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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
530+ 0.58% |
$53.4K - $58.7K
|
91.6K
$4.2M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
527+ 0.46% |
$53.1K - $58.4K
|
116K
$5.33M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
525+ 0.55% |
$52.9K - $58.2K
|
95.7K
$4.38M
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
524+ 4.14% |
$52.8K - $58.1K
|
13.2K
$604K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
523+ 3.57% |
$52.7K - $58K
|
15.2K
$694K
|
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
518+ 14.71% |
$52.2K - $57.4K
|
4.04K
$185K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
516+ 8.88% |
$52K - $57.2K
|
6.32K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
510+ 8.03% |
$51.4K - $56.5K
|
6.86K
$314K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
507+ 19.98% |
$51.1K - $56.2K
|
3.04K
$139K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
505+ 12.18% |
$50.9K - $56K
|
4.65K
$213K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
503+ 12.99% |
$50.7K - $55.7K
|
4.38K
$200K
|
|
|
May 18, 2022
Q1 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
500+ 0.46% |
$50.4K - $55.4K
|
110K
$5.02M
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
497+ 4.91% |
$50.1K - $55.1K
|
10.6K
$486K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
493+ 2.0% |
$49.7K - $54.6K
|
25.1K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
485+ 5.32% |
$48.9K - $53.8K
|
9.6K
$439K
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
474+ 6.75% |
$47.8K - $52.5K
|
7.49K
$343K
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
468+ 0.71% |
$47.2K - $51.9K
|
66.3K
$3.04M
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
465+ 16.82% |
$46.9K - $51.5K
|
3.23K
$148K
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
461+ 5.46% |
$46.5K - $51.1K
|
8.9K
$408K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
453+ 14.17% |
$45.6K - $50.2K
|
3.65K
$167K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
450+ 6.41% |
$45.3K - $49.9K
|
7.48K
$342K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
450+ 12.84% |
$45.3K - $49.9K
|
3.95K
$181K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
440+ 14.92% |
$44.3K - $48.8K
|
3.39K
$155K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
440+ 18.36% |
$44.3K - $48.8K
|
2.84K
$130K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
438+ 3.76% |
$44.1K - $48.5K
|
12.1K
$554K
|
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
436+ 1.1% |
$43.9K - $48.3K
|
40K
$1.83M
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
435+ 2.29% |
$43.8K - $48.2K
|
19.5K
$890K
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
433+ 1.44% |
$43.6K - $48K
|
30.6K
$1.4M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
430+ 7.12% |
$43.3K - $47.7K
|
6.47K
$296K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
427+ 10.95% |
$43K - $47.3K
|
4.33K
$198K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
425+ 6.37% |
$42.8K - $47.1K
|
7.1K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
420+ 1.92% |
$42.3K - $46.5K
|
22.3K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
416+ 17.52% |
$41.9K - $46.1K
|
2.79K
$128K
|
|
|
May 05, 2022
Q1 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
415+ 7.45% |
$41.8K - $46K
|
5.98K
$274K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
413+ 2.23% |
$41.6K - $45.8K
|
19K
$868K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
411+ 10.98% |
$41.4K - $45.6K
|
4.16K
$190K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
406+ 5.94% |
$40.9K - $45K
|
7.24K
$331K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
405+ 0.9% |
$40.8K - $44.9K
|
45.2K
$2.07M
|
|
|
Apr 01, 2022
Q1 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
404+ 0.37% |
$40.7K - $44.8K
|
109K
$4.99M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
404+ 3.36% |
$40.7K - $44.8K
|
12.4K
$569K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
402+ 11.73% |
$40.5K - $44.6K
|
3.83K
$175K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 23.11% |
$40.3K - $44.3K
|
2.13K
$97.6K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
400+ 4.95% |
$40.3K - $44.3K
|
8.49K
$389K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
399+ 6.83% |
$40.2K - $44.2K
|
6.24K
$286K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
398+ 7.05% |
$40.1K - $44.1K
|
6.04K
$277K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
395+ 5.68% |
$39.8K - $43.8K
|
7.35K
$336K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
391+ 12.26% |
$39.4K - $43.3K
|
3.58K
$164K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
389+ 4.77% |
$39.2K - $43.1K
|
8.54K
$391K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
387+ 1.6% |
$39K - $42.9K
|
24.6K
$1.13M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
387+ 1.6% |
$39K - $42.9K
|
24.6K
$1.13M
|