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 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.57% |
$112K - $123K
|
12.7K
$564K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.1K+ 29.02% |
$111K - $122K
|
4.88K
$217K
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.1K+ 29.19% |
$110K - $121K
|
4.85K
$215K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.09KNew |
$110K - $121K
|
1.09K
$48.5K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.09K+ 4.0% |
$110K - $121K
|
28.4K
$1.26M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.09K+ 12.44% |
$109K - $120K
|
9.81K
$435K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.08K+ 10.31% |
$109K - $120K
|
11.6K
$513K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.07K+ 141.81% |
$107K - $118K
|
1.82K
$80.6K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1.06K+ 0.63% |
$107K - $118K
|
170K
$7.55M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.06K+ 5.82% |
$107K - $118K
|
19.3K
$858K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 7.47% |
$106K - $116K
|
15.1K
$671K
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.01K+ 8.58% |
$102K - $112K
|
12.8K
$569K
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.01K+ 11.31% |
$102K - $112K
|
9.95K
$441K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1K+ 5.54% |
$101K - $111K
|
19.1K
$848K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1K+ 178.93% |
$101K - $111K
|
1.56K
$69.3K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1K+ 625.0% |
$101K - $111K
|
1.16K
$51.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
982New |
$99K - $109K
|
982
$43.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
980+ 3.4% |
$98.8K - $109K
|
29.8K
$1.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
970+ 2.62% |
$97.7K - $108K
|
38K
$1.69M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
966+ 2.73% |
$97.3K - $107K
|
36.3K
$1.61M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
964+ 1.33% |
$97.1K - $107K
|
73.5K
$3.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
960+ 17.56% |
$96.7K - $106K
|
6.43K
$285K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
948+ 0.17% |
$95.5K - $105K
|
546K
$24.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
926+ 20.55% |
$93.3K - $103K
|
5.43K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
920+ 23.33% |
$92.7K - $102K
|
4.86K
$216K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
918+ 18.1% |
$92.5K - $102K
|
5.99K
$266K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
905+ 2.09% |
$91.2K - $100K
|
44.2K
$1.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
890+ 3.15% |
$89.7K - $98.6K
|
29.2K
$1.29M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
881+ 4.73% |
$88.8K - $97.6K
|
19.5K
$866K
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
870+ 18.08% |
$87.7K - $96.4K
|
5.68K
$252K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
867+ 7.63% |
$87.4K - $96.1K
|
12.2K
$543K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
863+ 8.29% |
$87K - $95.6K
|
11.3K
$500K
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
851+ 0.44% |
$85.8K - $94.3K
|
193K
$8.57M
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
BUY
|
- |
849+ 0.4% |
$85.6K - $94.1K
|
212K
$9.42M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
845+ 11.66% |
$85.2K - $93.7K
|
8.09K
$359K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
840+ 44.92% |
$84.6K - $93.1K
|
2.71K
$120K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
840+ 10.23% |
$84.6K - $93.1K
|
9.05K
$402K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
836+ 12.63% |
$84.2K - $92.7K
|
7.46K
$331K
|
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
829+ 1.15% |
$83.5K - $91.9K
|
72.6K
$3.22M
|
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
825+ 1.15% |
$83.1K - $91.4K
|
72.7K
$3.22M
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
817+ 0.23% |
$82.3K - $90.5K
|
362K
$16.1M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
806New |
$81.2K - $89.3K
|
806
$35.8K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
802+ 2.82% |
$80.8K - $88.9K
|
29.2K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
801+ 20.54% |
$80.7K - $88.8K
|
4.7K
$209K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
793+ 16.39% |
$79.9K - $87.9K
|
5.63K
$250K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
793+ 9.63% |
$79.9K - $87.9K
|
9.02K
$400K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
781+ 6.3% |
$78.7K - $86.6K
|
13.2K
$585K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
780+ 4.94% |
$78.6K - $86.4K
|
16.6K
$735K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
774+ 1.42% |
$78K - $85.8K
|
55.3K
$2.45M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
766+ 25.64% |
$77.2K - $84.9K
|
3.75K
$167K
|