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 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
3.61KNew |
$239K - $285K
|
3.61K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.61KNew |
$239K - $285K
|
3.61K
$204K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.54KNew |
$234K - $279K
|
3.54K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.52K+ 9.21% |
$233K - $278K
|
41.7K
$2.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$232K - $277K
|
3.5K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 9.22% |
$231K - $276K
|
41.3K
$2.33M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.45KNew |
$229K - $273K
|
3.45K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.44K+ 96.63% |
$228K - $272K
|
6.99K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.43K+ 148.55% |
$227K - $271K
|
5.73K
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.42KNew |
$227K - $270K
|
3.42K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
3.41K+ 0.31% |
$226K - $270K
|
1.09M
$61.5M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.4KNew |
$225K - $268K
|
3.4K
$192K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.37K+ 17.86% |
$224K - $266K
|
22.3K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3.37K+ 27.07% |
$223K - $266K
|
15.8K
$893K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.37KNew |
$223K - $266K
|
3.37K
$190K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.36K+ 5.23% |
$222K - $265K
|
67.6K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.35K+ 23.27% |
$222K - $264K
|
17.7K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.32KNew |
$220K - $262K
|
3.32K
$187K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.32KNew |
$220K - $262K
|
3.32K
$187K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.32KNew |
$220K - $262K
|
3.32K
$187K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.31KNew |
$219K - $262K
|
3.31K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
3.31KNew |
$219K - $261K
|
3.31K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.31K+ 0.79% |
$219K - $261K
|
420K
$23.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.3K+ 11.88% |
$219K - $261K
|
31.1K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
3.3K+ 4.92% |
$218K - $260K
|
70.3K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.3K+ 1.38% |
$218K - $260K
|
242K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.29K+ 36.89% |
$218K - $260K
|
12.2K
$690K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.27KNew |
$217K - $258K
|
3.27K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.26K+ 1.22% |
$216K - $258K
|
271K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 43.74% |
$216K - $258K
|
10.7K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
3.25K+ 0.48% |
$216K - $257K
|
678K
$38.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.23K+ 15.68% |
$214K - $255K
|
23.8K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
3.22KNew |
$214K - $255K
|
3.22K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
3.21KNew |
$212K - $253K
|
3.21K
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
3.2K+ 3.26% |
$212K - $253K
|
101K
$5.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.18KNew |
$211K - $251K
|
3.18K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.17K+ 1.61% |
$210K - $250K
|
199K
$11.3M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.14KNew |
$208K - $248K
|
3.14K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.14K+ 4.76% |
$208K - $248K
|
69K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.12KNew |
$207K - $246K
|
3.12K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.12KNew |
$207K - $246K
|
3.12K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3.11K+ 22.85% |
$206K - $246K
|
16.7K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.11KNew |
$206K - $245K
|
3.11K
$175K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.09K+ 14.2% |
$205K - $244K
|
24.9K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.05KNew |
$202K - $241K
|
3.05K
$172K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.05KNew |
$202K - $241K
|
3.05K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
3.05KNew |
$202K - $241K
|
3.05K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.03K+ 19.85% |
$201K - $240K
|
18.3K
$1.03M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.01KNew |
$200K - $238K
|
3.01K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.01K+ 8.02% |
$199K - $238K
|
40.5K
$2.29M
|