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
|
Leo Brokerage, LLC
|
BUY
|
- |
3.2K+ 56.75% |
$323K - $355K
|
8.84K
$392K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.2K+ 8.48% |
$322K - $354K
|
40.9K
$1.81M
|
|
|
May 11, 2022
Q1 2022
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
3.18K+ 4.95% |
$320K - $352K
|
67.4K
$2.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.17K+ 5.23% |
$319K - $351K
|
63.6K
$2.82M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.16KNew |
$318K - $350K
|
3.16K
$140K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.14K+ 22.1% |
$317K - $348K
|
17.4K
$770K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.14K+ 9.59% |
$316K - $348K
|
35.8K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.1K+ 97.11% |
$312K - $343K
|
6.28K
$279K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
3.09K+ 7.15% |
$311K - $343K
|
46.4K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.07KNew |
$309K - $340K
|
3.07K
$136K
|
|
|
Feb 14, 2023
Q1 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
3.05K+ 12.98% |
$308K - $338K
|
26.6K
$1.18M
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
3.05K+ 1.46% |
$307K - $338K
|
211K
$9.36M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.05KNew |
$307K - $337K
|
3.05K
$135K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.03K+ 2.37% |
$305K - $335K
|
131K
$5.81M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.02K+ 30.15% |
$305K - $335K
|
13.1K
$579K
|
|
|
Apr 29, 2022
Q1 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3K+ 16.76% |
$302K - $332K
|
20.9K
$927K
|
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.99KNew |
$301K - $331K
|
2.99K
$133K
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
BUY
|
- |
2.98K+ 7.49% |
$301K - $331K
|
42.8K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.96K+ 3.62% |
$298K - $328K
|
84.7K
$3.76M
|
|
|
May 16, 2022
Q1 2022
|
Towle & CO
Denver, CO |
BUY
|
- |
2.95KNew |
$297K - $327K
|
2.95K
$131K
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.9KNew |
$293K - $322K
|
2.9K
$129K
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.89KNew |
$291K - $320K
|
2.89K
$128K
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.89KNew |
$291K - $320K
|
2.89K
$128K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.86K+ 1.08% |
$288K - $317K
|
266K
$11.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.86K+ 5.26% |
$288K - $316K
|
57.1K
$2.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
2.85K+ 2.43% |
$288K - $316K
|
120K
$5.34M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.84KNew |
$286K - $314K
|
2.84K
$126K
|
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
BUY
|
- |
2.83K+ 47.99% |
$285K - $314K
|
8.74K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 3.41% |
$285K - $314K
|
85.9K
$3.81M
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 80.8% |
$284K - $312K
|
6.31K
$280K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.81K+ 21.9% |
$283K - $312K
|
15.6K
$694K
|
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
BUY
|
- |
2.81K+ 1.79% |
$283K - $311K
|
160K
$7.08M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.79K+ 20.58% |
$281K - $310K
|
16.4K
$726K
|
|
|
May 17, 2022
Q1 2022
|
Broderick Brian C
|
BUY
|
- |
2.77K+ 4.58% |
$279K - $307K
|
63.2K
$2.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
2.77K+ 53.74% |
$279K - $306K
|
7.91K
$351K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.75K+ 9.29% |
$277K - $304K
|
32.3K
$1.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
2.75K+ 3.54% |
$277K - $304K
|
80.4K
$3.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.74K+ 9.56% |
$276K - $304K
|
31.4K
$1.39M
|
|
|
May 16, 2022
Q1 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.74KNew |
$276K - $304K
|
2.74K
$122K
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.74KNew |
$276K - $303K
|
2.74K
$121K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.71K+ 1.86% |
$273K - $300K
|
148K
$6.57M
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
2.71K+ 23.2% |
$273K - $300K
|
14.4K
$638K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.7KNew |
$272K - $299K
|
2.7K
$120K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.7KNew |
$272K - $299K
|
2.7K
$120K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
2.68KNew |
$270K - $297K
|
2.68K
$119K
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$269K - $296K
|
2.67K
$118K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.66K+ 47.13% |
$268K - $295K
|
8.32K
$369K
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.65K+ 1.84% |
$267K - $294K
|
147K
$6.52M
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
2.65K+ 10.13% |
$267K - $293K
|
28.8K
$1.28M
|
|
|
May 11, 2022
Q1 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.63K+ 2.0% |
$265K - $291K
|
134K
$5.94M
|