Purchases and Sales Made in Q3 2021 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
2.21K+ 1.95% |
$177K - $193K
|
115K
$5.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
2.21K+ 3.51% |
$177K - $193K
|
65.1K
$2.89M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
2.19K+ 1.33% |
$175K - $192K
|
167K
$7.42M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.17K+ 14.14% |
$173K - $190K
|
17.5K
$776K
|
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.14K+ 1.18% |
$171K - $187K
|
183K
$8.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.13K+ 36.65% |
$171K - $186K
|
7.95K
$352K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 8.83% |
$167K - $183K
|
25.8K
$1.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.09KNew |
$167K - $183K
|
2.09K
$92.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.04K+ 60.83% |
$163K - $178K
|
5.38K
$239K
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
2.03K+ 5.96% |
$163K - $178K
|
36.1K
$1.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.03K+ 14.57% |
$162K - $177K
|
15.9K
$707K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
2.02K+ 10.54% |
$162K - $177K
|
21.2K
$939K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2K+ 18.63% |
$160K - $175K
|
12.7K
$565K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
2K+ 2.94% |
$160K - $175K
|
69.8K
$3.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.99K+ 10.7% |
$159K - $174K
|
20.6K
$912K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.99K+ 18.7% |
$159K - $174K
|
12.6K
$560K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.97K+ 1081.32% |
$158K - $172K
|
2.15K
$95.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.95K+ 3.69% |
$156K - $170K
|
54.6K
$2.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.93K+ 44.26% |
$154K - $168K
|
6.28K
$278K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.91K+ 12.08% |
$152K - $167K
|
17.7K
$784K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$152K - $167K
|
1.9K
$84.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.9K+ 15.83% |
$152K - $166K
|
13.9K
$617K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.9K+ 183.91% |
$152K - $166K
|
2.93K
$130K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.89K+ 49.46% |
$151K - $165K
|
5.71K
$253K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.88K+ 15.59% |
$150K - $164K
|
13.9K
$618K
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.87K+ 5.59% |
$150K - $164K
|
35.3K
$1.57M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.86K+ 36.64% |
$149K - $163K
|
6.95K
$308K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.86K+ 13.55% |
$149K - $162K
|
15.6K
$690K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.85K+ 35.22% |
$148K - $162K
|
7.1K
$315K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.84K+ 16.79% |
$147K - $161K
|
12.8K
$568K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
1.82K+ 13.57% |
$146K - $160K
|
15.3K
$677K
|
|
|
Oct 26, 2021
Q3 2021
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.81K+ 1.16% |
$145K - $158K
|
158K
$7.03M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.81K+ 15.65% |
$145K - $158K
|
13.4K
$593K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.81K+ 13.18% |
$145K - $158K
|
15.5K
$688K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 34.49% |
$142K - $155K
|
6.91K
$307K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.77KNew |
$142K - $155K
|
1.77K
$78.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.75K+ 3.67% |
$140K - $153K
|
49.4K
$2.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 12.58% |
$140K - $153K
|
15.6K
$693K
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.74K+ 1.54% |
$140K - $153K
|
115K
$5.1M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.73K+ 0.51% |
$138K - $151K
|
341K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.7K+ 5.16% |
$136K - $149K
|
34.8K
$1.54M
|
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.7K+ 3.61% |
$136K - $148K
|
48.6K
$2.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 14.75% |
$135K - $148K
|
13.1K
$582K
|
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.68K+ 2.3% |
$134K - $147K
|
74.6K
$3.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 2.18% |
$133K - $146K
|
78.2K
$3.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.66K+ 3.85% |
$133K - $145K
|
44.7K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.64K+ 33.79% |
$131K - $144K
|
6.5K
$288K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.64K+ 15.12% |
$131K - $144K
|
12.5K
$554K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.64K+ 6.2% |
$131K - $143K
|
28K
$1.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.62K+ 14.8% |
$130K - $142K
|
12.5K
$557K
|