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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
378+ 16.57% |
$38.1K - $41.9K
|
2.66K
$118K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
374+ 8.92% |
$37.7K - $41.5K
|
4.57K
$203K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
365+ 9.62% |
$36.8K - $40.5K
|
4.16K
$185K
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
361+ 4.13% |
$36.4K - $40K
|
9.11K
$404K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
352+ 0.67% |
$35.5K - $39K
|
53K
$2.35M
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
350+ 3.17% |
$35.3K - $38.8K
|
11.4K
$505K
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
350+ 35.0% |
$35.3K - $38.8K
|
1.35K
$59.9K
|
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
349+ 4.28% |
$35.2K - $38.7K
|
8.51K
$378K
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
348+ 2.17% |
$35.1K - $38.6K
|
16.4K
$727K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
345+ 0.54% |
$34.8K - $38.2K
|
64.6K
$2.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
342+ 2.61% |
$34.5K - $37.9K
|
13.4K
$595K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
342+ 1.06% |
$34.5K - $37.9K
|
32.7K
$1.45M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
339+ 5.36% |
$34.2K - $37.6K
|
6.66K
$296K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
337+ 0.65% |
$34K - $37.3K
|
52.4K
$2.33M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
335+ 3.1% |
$33.8K - $37.1K
|
11.1K
$494K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
335+ 16.75% |
$33.8K - $37.1K
|
2.34K
$104K
|
|
|
Apr 29, 2022
Q1 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
333+ 28.46% |
$33.6K - $36.9K
|
1.5K
$66.7K
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
333+ 8.87% |
$33.6K - $36.9K
|
4.09K
$181K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
331+ 1.66% |
$33.4K - $36.7K
|
20.2K
$897K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
330+ 9.01% |
$33.3K - $36.6K
|
3.99K
$177K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
329+ 15.59% |
$33.2K - $36.5K
|
2.44K
$108K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
328+ 1.2% |
$33.1K - $36.4K
|
27.6K
$1.22M
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
322+ 13.89% |
$32.4K - $35.7K
|
2.64K
$117K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
317+ 0.41% |
$31.9K - $35.1K
|
77.7K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
314New |
$31.6K - $34.8K
|
314
$13.9K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
314+ 1.61% |
$31.6K - $34.8K
|
19.8K
$880K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
313+ 2.51% |
$31.5K - $34.7K
|
12.8K
$567K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
308+ 0.15% |
$31K - $34.1K
|
210K
$9.3M
|
|
|
May 17, 2022
Q1 2022
|
Dempze Nancy E
|
BUY
|
- |
307+ 1.65% |
$30.9K - $34K
|
18.9K
$837K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
304+ 0.94% |
$30.6K - $33.7K
|
32.6K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
303+ 1.38% |
$30.5K - $33.6K
|
22.3K
$989K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
303+ 8.47% |
$30.5K - $33.6K
|
3.88K
$172K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
298+ 1.66% |
$30K - $33K
|
18.3K
$812K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
297+ 7.71% |
$29.9K - $32.9K
|
4.15K
$184K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
278+ 6.27% |
$28K - $30.8K
|
4.71K
$209K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
277+ 83.69% |
$27.9K - $30.7K
|
608
$27K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
276+ 2.14% |
$27.8K - $30.6K
|
13.2K
$586K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
276+ 10.08% |
$27.8K - $30.6K
|
3.01K
$134K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
275+ 0.23% |
$27.7K - $30.5K
|
119K
$5.29M
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
273+ 0.81% |
$27.5K - $30.3K
|
34.1K
$1.51M
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
273+ 8.03% |
$27.5K - $30.3K
|
3.67K
$163K
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
270+ 7.63% |
$27.2K - $29.9K
|
3.81K
$169K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
269+ 0.19% |
$27.1K - $29.8K
|
144K
$6.37M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
268+ 6.73% |
$27K - $29.7K
|
4.25K
$189K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
265+ 9.22% |
$26.7K - $29.4K
|
3.14K
$139K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
263+ 2.12% |
$26.5K - $29.1K
|
12.7K
$563K
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
260+ 4.18% |
$26.2K - $28.8K
|
6.48K
$287K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
259+ 175.0% |
$26.1K - $28.7K
|
407
$18.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
258+ 1.0% |
$26K - $28.6K
|
26K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
255+ 0.31% |
$25.7K - $28.3K
|
81.8K
$3.63M
|