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 20, 2021
Q3 2021
|
Edmp, Inc.
|
BUY
|
- |
255+ 0.48% |
$20.4K - $22.3K
|
52.9K
$2.35M
|
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
251+ 0.1% |
$20.1K - $22K
|
240K
$10.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
251+ 2.96% |
$20.1K - $22K
|
8.73K
$387K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
250+ 35.16% |
$20K - $21.9K
|
961
$42.6K
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
250+ 2.37% |
$20K - $21.9K
|
10.8K
$480K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
250+ 3.47% |
$20K - $21.9K
|
7.45K
$330K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
247+ 9.97% |
$19.8K - $21.6K
|
2.72K
$121K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
243New |
$19.5K - $21.3K
|
243
$10.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
241+ 3.81% |
$19.3K - $21.1K
|
6.56K
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
240+ 4.74% |
$19.2K - $21K
|
5.3K
$235K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
237+ 8.82% |
$19K - $20.7K
|
2.92K
$130K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
229+ 3.56% |
$18.3K - $20K
|
6.65K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
229+ 0.89% |
$18.3K - $20K
|
26K
$1.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
227+ 0.97% |
$18.2K - $19.9K
|
23.6K
$1.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
227+ 0.49% |
$18.2K - $19.9K
|
46.6K
$2.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
225+ 2.2% |
$18K - $19.7K
|
10.4K
$463K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
221+ 1.42% |
$17.7K - $19.3K
|
15.8K
$701K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
220+ 1.01% |
$17.6K - $19.2K
|
21.9K
$972K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
215+ 1.39% |
$17.2K - $18.8K
|
15.7K
$695K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
213+ 0.59% |
$17.1K - $18.6K
|
36.2K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
213+ 5.0% |
$17.1K - $18.6K
|
4.47K
$198K
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
207+ 0.65% |
$16.6K - $18.1K
|
32.2K
$1.43M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
206+ 7.91% |
$16.5K - $18K
|
2.81K
$125K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
205+ 0.77% |
$16.4K - $17.9K
|
26.7K
$1.19M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
203+ 36.91% |
$16.3K - $17.8K
|
753
$33.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
203+ 1.47% |
$16.3K - $17.8K
|
14K
$622K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
203+ 46.67% |
$16.3K - $17.8K
|
638
$28.3K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
200+ 2.14% |
$16K - $17.5K
|
9.55K
$423K
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
200+ 7.09% |
$16K - $17.5K
|
3.02K
$134K
|
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
200+ 3.48% |
$16K - $17.5K
|
5.95K
$264K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
199+ 2.39% |
$15.9K - $17.4K
|
8.52K
$378K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
195+ 1.33% |
$15.6K - $17.1K
|
14.9K
$661K
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
195+ 7.4% |
$15.6K - $17.1K
|
2.83K
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
195+ 5.61% |
$15.6K - $17.1K
|
3.67K
$163K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
193+ 6.97% |
$15.4K - $16.9K
|
2.96K
$131K
|
|
|
Nov 15, 2021
Q3 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
192+ 1.92% |
$15.4K - $16.8K
|
10.2K
$452K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
191+ 12.81% |
$15.3K - $16.7K
|
1.68K
$74.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
190+ 6.27% |
$15.2K - $16.6K
|
3.22K
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
189+ 0.88% |
$15.1K - $16.5K
|
21.8K
$965K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
186+ 1.72% |
$14.9K - $16.3K
|
11K
$489K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
185+ 5.96% |
$14.8K - $16.2K
|
3.29K
$146K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
184+ 2.64% |
$14.7K - $16.1K
|
7.15K
$317K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
183+ 1.84% |
$14.6K - $16K
|
10.1K
$448K
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
180+ 0.7% |
$14.4K - $15.7K
|
26K
$1.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
179+ 0.42% |
$14.3K - $15.7K
|
43.1K
$1.91M
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
BUY
|
- |
179+ 1.81% |
$14.3K - $15.7K
|
10.1K
$447K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
178+ 6.31% |
$14.2K - $15.6K
|
3K
$133K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
176+ 4.3% |
$14.1K - $15.4K
|
4.27K
$189K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
176+ 0.56% |
$14.1K - $15.4K
|
31.4K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
175+ 0.38% |
$14K - $15.3K
|
46.4K
$2.06M
|