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 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
100+ 23.36% |
$10.1K - $11.1K
|
528
$23.4K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 1.22% |
$10.1K - $11.1K
|
8.29K
$368K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 7.2% |
$10.1K - $11.1K
|
1.49K
$66.1K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
100+ 1.45% |
$10.1K - $11.1K
|
7.02K
$311K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
100+ 2.7% |
$10.1K - $11.1K
|
3.8K
$168K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 6.61% |
$10.1K - $11.1K
|
1.61K
$71.5K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
100+ 2.05% |
$10.1K - $11.1K
|
4.98K
$221K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
100+ 4.86% |
$10.1K - $11.1K
|
2.16K
$95.7K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
98+ 98.0% |
$9.88K - $10.9K
|
198
$8.78K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
96+ 0.9% |
$9.67K - $10.6K
|
10.8K
$479K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
95+ 0.97% |
$9.57K - $10.5K
|
9.87K
$438K
|
|
|
May 16, 2022
Q1 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
95+ 0.66% |
$9.57K - $10.5K
|
14.4K
$640K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
93+ 0.45% |
$9.37K - $10.3K
|
20.9K
$927K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
92+ 1.15% |
$9.27K - $10.2K
|
8.08K
$358K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 0.02% |
$9.07K - $9.97K
|
366K
$16.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
86+ 0.28% |
$8.67K - $9.53K
|
31.1K
$1.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
85+ 2.79% |
$8.57K - $9.42K
|
3.13K
$139K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
84+ 0.33% |
$8.46K - $9.31K
|
25.6K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
84+ 13.13% |
$8.46K - $9.31K
|
724
$32.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
84New |
$8.46K - $9.31K
|
84
$3.73K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
78+ 0.66% |
$7.86K - $8.64K
|
12K
$531K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
77+ 3.05% |
$7.76K - $8.53K
|
2.6K
$115K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
75+ 1.07% |
$7.56K - $8.31K
|
7.08K
$314K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
75+ 7.49% |
$7.56K - $8.31K
|
1.08K
$47.8K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
69New |
$6.95K - $7.65K
|
69
$3.06K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
69+ 1.94% |
$6.95K - $7.65K
|
3.62K
$161K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
68+ 0.74% |
$6.85K - $7.54K
|
9.2K
$408K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
67+ 3.09% |
$6.75K - $7.43K
|
2.23K
$99K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
65+ 2.56% |
$6.55K - $7.2K
|
2.61K
$116K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
65+ 6.77% |
$6.55K - $7.2K
|
1.03K
$45.5K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
65+ 1.48% |
$6.55K - $7.2K
|
4.45K
$197K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65+ 0.57% |
$6.55K - $7.2K
|
11.4K
$506K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
64+ 1.64% |
$6.45K - $7.09K
|
3.98K
$176K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
63+ 126.0% |
$6.35K - $6.98K
|
113
$5.01K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
62+ 2.33% |
$6.25K - $6.87K
|
2.73K
$121K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
62+ 2.27% |
$6.25K - $6.87K
|
2.8K
$124K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
60+ 0.61% |
$6.05K - $6.65K
|
9.83K
$436K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
60+ 0.3% |
$6.05K - $6.65K
|
20K
$889K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
60+ 1.12% |
$6.05K - $6.65K
|
5.44K
$241K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
59+ 1.68% |
$5.95K - $6.54K
|
3.57K
$158K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
57+ 1.87% |
$5.74K - $6.32K
|
3.1K
$138K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
55+ 0.09% |
$5.54K - $6.1K
|
63.1K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
53+ 0.39% |
$5.34K - $5.87K
|
13.8K
$611K
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
52+ 1.27% |
$5.24K - $5.76K
|
4.15K
$184K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
52+ 0.4% |
$5.24K - $5.76K
|
13K
$576K
|
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
52+ 2.27% |
$5.24K - $5.76K
|
2.34K
$104K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
51+ 0.42% |
$5.14K - $5.65K
|
12.3K
$546K
|
|
|
Apr 20, 2022
Q1 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
50+ 0.97% |
$5.04K - $5.54K
|
5.2K
$230K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
50+ 0.31% |
$5.04K - $5.54K
|
16.2K
$717K
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
50+ 0.59% |
$5.04K - $5.54K
|
8.58K
$381K
|