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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
341+ 2.75% |
$27.3K - $29.8K
|
12.8K
$566K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
337+ 19.2% |
$27K - $29.5K
|
2.09K
$92.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
335+ 2.75% |
$26.8K - $29.3K
|
12.5K
$555K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
331+ 0.26% |
$26.5K - $29K
|
128K
$5.66M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
330+ 0.53% |
$26.4K - $28.9K
|
62K
$2.75M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
329+ 11.98% |
$26.3K - $28.8K
|
3.08K
$136K
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
329+ 0.46% |
$26.3K - $28.8K
|
72.2K
$3.2M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
327+ 8.21% |
$26.2K - $28.6K
|
4.31K
$191K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
327+ 4.29% |
$26.2K - $28.6K
|
7.95K
$353K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
327+ 0.83% |
$26.2K - $28.6K
|
39.5K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
324+ 8.1% |
$25.9K - $28.3K
|
4.32K
$192K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
324+ 0.41% |
$25.9K - $28.3K
|
78.5K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
321+ 8.98% |
$25.7K - $28.1K
|
3.9K
$173K
|
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
320+ 1.6% |
$25.6K - $28K
|
20.3K
$902K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
318+ 1.62% |
$25.5K - $27.8K
|
19.9K
$884K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
317+ 12.83% |
$25.4K - $27.7K
|
2.79K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
314+ 2.68% |
$25.1K - $27.5K
|
12K
$534K
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
312+ 4.17% |
$25K - $27.3K
|
7.8K
$346K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
312+ 11.31% |
$25K - $27.3K
|
3.07K
$136K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
311+ 5.73% |
$24.9K - $27.2K
|
5.74K
$255K
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
309+ 0.99% |
$24.7K - $27K
|
31.4K
$1.39M
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
309+ 0.59% |
$24.7K - $27K
|
52.3K
$2.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
309New |
$24.7K - $27K
|
309
$13.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
306+ 0.96% |
$24.5K - $26.8K
|
32.2K
$1.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
301+ 0.44% |
$24.1K - $26.3K
|
69.2K
$3.07M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
301+ 4.02% |
$24.1K - $26.3K
|
7.79K
$346K
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
300+ 8.84% |
$24K - $26.2K
|
3.69K
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
300+ 4.48% |
$24K - $26.2K
|
7K
$311K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
298+ 20.41% |
$23.9K - $26.1K
|
1.76K
$78K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
296+ 1.35% |
$23.7K - $25.9K
|
22.2K
$984K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
294+ 1.55% |
$23.5K - $25.7K
|
19.2K
$852K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
292+ 3.22% |
$23.4K - $25.5K
|
9.37K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 2.5% |
$23.3K - $25.5K
|
11.9K
$528K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
291+ 1.46% |
$23.3K - $25.5K
|
20.3K
$898K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
290+ 6.32% |
$23.2K - $25.4K
|
4.88K
$216K
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
288+ 2.78% |
$23.1K - $25.2K
|
10.7K
$473K
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
283+ 3.55% |
$22.7K - $24.8K
|
8.24K
$366K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
283+ 2.38% |
$22.7K - $24.8K
|
12.2K
$540K
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
279+ 0.38% |
$22.3K - $24.4K
|
73.9K
$3.28M
|
|
|
Jul 28, 2022
Q3 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
275+ 5.47% |
$22K - $24.1K
|
5.3K
$235K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
274+ 1.0% |
$21.9K - $24K
|
27.6K
$1.22M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
273+ 11.33% |
$21.9K - $23.9K
|
2.68K
$119K
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
272+ 0.25% |
$21.8K - $23.8K
|
108K
$4.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
270+ 5.1% |
$21.6K - $23.6K
|
5.56K
$247K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
269+ 2.08% |
$21.5K - $23.5K
|
13.2K
$586K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
264+ 8.54% |
$21.1K - $23.1K
|
3.35K
$149K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
264+ 1.13% |
$21.1K - $23.1K
|
23.6K
$1.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
263+ 25.51% |
$21.1K - $23K
|
1.29K
$57.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
263+ 2.78% |
$21.1K - $23K
|
9.74K
$432K
|
|
|
Nov 12, 2021
Q3 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
260+ 0.16% |
$20.8K - $22.7K
|
167K
$7.4M
|