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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
761+ 1.77% |
$76.7K - $84.3K
|
43.8K
$2.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
760+ 36.59% |
$76.6K - $84.2K
|
2.84K
$130K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
754+ 3.34% |
$76K - $83.6K
|
23.4K
$1.07M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
747+ 42.49% |
$75.3K - $82.8K
|
2.51K
$115K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
746+ 23.11% |
$75.2K - $82.7K
|
3.97K
$182K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
741+ 5.35% |
$74.7K - $82.1K
|
14.6K
$668K
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
736+ 2.78% |
$74.2K - $81.6K
|
27.2K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
735New |
$74.1K - $81.5K
|
735
$33.6K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
733+ 5.27% |
$73.9K - $81.2K
|
14.7K
$671K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
732+ 2.53% |
$73.8K - $81.1K
|
29.7K
$1.36M
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
730+ 3.38% |
$73.6K - $80.9K
|
22.3K
$1.02M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
726+ 0.7% |
$73.2K - $80.5K
|
104K
$4.75M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
715+ 16.15% |
$72.1K - $79.2K
|
5.14K
$235K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
708+ 33.57% |
$71.3K - $78.5K
|
2.82K
$129K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
702+ 1.21% |
$70.7K - $77.8K
|
58.6K
$2.68M
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
BUY
|
- |
700+ 66.04% |
$70.5K - $77.6K
|
1.76K
$80.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
698+ 1.64% |
$70.3K - $77.4K
|
43.4K
$1.99M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
690+ 3.78% |
$69.5K - $76.5K
|
18.9K
$867K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
684+ 1.77% |
$68.9K - $75.8K
|
39.3K
$1.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
BUY
|
- |
682+ 2.3% |
$68.7K - $75.6K
|
30.4K
$1.39M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
676+ 4.2% |
$68.1K - $74.9K
|
16.8K
$768K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
674+ 69.13% |
$67.9K - $74.7K
|
1.65K
$75.5K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
671New |
$67.6K - $74.4K
|
671
$30.7K
|
|
|
May 09, 2022
Q1 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
670New |
$67.5K - $74.3K
|
670
$30.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
668+ 39.69% |
$67.3K - $74K
|
2.35K
$108K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
667+ 8.92% |
$67.2K - $73.9K
|
8.15K
$373K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
666+ 2.91% |
$67.1K - $73.8K
|
23.5K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
664+ 0.3% |
$66.9K - $73.6K
|
223K
$10.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
663+ 5.01% |
$66.8K - $73.5K
|
13.9K
$637K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
659+ 4.96% |
$66.4K - $73K
|
13.9K
$638K
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
649+ 0.85% |
$65.4K - $71.9K
|
77.3K
$3.54M
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
648+ 1.81% |
$65.3K - $71.8K
|
36.5K
$1.67M
|
|
|
May 05, 2022
Q1 2022
|
Sws Partners
|
BUY
|
- |
647New |
$65.2K - $71.7K
|
647
$29.6K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
646New |
$65.1K - $71.6K
|
646
$29.6K
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
640+ 20.87% |
$64.5K - $70.9K
|
3.71K
$170K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
623+ 18.03% |
$62.8K - $69K
|
4.08K
$187K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
616+ 89.93% |
$62.1K - $68.3K
|
1.3K
$59.6K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
595+ 5.29% |
$60K - $65.9K
|
11.8K
$542K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
590+ 139.15% |
$59.5K - $65.4K
|
1.01K
$46.4K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
567New |
$57.1K - $62.8K
|
567
$26K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
564New |
$56.8K - $62.5K
|
564
$25.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
556+ 1.39% |
$56K - $61.6K
|
40.7K
$1.86M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
555+ 9.73% |
$55.9K - $61.5K
|
6.26K
$287K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
555+ 14.25% |
$55.9K - $61.5K
|
4.45K
$204K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
549+ 3.42% |
$55.3K - $60.8K
|
16.6K
$760K
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
545+ 2.97% |
$54.9K - $60.4K
|
18.9K
$865K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
540+ 12.43% |
$54.4K - $59.8K
|
4.88K
$224K
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
539+ 1.02% |
$54.3K - $59.7K
|
53.1K
$2.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
538+ 2.29% |
$54.2K - $59.6K
|
24K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
533+ 19.08% |
$53.7K - $59.1K
|
3.33K
$152K
|