Purchases and Sales Made in Q2 2023 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.12K+ 3.98% |
$275K - $320K
|
108K
$6.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.07K+ 7.03% |
$271K - $317K
|
62K
$3.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.07K+ 0.57% |
$271K - $317K
|
719K
$45.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.04K+ 68.05% |
$270K - $314K
|
9.99K
$634K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.04KNew |
$269K - $314K
|
4.04K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.03KNew |
$269K - $314K
|
4.03K
$256K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.03K+ 39.76% |
$268K - $313K
|
14.2K
$898K
|
|
|
Aug 17, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.99K+ 1.57% |
$266K - $310K
|
258K
$16.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.98K+ 3.62% |
$266K - $310K
|
114K
$7.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.98K+ 43.69% |
$265K - $309K
|
13.1K
$831K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.97K+ 32.03% |
$264K - $308K
|
16.3K
$1.04M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
3.96K+ 566.14% |
$264K - $308K
|
4.66K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.95KNew |
$263K - $307K
|
3.95K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.95KNew |
$263K - $307K
|
3.95K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.94K+ 7.99% |
$262K - $306K
|
53.2K
$3.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.93K+ 36.01% |
$262K - $306K
|
14.8K
$942K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.91K+ 0.57% |
$261K - $304K
|
696K
$44.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.9K+ 3.73% |
$260K - $303K
|
109K
$6.89M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.85K+ 7.13% |
$257K - $300K
|
57.9K
$3.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.85K+ 16.96% |
$257K - $299K
|
26.5K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.8K+ 4.98% |
$254K - $296K
|
80.2K
$5.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.77K+ 5.45% |
$252K - $293K
|
73.1K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.77KNew |
$252K - $293K
|
3.77K
$240K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.77K+ 24.0% |
$251K - $293K
|
19.5K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.76K+ 1.6% |
$250K - $292K
|
239K
$15.1M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.72KNew |
$248K - $289K
|
3.72K
$236K
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.65K+ 36.6% |
$243K - $284K
|
13.6K
$865K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.64K+ 36.38% |
$242K - $283K
|
13.6K
$865K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.62KNew |
$241K - $281K
|
3.62K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.6K+ 17.37% |
$240K - $280K
|
24.3K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.57K+ 13.66% |
$238K - $278K
|
29.7K
$1.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.56K+ 25.81% |
$237K - $277K
|
17.3K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.48K+ 6.52% |
$232K - $271K
|
56.9K
$3.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
3.48K+ 4.52% |
$232K - $270K
|
80.3K
$5.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.47KNew |
$231K - $270K
|
3.47K
$220K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
3.46KNew |
$231K - $269K
|
3.46K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.46K+ 5.5% |
$230K - $269K
|
66.2K
$4.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3.45KNew |
$230K - $268K
|
3.45K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3.45K+ 6.62% |
$230K - $268K
|
55.6K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.44K+ 34.41% |
$229K - $268K
|
13.4K
$853K
|
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
3.44K+ 0.85% |
$229K - $267K
|
409K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.43KNew |
$229K - $267K
|
3.43K
$218K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.41KNew |
$227K - $265K
|
3.41K
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.4K+ 16.2% |
$227K - $264K
|
24.4K
$1.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.4K+ 43.02% |
$226K - $264K
|
11.3K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.39K+ 17.18% |
$226K - $263K
|
23.1K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$223K - $261K
|
3.35K
$213K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.35K+ 209.9% |
$223K - $260K
|
4.95K
$314K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.34K+ 29.64% |
$223K - $260K
|
14.6K
$928K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.34K+ 63.12% |
$223K - $260K
|
8.64K
$548K
|