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 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
495+ 3.71% |
$39.6K - $43.3K
|
13.9K
$614K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
482+ 0.23% |
$38.6K - $42.2K
|
208K
$9.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Dempze Nancy E
|
BUY
|
- |
480+ 2.78% |
$38.4K - $42K
|
17.7K
$787K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
480+ 1.39% |
$38.4K - $42K
|
35.1K
$1.56M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
476+ 9.09% |
$38.1K - $41.6K
|
5.71K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
475+ 14.6% |
$38K - $41.5K
|
3.73K
$165K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
475+ 8.45% |
$38K - $41.5K
|
6.1K
$271K
|
|
|
Nov 03, 2021
Q3 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
471+ 11.01% |
$37.7K - $41.2K
|
4.75K
$211K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
469+ 1.79% |
$37.5K - $41K
|
26.7K
$1.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
468+ 4.15% |
$37.5K - $40.9K
|
11.7K
$521K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
466+ 4.4% |
$37.3K - $40.8K
|
11.1K
$490K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
463+ 16.71% |
$37.1K - $40.5K
|
3.23K
$143K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
454+ 12.22% |
$36.3K - $39.7K
|
4.17K
$185K
|
|
|
Oct 18, 2021
Q3 2021
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
454+ 2.17% |
$36.3K - $39.7K
|
21.3K
$947K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
453+ 3.55% |
$36.3K - $39.6K
|
13.2K
$587K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
450+ 7.16% |
$36K - $39.4K
|
6.73K
$299K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
450+ 0.74% |
$36K - $39.4K
|
61.5K
$2.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
450New |
$36K - $39.4K
|
450
$20K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
447+ 1.53% |
$35.8K - $39.1K
|
29.6K
$1.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
443+ 1.73% |
$35.5K - $38.7K
|
26.1K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
441+ 13.56% |
$35.3K - $38.6K
|
3.69K
$164K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
434+ 2.0% |
$34.7K - $38K
|
22.1K
$982K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
433New |
$34.7K - $37.9K
|
433
$19.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
432+ 27.1% |
$34.6K - $37.8K
|
2.03K
$89.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
424+ 0.16% |
$33.9K - $37.1K
|
264K
$11.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
420+ 3.28% |
$33.6K - $36.7K
|
13.2K
$586K
|
|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
418+ 11.92% |
$33.5K - $36.6K
|
3.92K
$174K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
413+ 0.25% |
$33.1K - $36.1K
|
165K
$7.34M
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
411+ 1.45% |
$32.9K - $36K
|
28.8K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
409+ 14.33% |
$32.7K - $35.8K
|
3.26K
$145K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
401+ 4.07% |
$32.1K - $35.1K
|
10.2K
$455K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 30.03% |
$32K - $35K
|
1.73K
$76.8K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
398+ 0.59% |
$31.9K - $34.8K
|
68.3K
$3.03M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
397+ 1.06% |
$31.8K - $34.7K
|
37.9K
$1.68M
|
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
397+ 3.93% |
$31.8K - $34.7K
|
10.5K
$466K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
397+ 2.55% |
$31.8K - $34.7K
|
16K
$709K
|
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
BUY
|
- |
387+ 0.87% |
$31K - $33.9K
|
44.8K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
387+ 0.61% |
$31K - $33.9K
|
64.2K
$2.85M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
383+ 1.14% |
$30.7K - $33.5K
|
34.1K
$1.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
383+ 0.31% |
$30.7K - $33.5K
|
123K
$5.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
377+ 5.04% |
$30.2K - $33K
|
7.85K
$348K
|
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
365+ 46.5% |
$29.2K - $31.9K
|
1.15K
$51K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
364+ 2.31% |
$29.1K - $31.8K
|
16.1K
$714K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
363+ 3.76% |
$29.1K - $31.8K
|
10K
$445K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
362+ 4.54% |
$29K - $31.7K
|
8.33K
$370K
|
|
|
Nov 01, 2021
Q3 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
362+ 0.4% |
$29K - $31.7K
|
91.9K
$4.08M
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
350+ 1.99% |
$28K - $30.6K
|
17.9K
$796K
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
350+ 3.37% |
$28K - $30.6K
|
10.7K
$477K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
347+ 1.0% |
$27.8K - $30.4K
|
34.9K
$1.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
343+ 12.78% |
$27.5K - $30K
|
3.03K
$134K
|