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 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
722+ 10.9% |
$66.8K - $76.8K
|
7.35K
$417K
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
722+ 5.27% |
$66.8K - $76.8K
|
14.4K
$819K
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
720+ 3.81% |
$66.6K - $76.6K
|
19.6K
$1.12M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
712+ 1.13% |
$65.9K - $75.8K
|
63.9K
$3.63M
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
703+ 0.6% |
$65K - $74.8K
|
118K
$6.69M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
692+ 10.97% |
$64K - $73.6K
|
7K
$398K
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
690+ 4.3% |
$63.8K - $73.4K
|
16.7K
$950K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
687+ 7.57% |
$63.6K - $73.1K
|
9.76K
$555K
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
680+ 2.36% |
$62.9K - $72.4K
|
29.5K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
669+ 10.74% |
$61.9K - $71.2K
|
6.9K
$392K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
666+ 17.08% |
$61.6K - $70.9K
|
4.57K
$259K
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
666+ 9.56% |
$61.6K - $70.9K
|
7.63K
$434K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
658+ 12.23% |
$60.9K - $70K
|
6.04K
$343K
|
|
Oct 11, 2022
Q3 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
649+ 1.09% |
$60.1K - $69.1K
|
60.1K
$3.42M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
633+ 23.2% |
$58.6K - $67.4K
|
3.36K
$191K
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
631+ 92.12% |
$58.4K - $67.2K
|
1.32K
$74.8K
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
626+ 19.62% |
$57.9K - $66.6K
|
3.82K
$217K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
626+ 11.01% |
$57.9K - $66.6K
|
6.31K
$359K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
622+ 4.23% |
$57.6K - $66.2K
|
15.3K
$870K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
619+ 17.36% |
$57.3K - $65.9K
|
4.18K
$238K
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
616+ 3.23% |
$57K - $65.6K
|
19.7K
$1.12M
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
612+ 9.85% |
$56.6K - $65.1K
|
6.82K
$388K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
611+ 5.08% |
$56.5K - $65K
|
12.7K
$719K
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
606+ 10.87% |
$56.1K - $64.5K
|
6.18K
$351K
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
606+ 5.65% |
$56.1K - $64.5K
|
11.3K
$644K
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
605New |
$56K - $64.4K
|
605
$34.4K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
601+ 3.22% |
$55.6K - $64K
|
19.3K
$1.1M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
590+ 13.59% |
$54.6K - $62.8K
|
4.93K
$280K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
586+ 21.05% |
$54.2K - $62.4K
|
3.37K
$191K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
586+ 13.31% |
$54.2K - $62.4K
|
4.99K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
583+ 3.85% |
$53.9K - $62K
|
15.7K
$894K
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
581+ 0.44% |
$53.8K - $61.8K
|
133K
$7.57M
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
580+ 0.26% |
$53.7K - $61.7K
|
227K
$12.9M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
576+ 18.9% |
$53.3K - $61.3K
|
3.62K
$206K
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
575+ 1.87% |
$53.2K - $61.2K
|
31.3K
$1.78M
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
573+ 2.87% |
$53K - $61K
|
20.5K
$1.17M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
571+ 2.76% |
$52.8K - $60.8K
|
21.2K
$1.21M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
568+ 2.01% |
$52.6K - $60.5K
|
28.9K
$1.64M
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
564+ 1.26% |
$52.2K - $60K
|
45.2K
$2.57M
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
561+ 13.61% |
$51.9K - $59.7K
|
4.68K
$266K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
552+ 25.06% |
$51.1K - $58.7K
|
2.76K
$157K
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
552+ 1.55% |
$51.1K - $58.7K
|
36.1K
$2.05M
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
550+ 1.74% |
$50.9K - $58.5K
|
32.3K
$1.83M
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
549+ 1.28% |
$50.8K - $58.4K
|
43.5K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
546+ 5.07% |
$50.5K - $58.1K
|
11.3K
$643K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
541+ 3.45% |
$50.1K - $57.6K
|
16.2K
$922K
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
539+ 3.21% |
$49.9K - $57.4K
|
17.4K
$986K
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
538+ 14.23% |
$49.8K - $57.3K
|
4.32K
$245K
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
520+ 18.59% |
$48.1K - $55.3K
|
3.32K
$188K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
518+ 4.41% |
$47.9K - $55.1K
|
12.3K
$697K
|