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
|
Stokes Family Office, LLC
|
BUY
|
- |
516+ 13.9% |
$47.7K - $54.9K
|
4.23K
$222K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
510+ 4.76% |
$47.2K - $54.3K
|
11.2K
$591K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
505+ 2.84% |
$46.7K - $53.7K
|
18.3K
$962K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
500+ 11.39% |
$46.3K - $53.2K
|
4.89K
$257K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
500New |
$46.3K - $53.2K
|
500
$26.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
498+ 3.59% |
$46.1K - $53K
|
14.4K
$756K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
496+ 6.9% |
$45.9K - $52.8K
|
7.68K
$404K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
493+ 0.35% |
$45.6K - $52.5K
|
143K
$7.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Dempze Nancy E
|
BUY
|
- |
490+ 3.0% |
$45.3K - $52.2K
|
16.8K
$886K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
490+ 63.64% |
$45.3K - $52.2K
|
1.26K
$66.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
489+ 0.56% |
$45.2K - $52K
|
88.5K
$4.66M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
481+ 6.15% |
$44.5K - $51.2K
|
8.31K
$437K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
473+ 7.7% |
$43.8K - $50.3K
|
6.62K
$348K
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
BUY
|
- |
465+ 0.29% |
$43K - $49.5K
|
159K
$8.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
462+ 0.87% |
$42.7K - $49.2K
|
53.6K
$2.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
459+ 3.27% |
$42.5K - $48.9K
|
14.5K
$762K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
458+ 2.33% |
$42.4K - $48.7K
|
20.1K
$1.06M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
455+ 0.27% |
$42.1K - $48.4K
|
170K
$8.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
455+ 2.96% |
$42.1K - $48.4K
|
15.8K
$833K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
443New |
$41K - $47.1K
|
443
$23.3K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
441+ 6.57% |
$40.8K - $46.9K
|
7.16K
$376K
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
439+ 1.68% |
$40.6K - $46.7K
|
26.6K
$1.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
437+ 12.79% |
$40.4K - $46.5K
|
3.86K
$203K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
436+ 4.74% |
$40.3K - $46.4K
|
9.63K
$507K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
435+ 12.53% |
$40.3K - $46.3K
|
3.91K
$206K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
435+ 0.55% |
$40.3K - $46.3K
|
80.2K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
434+ 1.17% |
$40.2K - $46.2K
|
37.5K
$1.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
433+ 0.94% |
$40.1K - $46.1K
|
46.4K
$2.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
431+ 6.95% |
$39.9K - $45.9K
|
6.63K
$349K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
430+ 22.2% |
$39.8K - $45.8K
|
2.37K
$125K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
427+ 3.04% |
$39.5K - $45.4K
|
14.5K
$761K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
425+ 2.29% |
$39.3K - $45.2K
|
18.9K
$997K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
425+ 4.94% |
$39.3K - $45.2K
|
9.03K
$475K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
422+ 0.39% |
$39K - $44.9K
|
109K
$5.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
421+ 27.62% |
$39K - $44.8K
|
1.95K
$102K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
418+ 0.9% |
$38.7K - $44.5K
|
47K
$2.47M
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
417+ 0.14% |
$38.6K - $44.4K
|
298K
$15.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
416+ 6.71% |
$38.5K - $44.3K
|
6.62K
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
410+ 0.82% |
$37.9K - $43.6K
|
50.7K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
405+ 3.77% |
$37.5K - $43.1K
|
11.1K
$586K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
405+ 10.95% |
$37.5K - $43.1K
|
4.1K
$216K
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
400+ 0.18% |
$37K - $42.6K
|
220K
$11.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
400+ 1.3% |
$37K - $42.6K
|
31.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
400+ 2.05% |
$37K - $42.6K
|
20K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
400+ 0.61% |
$37K - $42.6K
|
65.6K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
398+ 0.77% |
$36.8K - $42.4K
|
52.4K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
395New |
$36.5K - $42K
|
395
$20.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
395+ 14.68% |
$36.5K - $42K
|
3.09K
$162K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
388+ 16.36% |
$35.9K - $41.3K
|
2.76K
$145K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
385+ 11.62% |
$35.6K - $41K
|
3.7K
$195K
|