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 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
47+ 0.29% |
$4.74K - $5.21K
|
16.5K
$730K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
47+ 1.95% |
$4.74K - $5.21K
|
2.46K
$109K
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
47+ 0.42% |
$4.74K - $5.21K
|
11.1K
$494K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
46+ 2.59% |
$4.64K - $5.1K
|
1.82K
$80.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
46+ 0.53% |
$4.64K - $5.1K
|
8.67K
$385K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
45+ 3.11% |
$4.53K - $4.99K
|
1.49K
$66.1K
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
45+ 0.1% |
$4.53K - $4.99K
|
46.4K
$2.06M
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
41+ 0.25% |
$4.13K - $4.54K
|
16.2K
$718K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 1.11% |
$4.03K - $4.43K
|
3.64K
$161K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.3% |
$4.03K - $4.43K
|
13.5K
$599K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
40New |
$4.03K - $4.43K
|
40
$1.77K
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
40+ 0.56% |
$4.03K - $4.43K
|
7.22K
$320K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
37+ 0.73% |
$3.73K - $4.1K
|
5.12K
$227K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
37+ 1.42% |
$3.73K - $4.1K
|
2.64K
$117K
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
37+ 0.11% |
$3.73K - $4.1K
|
33K
$1.47M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
37+ 2.38% |
$3.73K - $4.1K
|
1.59K
$70.5K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
36+ 15.72% |
$3.63K - $3.99K
|
265
$11.8K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
35+ 16.75% |
$3.53K - $3.88K
|
244
$10.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
34+ 0.62% |
$3.43K - $3.77K
|
5.49K
$243K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33+ 1.48% |
$3.33K - $3.66K
|
2.27K
$100K
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
33+ 1.45% |
$3.33K - $3.66K
|
2.31K
$102K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 1.67% |
$3.22K - $3.55K
|
1.95K
$86.5K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
32New |
$3.22K - $3.55K
|
32
$1.42K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
31+ 0.23% |
$3.12K - $3.44K
|
13.5K
$599K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
28+ 0.31% |
$2.82K - $3.1K
|
8.97K
$398K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
28+ 0.76% |
$2.82K - $3.1K
|
3.73K
$166K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27+ 0.34% |
$2.72K - $2.99K
|
8.03K
$356K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.35% |
$2.72K - $2.99K
|
7.66K
$340K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
26+ 0.75% |
$2.62K - $2.88K
|
3.51K
$156K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
26+ 0.62% |
$2.62K - $2.88K
|
4.22K
$187K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
26+ 0.53% |
$2.62K - $2.88K
|
4.95K
$220K
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25+ 0.14% |
$2.52K - $2.77K
|
17.7K
$786K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
24+ 10.21% |
$2.42K - $2.66K
|
259
$11.5K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
24+ 0.27% |
$2.42K - $2.66K
|
8.91K
$395K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
23+ 0.11% |
$2.32K - $2.55K
|
20.1K
$893K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
23+ 0.97% |
$2.32K - $2.55K
|
2.39K
$106K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
23+ 0.58% |
$2.32K - $2.55K
|
3.99K
$177K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
23+ 0.44% |
$2.32K - $2.55K
|
5.23K
$232K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
23+ 0.55% |
$2.32K - $2.55K
|
4.2K
$186K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 6.71% |
$2.22K - $2.44K
|
350
$15.5K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
21+ 0.46% |
$2.12K - $2.33K
|
4.59K
$204K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
21+ 0.33% |
$2.12K - $2.33K
|
6.4K
$284K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
20+ 0.42% |
$2.02K - $2.22K
|
4.77K
$212K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
20+ 0.77% |
$2.02K - $2.22K
|
2.63K
$117K
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
20+ 8.0% |
$2.02K - $2.22K
|
270
$12K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
19+ 4.67% |
$1.91K - $2.11K
|
426
$18.9K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.08% |
$1.81K - $1.99K
|
22.3K
$991K
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
18+ 0.19% |
$1.81K - $1.99K
|
9.71K
$431K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17+ 32.69% |
$1.71K - $1.88K
|
69
$3.06K
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
17+ 0.19% |
$1.71K - $1.88K
|
9.13K
$405K
|