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 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
967+ 100.73% |
$89.5K - $103K
|
1.93K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
962+ 42.55% |
$89K - $102K
|
3.22K
$170K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
952+ 1.19% |
$88.1K - $101K
|
80.9K
$4.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
949+ 5.13% |
$87.8K - $101K
|
19.4K
$1.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
947+ 7.67% |
$87.6K - $101K
|
13.3K
$700K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
946+ 7.76% |
$87.5K - $101K
|
13.1K
$691K
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
943+ 11.25% |
$87.3K - $100K
|
9.33K
$491K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
939New |
$86.9K - $99.9K
|
939
$49.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
937+ 2.38% |
$86.7K - $99.7K
|
40.3K
$2.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
920+ 3.77% |
$85.1K - $97.9K
|
25.3K
$1.33M
|
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
920+ 1.29% |
$85.1K - $97.9K
|
72.2K
$3.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
916+ 1.23% |
$84.8K - $97.5K
|
75.6K
$3.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
908+ 3.49% |
$84K - $96.6K
|
26.9K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
894+ 6.59% |
$82.7K - $95.1K
|
14.5K
$761K
|
|
|
Mar 30, 2023
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
891+ 1.2% |
$82.4K - $94.8K
|
75K
$3.95M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
880+ 2.28% |
$81.4K - $93.7K
|
39.5K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
878+ 1.04% |
$81.2K - $93.4K
|
85K
$4.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
867+ 1.29% |
$80.2K - $92.3K
|
68.1K
$3.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
860+ 7.16% |
$79.6K - $91.5K
|
12.9K
$677K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
853+ 6.23% |
$78.9K - $90.8K
|
14.6K
$766K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
852+ 2.58% |
$78.8K - $90.7K
|
33.9K
$1.78M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
848+ 0.63% |
$78.5K - $90.3K
|
135K
$7.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
848+ 1.63% |
$78.5K - $90.3K
|
52.8K
$2.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
846+ 1.69% |
$78.3K - $90K
|
50.9K
$2.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
844+ 1.89% |
$78.1K - $89.8K
|
45.6K
$2.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
834+ 0.69% |
$77.2K - $88.8K
|
122K
$6.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
825+ 16.01% |
$76.3K - $87.8K
|
5.98K
$315K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
824+ 8.56% |
$76.2K - $87.7K
|
10.4K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
823+ 20.69% |
$76.2K - $87.6K
|
4.8K
$253K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
813+ 13.59% |
$75.2K - $86.5K
|
6.8K
$358K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
805+ 2.02% |
$74.5K - $85.7K
|
40.6K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
805+ 3.55% |
$74.5K - $85.7K
|
23.5K
$1.23M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
802+ 1.56% |
$74.2K - $85.4K
|
52.1K
$2.74M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
795+ 22.32% |
$73.6K - $84.6K
|
4.36K
$229K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
792+ 1.41% |
$73.3K - $84.3K
|
57K
$3M
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
791+ 1.97% |
$73.2K - $84.2K
|
41K
$2.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
790+ 4.85% |
$73.1K - $84.1K
|
17.1K
$899K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
781+ 2.21% |
$72.3K - $83.1K
|
36.2K
$1.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
780+ 14.27% |
$72.2K - $83K
|
6.25K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
775+ 5.55% |
$71.7K - $82.5K
|
14.7K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
775+ 0.12% |
$71.7K - $82.5K
|
636K
$33.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
759+ 11.61% |
$70.2K - $80.8K
|
7.3K
$384K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
758+ 4.84% |
$70.1K - $80.7K
|
16.4K
$864K
|
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
748+ 0.74% |
$69.2K - $79.6K
|
102K
$5.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
739+ 0.7% |
$68.4K - $78.7K
|
107K
$5.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
732+ 5.69% |
$67.7K - $77.9K
|
13.6K
$716K
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
727+ 1.82% |
$67.3K - $77.4K
|
40.6K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
726+ 1.24% |
$67.2K - $77.3K
|
59.4K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
725+ 0.88% |
$67.1K - $77.2K
|
82.7K
$4.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
723+ 27.99% |
$66.9K - $76.9K
|
3.31K
$174K
|