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 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-161- 3.24% |
$16.2K - $17.8K
|
4.81K
$213K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
SELL
|
- |
-161- 3.46% |
$16.2K - $17.8K
|
4.49K
$199K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-165- 1.68% |
$16.6K - $18.3K
|
9.67K
$429K
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-165- 1.09% |
$16.6K - $18.3K
|
15K
$667K
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-165- 1.46% |
$16.6K - $18.3K
|
11.2K
$496K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-170- 5.58% |
$17.1K - $18.8K
|
2.88K
$128K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-175- 1.21% |
$17.6K - $19.4K
|
14.3K
$633K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-179- 3.47% |
$18K - $19.8K
|
4.98K
$221K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-180- 0.7% |
$18.1K - $19.9K
|
25.5K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-181- 0.89% |
$18.2K - $20.1K
|
20.2K
$895K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-183- 5.67% |
$18.4K - $20.3K
|
3.05K
$135K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-183- 8.02% |
$18.4K - $20.3K
|
2.1K
$93.1K
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-184- 0.43% |
$18.5K - $20.4K
|
42.6K
$1.89M
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-185- 2.91% |
$18.6K - $20.5K
|
6.18K
$274K
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-185- 1.74% |
$18.6K - $20.5K
|
10.5K
$464K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-187- 2.25% |
$18.8K - $20.7K
|
8.14K
$361K
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-188- 8.3% |
$18.9K - $20.8K
|
2.08K
$92.1K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-188Closed |
$18.9K - $20.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-189- 1.66% |
$19K - $20.9K
|
11.2K
$495K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-191- 9.54% |
$19.2K - $21.2K
|
1.81K
$80.4K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-192- 1.59% |
$19.3K - $21.3K
|
11.9K
$526K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-199Closed |
$20.1K - $22.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-199- 5.07% |
$20.1K - $22.1K
|
3.73K
$165K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200- 1.34% |
$20.2K - $22.2K
|
14.7K
$652K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-200- 5.11% |
$20.2K - $22.2K
|
3.72K
$165K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.57% |
$20.2K - $22.2K
|
12.6K
$557K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 9.3% |
$20.2K - $22.2K
|
1.95K
$86.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-201- 1.7% |
$20.3K - $22.3K
|
11.6K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-202- 5.82% |
$20.4K - $22.4K
|
3.27K
$145K
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-205- 3.66% |
$20.7K - $22.7K
|
5.4K
$240K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-210- 0.96% |
$21.2K - $23.3K
|
21.6K
$958K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-212- 3.9% |
$21.4K - $23.5K
|
5.22K
$232K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-212- 0.27% |
$21.4K - $23.5K
|
76.9K
$3.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-214- 30.7% |
$21.6K - $23.7K
|
483
$21.4K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-218- 1.27% |
$22K - $24.2K
|
16.9K
$751K
|
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-218- 2.49% |
$22K - $24.2K
|
8.53K
$378K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-221- 0.37% |
$22.3K - $24.5K
|
59.8K
$2.65M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-229- 5.76% |
$23.1K - $25.4K
|
3.75K
$166K
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-231- 6.76% |
$23.3K - $25.6K
|
3.19K
$141K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-233- 0.45% |
$23.5K - $25.8K
|
51.9K
$2.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-235- 7.58% |
$23.7K - $26K
|
2.87K
$127K
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-235- 0.7% |
$23.7K - $26K
|
33.4K
$1.48M
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-236- 1.98% |
$23.8K - $26.2K
|
11.7K
$518K
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-237- 0.46% |
$23.9K - $26.3K
|
51.7K
$2.29M
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-237- 8.22% |
$23.9K - $26.3K
|
2.65K
$117K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-239- 0.29% |
$24.1K - $26.5K
|
82.5K
$3.66M
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-246- 0.26% |
$24.8K - $27.3K
|
95K
$4.22M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-248- 6.78% |
$25K - $27.5K
|
3.41K
$151K
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-250- 1.05% |
$25.2K - $27.7K
|
23.6K
$1.05M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-250- 0.78% |
$25.2K - $27.7K
|
31.6K
$1.4M
|