Purchases and Sales Made in Q1 2022 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 18.1% |
$265K - $291K
|
17.1K
$760K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.62K+ 6.34% |
$264K - $291K
|
44K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.6K+ 20.45% |
$262K - $288K
|
15.3K
$679K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.58KNew |
$259K - $285K
|
2.58K
$114K
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.57KNew |
$259K - $285K
|
2.57K
$114K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.56K+ 0.76% |
$258K - $284K
|
339K
$15M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.54KNew |
$256K - $281K
|
2.54K
$113K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.52KNew |
$254K - $280K
|
2.52K
$112K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
2.51K+ 3.07% |
$253K - $279K
|
84.3K
$3.74M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
2.51K+ 2.33% |
$253K - $279K
|
110K
$4.9M
|
|
|
Feb 09, 2023
Q1 2022
|
Arga Investment Management, LP
|
BUY
|
- |
2.5K+ 18.43% |
$252K - $278K
|
16.1K
$714K
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.49K+ 2.67% |
$251K - $276K
|
96K
$4.26M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.49KNew |
$251K - $276K
|
2.49K
$111K
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
2.44K+ 2.09% |
$245K - $270K
|
119K
$5.28M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.42K+ 6.38% |
$244K - $268K
|
40.4K
$1.79M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$243K - $267K
|
2.41K
$107K
|
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.4K+ 1.41% |
$242K - $266K
|
172K
$7.64M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.4K+ 50.37% |
$242K - $266K
|
7.16K
$318K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.39K+ 5.67% |
$241K - $265K
|
44.6K
$1.98M
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.39K+ 8.94% |
$240K - $264K
|
29.1K
$1.29M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
2.35K+ 3.05% |
$236K - $260K
|
79.3K
$3.52M
|
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
2.33K+ 5.72% |
$235K - $259K
|
43.2K
$1.91M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
2.32K+ 2.24% |
$234K - $257K
|
106K
$4.7M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.31K+ 19.72% |
$233K - $256K
|
14.1K
$623K
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$232K - $255K
|
2.3K
$102K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.3K+ 6.85% |
$231K - $255K
|
35.8K
$1.59M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 1.6% |
$230K - $253K
|
146K
$6.45M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.29K+ 18.11% |
$230K - $253K
|
14.9K
$661K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 9.49% |
$229K - $252K
|
26.2K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.27K+ 6.42% |
$228K - $251K
|
37.6K
$1.67M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2.26KNew |
$228K - $251K
|
2.26K
$100K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.26K+ 58.26% |
$227K - $250K
|
6.13K
$272K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.26KNew |
$227K - $250K
|
2.26K
$100K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.25KNew |
$227K - $249K
|
2.25K
$99.8K
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.23KNew |
$225K - $247K
|
2.23K
$98.9K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.23K+ 20.42% |
$225K - $247K
|
13.1K
$583K
|
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.22K+ 56.84% |
$223K - $245K
|
6.11K
$271K
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.21K+ 2.76% |
$222K - $244K
|
82K
$3.64M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.19K+ 7.95% |
$221K - $243K
|
29.8K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.17K+ 9.58% |
$219K - $241K
|
24.8K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
2.17KNew |
$219K - $240K
|
2.17K
$96.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
2.16K+ 5.03% |
$218K - $240K
|
45.1K
$2M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.14K+ 24.35% |
$216K - $238K
|
11K
$486K
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.14K+ 0.44% |
$215K - $237K
|
486K
$21.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.14K+ 7.2% |
$215K - $237K
|
31.8K
$1.41M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.11KNew |
$212K - $234K
|
2.11K
$93.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
BUY
|
- |
2.11K+ 0.25% |
$212K - $233K
|
851K
$37.8M
|
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2.08KNew |
$210K - $231K
|
2.08K
$92.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.08KNew |
$209K - $230K
|
2.08K
$92K
|
|
|
May 17, 2022
Q1 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
2.07KNew |
$208K - $229K
|
2.07K
$91.7K
|