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 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$1.61K - $1.77K
|
16
$736
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
16+ 23.53% |
$1.61K - $1.77K
|
84
$3.86K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
16+ 0.53% |
$1.61K - $1.77K
|
3.04K
$140K
|
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
15+ 0.03% |
$1.51K - $1.66K
|
54.6K
$2.51M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
15+ 14.29% |
$1.51K - $1.66K
|
120
$5.52K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15+ 0.68% |
$1.51K - $1.66K
|
2.23K
$102K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
14+ 0.37% |
$1.41K - $1.55K
|
3.8K
$175K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
14+ 0.36% |
$1.41K - $1.55K
|
3.91K
$180K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
14+ 0.64% |
$1.41K - $1.55K
|
2.19K
$101K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
13+ 0.18% |
$1.31K - $1.44K
|
7.23K
$333K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
13+ 0.48% |
$1.31K - $1.44K
|
2.74K
$126K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 5.22% |
$1.21K - $1.33K
|
242
$11.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
11+ 0.18% |
$1.11K - $1.22K
|
6.06K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.15% |
$1.01K - $1.11K
|
6.85K
$315K
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 0.45% |
$1.01K - $1.11K
|
2.25K
$104K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.61% |
$907 - $997
|
1.49K
$68.3K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.11% |
$907 - $997
|
8K
$368K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
9+ 0.42% |
$907 - $997
|
2.15K
$99K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8+ 0.07% |
$806 - $887
|
10.7K
$492K
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7+ 0.34% |
$705 - $776
|
2.08K
$95.5K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
7+ 0.01% |
$705 - $776
|
47.9K
$2.21M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7+ 0.11% |
$705 - $776
|
6.55K
$301K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.9% |
$605 - $665
|
322
$14.8K
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.06% |
$605 - $665
|
10.2K
$468K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
$504 - $554
|
1.45K
$66.8K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$504 - $554
|
3.12K
$143K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.17% |
$403 - $443
|
2.39K
$110K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.04% |
$403 - $443
|
11.3K
$518K
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3+ 0.1% |
$302 - $332
|
2.98K
$137K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 30.0% |
$302 - $332
|
13
$598
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.04% |
$302 - $332
|
7.3K
$336K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3+ 0.11% |
$302 - $332
|
2.67K
$123K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.32% |
$302 - $332
|
931
$42.8K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.64% |
$302 - $332
|
474
$21.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.04% |
$202 - $222
|
5.62K
$258K
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
BUY
|
- |
2+ 0.03% |
$202 - $222
|
6.77K
$311K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$202 - $222
|
398
$18.3K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.38% |
$202 - $222
|
534
$24.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$202 - $222
|
974
$44.8K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2+ 0.18% |
$202 - $222
|
1.12K
$51.4K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.01% |
$101 - $111
|
10.5K
$481K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$101 - $111
|
384
$17.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$101 - $111
|
12.9K
$594K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$101 - $111
|
956
$44K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$101 - $111
|
2.14K
$98.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$101 - $111
|
1.11K
$51.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.05% |
$101 - $111
|
2.12K
$97.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.08% |
$101 - $111
|
1.26K
$58.1K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.52% |
$101 - $111
|
193
$8.88K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.37% |
$101 - $111
|
269
$12.4K
|