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 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
43+ 0.52% |
$3.44K - $3.76K
|
8.36K
$371K
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
42+ 1.24% |
$3.36K - $3.67K
|
3.44K
$153K
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
41+ 0.07% |
$3.28K - $3.59K
|
60.4K
$2.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
39+ 2.4% |
$3.12K - $3.41K
|
1.66K
$73.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
38+ 0.3% |
$3.04K - $3.32K
|
12.9K
$573K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
38+ 0.63% |
$3.04K - $3.32K
|
6.03K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
38+ 0.6% |
$3.04K - $3.32K
|
6.35K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
38+ 0.36% |
$3.04K - $3.32K
|
10.6K
$471K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
37+ 1.75% |
$2.96K - $3.24K
|
2.16K
$95.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37+ 33.04% |
$2.96K - $3.24K
|
149
$6.61K
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
36+ 0.7% |
$2.88K - $3.15K
|
5.17K
$229K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36+ 0.31% |
$2.88K - $3.15K
|
11.7K
$518K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
35+ 3.41% |
$2.8K - $3.06K
|
1.06K
$47K
|
|
|
Nov 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
33+ 0.03% |
$2.64K - $2.89K
|
120K
$5.32M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
29+ 1.09% |
$2.32K - $2.54K
|
2.68K
$119K
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
29+ 0.06% |
$2.32K - $2.54K
|
50.4K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
28+ 0.2% |
$2.24K - $2.45K
|
14.2K
$628K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27+ 0.82% |
$2.16K - $2.36K
|
3.32K
$147K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.14% |
$2.08K - $2.27K
|
18.6K
$826K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
26+ 0.1% |
$2.08K - $2.27K
|
25.2K
$1.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
25+ 0.29% |
$2K - $2.19K
|
8.62K
$382K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25New |
$2K - $2.19K
|
25
$1.11K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
23+ 0.59% |
$1.84K - $2.01K
|
3.92K
$174K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
22+ 0.16% |
$1.76K - $1.92K
|
14.1K
$628K
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
20+ 0.19% |
$1.6K - $1.75K
|
10.4K
$462K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 0.24% |
$1.6K - $1.75K
|
8.43K
$374K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
19+ 0.13% |
$1.52K - $1.66K
|
14.9K
$662K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17New |
$1.36K - $1.49K
|
17
$754
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
15+ 0.11% |
$1.2K - $1.31K
|
13.6K
$602K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
15+ 0.21% |
$1.2K - $1.31K
|
7.01K
$311K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.61% |
$1.2K - $1.31K
|
2.47K
$109K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
15+ 0.49% |
$1.2K - $1.31K
|
3.09K
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
15+ 0.35% |
$1.2K - $1.31K
|
4.26K
$189K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.36% |
$1.12K - $1.22K
|
3.94K
$175K
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
14+ 0.01% |
$1.12K - $1.22K
|
98.2K
$4.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
13+ 1.19% |
$1.04K - $1.14K
|
1.11K
$49.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
13+ 0.41% |
$1.04K - $1.14K
|
3.19K
$142K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
13+ 0.11% |
$1.04K - $1.14K
|
11.8K
$522K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 0.34% |
$1.04K - $1.14K
|
3.88K
$172K
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
12+ 0.13% |
$961 - $1.05K
|
8.96K
$397K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 0.31% |
$881 - $962
|
3.57K
$158K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.44% |
$881 - $962
|
2.53K
$112K
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
10+ 0.24% |
$801 - $875
|
4.16K
$184K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.79% |
$801 - $875
|
1.27K
$56.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
9+ 0.01% |
$720 - $787
|
80.2K
$3.56M
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
8+ 0.03% |
$640 - $700
|
29.2K
$1.29M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$640 - $700
|
3.81K
$169K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.86% |
$640 - $700
|
935
$41.5K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.19% |
$640 - $700
|
4.17K
$185K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.49% |
$560 - $612
|
1.44K
$63.9K
|