Purchases and Sales Made in Q4 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
587+ 349.4% |
$38.9K - $46.4K
|
755
$50.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
585New |
$38.8K - $46.2K
|
585
$39K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
575+ 9.39% |
$38.1K - $45.4K
|
6.7K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
572+ 7.28% |
$37.9K - $45.2K
|
8.43K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
563+ 17.54% |
$37.3K - $44.5K
|
3.77K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
557+ 17.78% |
$36.9K - $44K
|
3.69K
$246K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
556+ 3.36% |
$36.9K - $43.9K
|
17.1K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
555+ 2.81% |
$36.8K - $43.8K
|
20.3K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
554+ 15.15% |
$36.7K - $43.8K
|
4.21K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
550New |
$36.5K - $43.5K
|
550
$36.7K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
546+ 3.08% |
$36.2K - $43.1K
|
18.3K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
542+ 8.39% |
$35.9K - $42.8K
|
7K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
537New |
$35.6K - $42.4K
|
537
$35.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
535+ 2.45% |
$35.5K - $42.3K
|
22.4K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
527+ 2.85% |
$34.9K - $41.6K
|
19K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
527+ 0.9% |
$34.9K - $41.6K
|
59.2K
$3.95M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
526+ 4.24% |
$34.9K - $41.6K
|
12.9K
$861K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
524+ 10.83% |
$34.7K - $41.4K
|
5.36K
$357K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
517+ 0.39% |
$34.3K - $40.8K
|
132K
$8.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
516+ 2.25% |
$34.2K - $40.8K
|
23.5K
$1.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
512+ 1.66% |
$33.9K - $40.4K
|
31.4K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
506+ 1.44% |
$33.5K - $40K
|
35.6K
$2.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
505+ 0.22% |
$33.5K - $39.9K
|
225K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
505+ 2.41% |
$33.5K - $39.9K
|
21.5K
$1.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
504+ 5.98% |
$33.4K - $39.8K
|
8.94K
$596K
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
BUY
|
- |
500+ 9.45% |
$33.1K - $39.5K
|
5.79K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
499New |
$33.1K - $39.4K
|
499
$33.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
493+ 13.27% |
$32.7K - $38.9K
|
4.21K
$280K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
480New |
$31.8K - $37.9K
|
480
$32K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
479+ 14.9% |
$31.8K - $37.8K
|
3.69K
$246K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
475+ 1.8% |
$31.5K - $37.5K
|
26.8K
$1.79M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
474New |
$31.4K - $37.4K
|
474
$31.6K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
456New |
$30.2K - $36K
|
456
$30.4K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
455+ 3.16% |
$30.2K - $35.9K
|
14.9K
$990K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
451+ 18.55% |
$29.9K - $35.6K
|
2.88K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
449+ 1.38% |
$29.8K - $35.5K
|
32.9K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
441+ 14.7% |
$29.2K - $34.8K
|
3.44K
$229K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
441+ 38.72% |
$29.2K - $34.8K
|
1.58K
$105K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
440+ 3.17% |
$29.2K - $34.8K
|
14.3K
$954K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
439+ 8.42% |
$29.1K - $34.7K
|
5.65K
$377K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
430New |
$28.5K - $34K
|
430
$28.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
418+ 10.62% |
$27.7K - $33K
|
4.35K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
411+ 2.5% |
$27.2K - $32.5K
|
16.9K
$1.13M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
411New |
$27.2K - $32.5K
|
411
$27.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
410+ 7.05% |
$27.2K - $32.4K
|
6.23K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
404+ 30.13% |
$26.8K - $31.9K
|
1.75K
$116K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
401+ 3.75% |
$26.6K - $31.7K
|
11.1K
$740K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
400+ 400.0% |
$26.5K - $31.6K
|
500
$33.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
395+ 0.73% |
$26.2K - $31.2K
|
54.3K
$3.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
391+ 17.19% |
$25.9K - $30.9K
|
2.67K
$178K
|