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 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-31- 0.79% |
$3.12K - $3.44K
|
3.89K
$173K
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-32- 1.15% |
$3.22K - $3.55K
|
2.76K
$122K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-32- 0.29% |
$3.22K - $3.55K
|
11K
$488K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-32- 0.98% |
$3.22K - $3.55K
|
3.23K
$143K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-34- 0.2% |
$3.43K - $3.77K
|
17.1K
$757K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-35- 1.71% |
$3.53K - $3.88K
|
2.01K
$89K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-35- 0.51% |
$3.53K - $3.88K
|
6.89K
$306K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-35- 0.89% |
$3.53K - $3.88K
|
3.91K
$173K
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-36- 1.71% |
$3.63K - $3.99K
|
2.07K
$91.9K
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-36- 0.8% |
$3.63K - $3.99K
|
4.47K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-36- 1.13% |
$3.63K - $3.99K
|
3.16K
$140K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-36- 0.52% |
$3.63K - $3.99K
|
6.89K
$306K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-37- 1.47% |
$3.73K - $4.1K
|
2.48K
$110K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-38- 0.31% |
$3.83K - $4.21K
|
12.1K
$536K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-40- 33.06% |
$4.03K - $4.43K
|
81
$3.59K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 1.59% |
$4.13K - $4.54K
|
2.54K
$113K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-42- 0.07% |
$4.23K - $4.65K
|
61.8K
$2.74M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-44- 0.12% |
$4.43K - $4.88K
|
37.8K
$1.68M
|
|
|
Apr 04, 2022
Q1 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-45- 0.46% |
$4.53K - $4.99K
|
9.72K
$431K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-45Closed |
$4.53K - $4.99K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-46- 0.22% |
$4.64K - $5.1K
|
21.1K
$938K
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-46- 0.07% |
$4.64K - $5.1K
|
63.4K
$2.81M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-46Closed |
$4.64K - $5.1K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-46- 2.19% |
$4.64K - $5.1K
|
2.06K
$91.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-47- 0.73% |
$4.74K - $5.21K
|
6.39K
$283K
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
SELL
|
- |
-50- 1.39% |
$5.04K - $5.54K
|
3.54K
$157K
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-50- 1.73% |
$5.04K - $5.54K
|
2.85K
$126K
|
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-50- 0.85% |
$5.04K - $5.54K
|
5.8K
$257K
|
|
|
Apr 26, 2022
Q1 2022
|
Penbrook Management LLC
|
SELL
|
- |
-50- 0.4% |
$5.04K - $5.54K
|
12.4K
$550K
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-50Closed |
$5.04K - $5.54K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 0.14% |
$5.04K - $5.54K
|
35.5K
$1.57M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-51- 0.25% |
$5.14K - $5.65K
|
20.1K
$894K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-53- 2.06% |
$5.34K - $5.87K
|
2.52K
$112K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-53- 1.45% |
$5.34K - $5.87K
|
3.6K
$160K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.8% |
$5.44K - $5.98K
|
6.7K
$297K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-56- 2.0% |
$5.64K - $6.21K
|
2.75K
$122K
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-57- 0.88% |
$5.74K - $6.32K
|
6.44K
$286K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-57- 0.88% |
$5.74K - $6.32K
|
6.45K
$286K
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-57- 0.19% |
$5.74K - $6.32K
|
30.2K
$1.34M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-60- 0.85% |
$6.05K - $6.65K
|
7.02K
$311K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-60- 1.18% |
$6.05K - $6.65K
|
5.02K
$223K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-60- 6.48% |
$6.05K - $6.65K
|
866
$38.4K
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-60- 0.24% |
$6.05K - $6.65K
|
24.6K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-64- 0.35% |
$6.45K - $7.09K
|
18.5K
$819K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-64- 0.12% |
$6.45K - $7.09K
|
53.8K
$2.39M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-65Closed |
$6.55K - $7.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-65- 55.56% |
$6.55K - $7.2K
|
52
$2.31K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-66- 0.76% |
$6.65K - $7.31K
|
8.59K
$381K
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-69- 1.06% |
$6.95K - $7.65K
|
6.45K
$286K
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-69- 0.3% |
$6.95K - $7.65K
|
23K
$1.02M
|