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
|
Essex Savings Bank
|
BUY
|
- |
174+ 0.87% |
$13.9K - $15.2K
|
20.2K
$896K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
172+ 0.36% |
$13.8K - $15K
|
48.1K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
170+ 16.97% |
$13.6K - $14.9K
|
1.17K
$52K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
170+ 3.57% |
$13.6K - $14.9K
|
4.93K
$219K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
170+ 4.53% |
$13.6K - $14.9K
|
3.93K
$174K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
165+ 2.25% |
$13.2K - $14.4K
|
7.51K
$333K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
165+ 24.09% |
$13.2K - $14.4K
|
850
$37.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
164+ 0.18% |
$13.1K - $14.3K
|
92.5K
$4.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
164+ 1.31% |
$13.1K - $14.3K
|
12.7K
$564K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
159+ 0.28% |
$12.7K - $13.9K
|
56.2K
$2.49M
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
158+ 1.43% |
$12.6K - $13.8K
|
11.2K
$497K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
156+ 3.59% |
$12.5K - $13.6K
|
4.5K
$199K
|
|
|
Oct 13, 2021
Q3 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
154+ 0.32% |
$12.3K - $13.5K
|
48.4K
$2.15M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
154+ 0.65% |
$12.3K - $13.5K
|
23.8K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
153+ 1.03% |
$12.2K - $13.4K
|
15K
$667K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
151+ 2.4% |
$12.1K - $13.2K
|
6.44K
$286K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
150+ 4.1% |
$12K - $13.1K
|
3.81K
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
150+ 0.66% |
$12K - $13.1K
|
22.9K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
148+ 0.32% |
$11.8K - $12.9K
|
46.7K
$2.07M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
147+ 0.45% |
$11.8K - $12.9K
|
32.6K
$1.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
BUY
|
- |
145+ 2.43% |
$11.6K - $12.7K
|
6.12K
$271K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
144+ 0.47% |
$11.5K - $12.6K
|
30.8K
$1.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
141+ 0.23% |
$11.3K - $12.3K
|
62.2K
$2.76M
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
140+ 1.66% |
$11.2K - $12.2K
|
8.57K
$380K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
138+ 6.64% |
$11K - $12.1K
|
2.22K
$98.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
138+ 1.27% |
$11K - $12.1K
|
11K
$487K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
136+ 1.17% |
$10.9K - $11.9K
|
11.8K
$521K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
135+ 3.33% |
$10.8K - $11.8K
|
4.19K
$186K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
132+ 1.28% |
$10.6K - $11.5K
|
10.4K
$463K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
130+ 0.72% |
$10.4K - $11.4K
|
18.3K
$811K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
128+ 4.48% |
$10.2K - $11.2K
|
2.98K
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
127+ 10.06% |
$10.2K - $11.1K
|
1.39K
$61.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
125+ 17.61% |
$10K - $10.9K
|
835
$37K
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
124+ 2.29% |
$9.93K - $10.8K
|
5.54K
$246K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
122+ 1.03% |
$9.77K - $10.7K
|
11.9K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
122+ 0.6% |
$9.77K - $10.7K
|
20.4K
$907K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
122+ 1.89% |
$9.77K - $10.7K
|
6.59K
$292K
|
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
120+ 0.93% |
$9.61K - $10.5K
|
13K
$577K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
118+ 0.4% |
$9.45K - $10.3K
|
29.8K
$1.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
117+ 1.83% |
$9.37K - $10.2K
|
6.52K
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
117New |
$9.37K - $10.2K
|
117
$5.19K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
115+ 2.26% |
$9.21K - $10.1K
|
5.19K
$230K
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
114+ 0.61% |
$9.13K - $9.97K
|
18.9K
$837K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
110+ 1.67% |
$8.81K - $9.62K
|
6.7K
$297K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
108+ 2.1% |
$8.65K - $9.45K
|
5.26K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
107+ 1.84% |
$8.57K - $9.36K
|
5.94K
$263K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
107+ 1.84% |
$8.57K - $9.36K
|
5.94K
$263K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
106+ 2.38% |
$8.49K - $9.27K
|
4.55K
$202K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
106+ 1.06% |
$8.49K - $9.27K
|
10.1K
$448K
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
106+ 0.25% |
$8.49K - $9.27K
|
43.4K
$1.92M
|