Purchases and Sales Made in Q3 2022 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 2022. 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 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
1.3K+ 22.29% |
$120K - $138K
|
7.13K
$375K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 6.21% |
$119K - $137K
|
22K
$1.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.27K+ 2.45% |
$117K - $135K
|
53K
$2.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 58.05% |
$117K - $135K
|
3.44K
$181K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 10.13% |
$115K - $132K
|
13.5K
$710K
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.23K+ 45.48% |
$114K - $131K
|
3.93K
$207K
|
|
|
Oct 19, 2022
Q3 2022
|
Goodwin Daniel L
|
BUY
|
- |
1.22K+ 21.92% |
$113K - $130K
|
6.79K
$357K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
1.21K+ 16.76% |
$112K - $129K
|
8.43K
$443K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.2K+ 125.18% |
$111K - $128K
|
2.16K
$113K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.2K+ 6.8% |
$111K - $127K
|
18.8K
$989K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.18K+ 5.25% |
$109K - $126K
|
23.7K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.17K+ 40.99% |
$109K - $125K
|
4.04K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.17K+ 2.93% |
$109K - $125K
|
41.2K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 4.08% |
$108K - $124K
|
29.7K
$1.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.16K+ 10.39% |
$107K - $123K
|
12.3K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
1.15K+ 10.95% |
$107K - $123K
|
11.7K
$615K
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.15K+ 1.65% |
$107K - $123K
|
70.9K
$3.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.15K+ 0.82% |
$107K - $123K
|
141K
$7.44M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.15K+ 2.5% |
$106K - $122K
|
47.2K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.14K+ 29.86% |
$106K - $122K
|
4.97K
$262K
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
1.14K+ 4.61% |
$106K - $122K
|
25.9K
$1.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.13K+ 13.4% |
$104K - $120K
|
9.52K
$501K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.12K+ 2.87% |
$104K - $119K
|
40.2K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.12K+ 8.03% |
$103K - $119K
|
15K
$790K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.11K+ 1.31% |
$102K - $118K
|
85.6K
$4.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.1K+ 0.47% |
$102K - $117K
|
235K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.1K+ 0.58% |
$102K - $117K
|
192K
$10.1M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.1K+ 14.81% |
$102K - $117K
|
8.51K
$448K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.1K+ 7.18% |
$101K - $117K
|
16.4K
$860K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
1.09K+ 2.03% |
$101K - $116K
|
54.6K
$2.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
1.08K+ 0.99% |
$99.7K - $115K
|
110K
$5.79M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.05K+ 29.86% |
$97.5K - $112K
|
4.58K
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.05K+ 6.09% |
$97.3K - $112K
|
18.3K
$964K
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.04K+ 1.13% |
$96.2K - $111K
|
93K
$4.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.64% |
$95.8K - $110K
|
64.2K
$3.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.04K+ 4.83% |
$95.8K - $110K
|
22.5K
$1.18M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.03K+ 4.78% |
$95.5K - $110K
|
22.6K
$1.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.03K+ 5.83% |
$95.5K - $110K
|
18.7K
$986K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.03K+ 3.87% |
$95.5K - $110K
|
27.7K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.03K+ 7.51% |
$95.3K - $110K
|
14.7K
$775K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.02K+ 1.35% |
$94.4K - $109K
|
76.7K
$4.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 40.49% |
$92.6K - $107K
|
3.47K
$183K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1K+ 1.2% |
$92.5K - $106K
|
84K
$4.42M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
987+ 0.97% |
$91.3K - $105K
|
103K
$5.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
985+ 22.65% |
$91.1K - $105K
|
5.33K
$281K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
984+ 23.46% |
$91K - $105K
|
5.18K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
983+ 6.06% |
$91K - $105K
|
17.2K
$905K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
979+ 33.55% |
$90.6K - $104K
|
3.9K
$205K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
978+ 14.84% |
$90.5K - $104K
|
7.57K
$398K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
977+ 3.25% |
$90.4K - $104K
|
31.1K
$1.64M
|