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 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-250- 5.13% |
$25.2K - $27.7K
|
4.63K
$205K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-253- 2.11% |
$25.5K - $28K
|
11.7K
$520K
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-253- 0.71% |
$25.5K - $28K
|
35.4K
$1.57M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-255- 1.71% |
$25.7K - $28.3K
|
14.7K
$651K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-255- 74.78% |
$25.7K - $28.3K
|
86
$3.81K
|
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-256- 10.39% |
$25.8K - $28.4K
|
2.21K
$97.9K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-258- 11.3% |
$26K - $28.6K
|
2.03K
$89.9K
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-263- 7.03% |
$26.5K - $29.1K
|
3.48K
$154K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-265- 3.92% |
$26.7K - $29.4K
|
6.5K
$288K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-266- 1.77% |
$26.8K - $29.5K
|
14.7K
$654K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-267- 17.96% |
$26.9K - $29.6K
|
1.22K
$54.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-270- 4.85% |
$27.2K - $29.9K
|
5.29K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-273- 1.73% |
$27.5K - $30.3K
|
15.5K
$688K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-275- 4.06% |
$27.7K - $30.5K
|
6.5K
$288K
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-275- 8.67% |
$27.7K - $30.5K
|
2.9K
$128K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-276- 4.06% |
$27.8K - $30.6K
|
6.52K
$289K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-277- 0.87% |
$27.9K - $30.7K
|
31.4K
$1.39M
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-278- 4.78% |
$28K - $30.8K
|
5.54K
$246K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-278- 2.86% |
$28K - $30.8K
|
9.44K
$419K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-285- 3.08% |
$28.7K - $31.6K
|
8.98K
$398K
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-286- 4.54% |
$28.8K - $31.7K
|
6.01K
$267K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-293- 2.17% |
$29.5K - $32.5K
|
13.2K
$586K
|
|
|
May 09, 2022
Q1 2022
|
Humankind Investments LLC
|
SELL
|
- |
-293- 4.94% |
$29.5K - $32.5K
|
5.63K
$250K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-298- 4.65% |
$30K - $33K
|
6.11K
$271K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-298- 17.01% |
$30K - $33K
|
1.45K
$64.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-299- 1.77% |
$30.1K - $33.1K
|
16.6K
$736K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-299- 4.94% |
$30.1K - $33.1K
|
5.76K
$255K
|
|
|
Apr 20, 2022
Q1 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-300- 1.07% |
$30.2K - $33.2K
|
27.7K
$1.23M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-303- 1.12% |
$30.5K - $33.6K
|
26.8K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
SELL
|
- |
-305- 1.45% |
$30.7K - $33.8K
|
20.8K
$922K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-313- 0.39% |
$31.5K - $34.7K
|
79.8K
$3.54M
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-315- 3.89% |
$31.7K - $34.9K
|
7.78K
$345K
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-322- 3.25% |
$32.4K - $35.7K
|
9.59K
$425K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-323- 8.04% |
$32.5K - $35.8K
|
3.69K
$164K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-328- 1.03% |
$33.1K - $36.4K
|
31.6K
$1.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-329- 3.71% |
$33.2K - $36.5K
|
8.54K
$379K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-331- 2.36% |
$33.4K - $36.7K
|
13.7K
$606K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-336- 5.92% |
$33.9K - $37.2K
|
5.34K
$237K
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-336- 12.06% |
$33.9K - $37.2K
|
2.45K
$109K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-340- 4.68% |
$34.3K - $37.7K
|
6.93K
$307K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-348- 3.13% |
$35.1K - $38.6K
|
10.8K
$478K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-355- 0.93% |
$35.8K - $39.3K
|
38K
$1.68M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-361- 0.26% |
$36.4K - $40K
|
141K
$6.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-361- 2.1% |
$36.4K - $40K
|
16.8K
$745K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-363- 33.77% |
$36.6K - $40.2K
|
712
$31.6K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-363- 11.0% |
$36.6K - $40.2K
|
2.94K
$130K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-366- 5.78% |
$36.9K - $40.6K
|
5.96K
$265K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-368- 10.06% |
$37.1K - $40.8K
|
3.29K
$146K
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-375- 6.74% |
$37.8K - $41.6K
|
5.19K
$230K
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-385- 1.98% |
$38.8K - $42.7K
|
19K
$845K
|