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 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-104- 1.23% |
$10.5K - $11.5K
|
8.33K
$370K
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-104- 2.97% |
$10.5K - $11.5K
|
3.4K
$151K
|
|
|
May 16, 2022
Q1 2022
|
Unio Capital LLC
|
SELL
|
- |
-105- 2.39% |
$10.6K - $11.6K
|
4.28K
$190K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-105- 1.21% |
$10.6K - $11.6K
|
8.59K
$381K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-105- 1.21% |
$10.6K - $11.6K
|
8.59K
$381K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-106- 3.57% |
$10.7K - $11.7K
|
2.87K
$127K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-108- 1.46% |
$10.9K - $12K
|
7.3K
$324K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-110- 3.53% |
$11.1K - $12.2K
|
3.01K
$133K
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-110- 2.0% |
$11.1K - $12.2K
|
5.4K
$240K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-112- 3.96% |
$11.3K - $12.4K
|
2.71K
$120K
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-113- 4.51% |
$11.4K - $12.5K
|
2.39K
$106K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-113- 0.45% |
$11.4K - $12.5K
|
25K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-115- 4.02% |
$11.6K - $12.7K
|
2.74K
$122K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-119- 0.97% |
$12K - $13.2K
|
12.1K
$538K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-120- 1.61% |
$12.1K - $13.3K
|
7.35K
$326K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-120- 0.75% |
$12.1K - $13.3K
|
16K
$708K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-120- 3.06% |
$12.1K - $13.3K
|
3.8K
$169K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-120Closed |
$12.1K - $13.3K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-122- 1.01% |
$12.3K - $13.5K
|
11.9K
$528K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-123- 2.36% |
$12.4K - $13.6K
|
5.08K
$225K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-125- 0.47% |
$12.6K - $13.9K
|
26.8K
$1.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-128- 5.13% |
$12.9K - $14.2K
|
2.37K
$105K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-130- 0.4% |
$13.1K - $14.4K
|
32.5K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-134- 4.86% |
$13.5K - $14.9K
|
2.63K
$116K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
SELL
|
- |
-135- 2.02% |
$13.6K - $15K
|
6.55K
$290K
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-136- 1.21% |
$13.7K - $15.1K
|
11.1K
$491K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-136- 2.59% |
$13.7K - $15.1K
|
5.11K
$227K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-137- 2.12% |
$13.8K - $15.2K
|
6.32K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-137- 4.09% |
$13.8K - $15.2K
|
3.21K
$142K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-137- 1.03% |
$13.8K - $15.2K
|
13.2K
$586K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-138- 3.63% |
$13.9K - $15.3K
|
3.67K
$163K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-140- 0.59% |
$14.1K - $15.5K
|
23.7K
$1.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-140- 93.33% |
$14.1K - $15.5K
|
10
$444
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-141- 5.16% |
$14.2K - $15.6K
|
2.59K
$115K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-142- 4.4% |
$14.3K - $15.7K
|
3.08K
$137K
|
|
|
May 10, 2022
Q1 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-142- 1.3% |
$14.3K - $15.7K
|
10.7K
$477K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-144- 1.13% |
$14.5K - $16K
|
12.6K
$561K
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-148- 1.35% |
$14.9K - $16.4K
|
10.8K
$480K
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-150- 71.43% |
$15.1K - $16.6K
|
60
$2.66K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-150- 1.44% |
$15.1K - $16.6K
|
10.3K
$456K
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-150- 3.97% |
$15.1K - $16.6K
|
3.63K
$161K
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-151- 4.18% |
$15.2K - $16.7K
|
3.47K
$154K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-152- 3.95% |
$15.3K - $16.8K
|
3.7K
$164K
|
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-152- 0.26% |
$15.3K - $16.8K
|
57.5K
$2.55M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-153- 3.84% |
$15.4K - $17K
|
3.83K
$170K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-155- 12.84% |
$15.6K - $17.2K
|
1.05K
$46.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Albert D Mason Inc
|
SELL
|
- |
-158- 1.04% |
$15.9K - $17.5K
|
15K
$666K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-159- 0.55% |
$16K - $17.6K
|
29K
$1.28M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-159- 3.06% |
$16K - $17.6K
|
5.03K
$223K
|
|
|
Apr 21, 2022
Q1 2022
|
Maj Invest Holding A
|
SELL
|
- |
-160- 22.86% |
$16.1K - $17.7K
|
540
$24K
|