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 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.24K+ 4.22% |
$99.4K - $109K
|
30.7K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.24KNew |
$99.1K - $108K
|
1.24K
$54.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.24K+ 2.58% |
$99K - $108K
|
49.2K
$2.18M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
1.21K+ 7.52% |
$97.1K - $106K
|
17.4K
$770K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 5.96% |
$96.9K - $106K
|
21.5K
$956K
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.21K+ 19.45% |
$96.9K - $106K
|
7.43K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
BUY
|
- |
1.21K+ 1.38% |
$96.9K - $106K
|
88.9K
$3.94M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
1.21K+ 4.33% |
$96.6K - $106K
|
29.1K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.2K+ 11.76% |
$96.2K - $105K
|
11.4K
$507K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.19K+ 2.16% |
$95.6K - $104K
|
56.4K
$2.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.18K+ 0.43% |
$94.1K - $103K
|
277K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.16K+ 15.26% |
$93.1K - $102K
|
8.78K
$390K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.16K+ 5.03% |
$92.6K - $101K
|
24.1K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.15K+ 7.35% |
$92.1K - $101K
|
16.8K
$745K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.14K+ 10.78% |
$91.4K - $99.9K
|
11.7K
$521K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.12K+ 0.97% |
$89.8K - $98.1K
|
117K
$5.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
1.12K+ 3.15% |
$89.8K - $98.1K
|
36.7K
$1.63M
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.12K+ 14.63% |
$89.7K - $98.1K
|
8.78K
$390K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.11KNew |
$88.6K - $96.8K
|
1.11K
$49.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
BUY
|
- |
1.1K+ 1.79% |
$88.4K - $96.6K
|
62.7K
$2.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.1K+ 3.23% |
$88.3K - $96.5K
|
35.3K
$1.57M
|
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.09K+ 1.01% |
$87.5K - $95.6K
|
109K
$4.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.08K+ 9.71% |
$86.5K - $94.6K
|
12.2K
$542K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.08K+ 7.12% |
$86.5K - $94.5K
|
16.3K
$721K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.08K+ 3.75% |
$86.4K - $94.4K
|
29.8K
$1.32M
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.08K+ 1.71% |
$86.2K - $94.2K
|
63.9K
$2.84M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 3.25% |
$86.1K - $94K
|
34.2K
$1.52M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.07K+ 10.52% |
$85.5K - $93.4K
|
11.2K
$498K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.03K+ 0.89% |
$82.5K - $90.1K
|
117K
$5.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.02K+ 4.43% |
$81.7K - $89.3K
|
24K
$1.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.02K+ 27.5% |
$81.7K - $89.2K
|
4.73K
$210K
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.02K+ 84.23% |
$81.7K - $89.2K
|
2.23K
$99K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.12% |
$81.1K - $88.6K
|
25.6K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 3.35% |
$80.9K - $88.3K
|
31.2K
$1.38M
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
1.01K+ 1.29% |
$80.7K - $88.2K
|
79.4K
$3.52M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 27.71% |
$80.5K - $88K
|
4.64K
$206K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1K+ 29.18% |
$80.1K - $87.5K
|
4.43K
$196K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1K+ 42.55% |
$80.1K - $87.5K
|
3.35K
$149K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
994+ 2.03% |
$79.6K - $86.9K
|
50K
$2.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
989+ 7.8% |
$79.2K - $86.5K
|
13.7K
$606K
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
985+ 1.73% |
$78.8K - $86.2K
|
58K
$2.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
985+ 246.25% |
$78.8K - $86.2K
|
1.39K
$61.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
979+ 1.33% |
$78.4K - $85.6K
|
74.8K
$3.32M
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
977+ 3.9% |
$78.2K - $85.5K
|
26K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
976+ 1.67% |
$78.1K - $85.4K
|
59.3K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
975New |
$78K - $85.3K
|
975
$43.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
971+ 5.83% |
$77.7K - $84.9K
|
17.6K
$782K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
959+ 1.74% |
$76.8K - $83.9K
|
56K
$2.48M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
957+ 11.76% |
$76.6K - $83.7K
|
9.1K
$403K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
955+ 6.99% |
$76.4K - $83.5K
|
14.6K
$648K
|