Purchases and Sales Made in Q4 2023 in Cvs Health Corp (CVS)

CVS Quotes by TradingView

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
Mc Ilrath & Eck, LLC

BUY
 -
48
+ 4.82%
$3.18K - $3.79K
1.04K $69.6K
Jan 19, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
47
+ 0.79%
$3.12K - $3.71K
6.03K $402K
Feb 07, 2024 Q4 2023
Selway Asset Management

Boise, ID
BUY
 -
47
+ 0.09%
$3.12K - $3.71K
51.7K $3.45M
Feb 14, 2024 Q4 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
47
+ 0.52%
$3.12K - $3.71K
9.04K $603K
Jun 14, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
47
+ 0.79%
$3.12K - $3.71K
6.03K $402K
Jan 31, 2024 Q4 2023
Trust Investment Advisors

BUY
 -
45
+ 0.33%
$2.98K - $3.56K
13.7K $914K
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
45
+ 9.43%
$2.98K - $3.56K
522 $34.8K
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
45
+ 0.37%
$2.98K - $3.56K
12.3K $822K
Jan 11, 2024 Q4 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
43
+ 1.04%
$2.85K - $3.4K
4.19K $279K
Feb 01, 2024 Q4 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
42
+ 1.37%
$2.78K - $3.32K
3.12K $208K
Jan 24, 2024 Q4 2023
180 Wealth Advisors, LLC

BUY
 -
41
+ 0.18%
$2.72K - $3.24K
23.2K $1.55M
Jan 02, 2024 Q4 2023
Goal Vest Advisory LLC

BUY
 -
40
+ 500.0%
$2.65K - $3.16K
48 $3.2K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
40
New
$2.65K - $3.16K
40 $2.67K
Feb 14, 2024 Q4 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
38
+ 1.06%
$2.52K - $3K
3.61K $241K
Jan 16, 2024 Q4 2023
First Financial Corp

BUY
 -
37
+ 3.15%
$2.45K - $2.92K
1.21K $80.9K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
BUY
 -
37
+ 4.46%
$2.45K - $2.92K
867 $57.8K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
36
+ 900.0%
$2.39K - $2.84K
40 $2.67K
Feb 08, 2024 Q4 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
36
New
$2.39K - $2.84K
36 $2.4K
Jan 10, 2024 Q4 2023
Lake Street Financial LLC

BUY
 -
33
+ 0.06%
$2.19K - $2.61K
56.5K $3.77M
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
32
+ 0.97%
$2.12K - $2.53K
3.33K $222K
Jan 12, 2024 Q4 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
31
+ 0.81%
$2.05K - $2.45K
3.86K $257K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
31
+ 8.59%
$2.05K - $2.45K
392 $26.1K
Jan 22, 2024 Q4 2023
Weaver Consulting Group

BUY
 -
30
+ 0.61%
$1.99K - $2.37K
4.92K $328K
Feb 02, 2024 Q4 2023
Capital Advisors, Ltd. LLC

BUY
 -
30
+ 4.35%
$1.99K - $2.37K
720 $48K
Feb 09, 2024 Q4 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
30
+ 0.43%
$1.99K - $2.37K
6.97K $465K
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

BUY
 -
29
+ 0.47%
$1.92K - $2.29K
6.16K $410K
Jan 18, 2024 Q4 2023
Kaizen Financial Strategies

BUY
 -
28
+ 0.79%
$1.86K - $2.21K
3.55K $237K
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
24
New
$1.59K - $1.9K
24 $1.6K
Jan 30, 2024 Q4 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
23
+ 1.31%
$1.52K - $1.82K
1.78K $119K
Feb 07, 2024 Q4 2023
Horan Securities, Inc.

BUY
 -
23
+ 0.72%
$1.52K - $1.82K
3.23K $215K
Jan 09, 2024 Q4 2023
Defined Wealth Management, LLC

BUY
 -
22
+ 0.65%
$1.46K - $1.74K
3.43K $229K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
20
+ 4.03%
$1.33K - $1.58K
516 $34.4K
Feb 27, 2024 Q4 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
20
+ 83.33%
$1.33K - $1.58K
44 $2.93K
Feb 06, 2024 Q4 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
19
+ 0.17%
$1.26K - $1.5K
11K $731K
Feb 07, 2024 Q4 2023
Us Asset Management LLC

Pittsburgh, PA
BUY
 -
18
+ 0.38%
$1.19K - $1.42K
4.79K $319K
Jan 16, 2024 Q4 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
17
+ 0.6%
$1.13K - $1.34K
2.84K $189K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
17
New
$1.13K - $1.34K
17 $1.13K
Feb 12, 2024 Q4 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
17
+ 0.3%
$1.13K - $1.34K
5.78K $385K
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
16
+ 0.08%
$1.06K - $1.26K
20.5K $1.37M
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
16
New
$1.06K - $1.26K
16 $1.07K
Jan 17, 2024 Q4 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
14
+ 0.1%
$928 - $1.11K
14.7K $977K
Feb 15, 2024 Q4 2023
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
11
New
$729 - $869
11 $733
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
10
+ 2.17%
$663 - $790
471 $31.4K
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
10
+ 0.97%
$663 - $790
1.04K $69.1K
Jan 26, 2024 Q4 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
9
+ 0.81%
$597 - $711
1.12K $74.5K
Jan 30, 2024 Q4 2023
Pay Pay Securities Corp

Tokyo, M0
BUY
 -
9
+ 25.0%
$597 - $711
45 $3K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
8
+ 0.21%
$530 - $632
3.78K $252K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
8
+ 0.8%
$530 - $632
1K $66.9K
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

BUY
 -
6
+ 0.15%
$398 - $474
4.1K $273K

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