K
|
654K
$35.2M
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.38K+ 2.89% |
$122K - $143K
|
49K
$2.64M
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.38K+ 1.27% |
$121K - $143K
|
110K
$5.91M
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
1.35K+ 5.09% |
$119K - $140K
|
28K
$1.5M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.33K+ 11.3% |
$117K - $138K
|
13.1K
$704K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.32K+ 35.84% |
$116K - $137K
|
5K
$269K
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.31K+ 3.14% |
$116K - $136K
|
43K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.31K+ 16.43% |
$116K - $136K
|
9.28K
$499K
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
1.3K+ 0.61% |
$115K - $135K
|
216K
$11.6M
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.3K+ 3.15% |
$115K - $135K
|
42.5K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.3K+ 4.37% |
$114K - $134K
|
31K
$1.67M
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
1.29K+ 9.69% |
$114K - $134K
|
14.6K
$785K
|