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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
379+ 0.89% |
$35.1K - $40.3K
|
43K
$2.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
378+ 7.77% |
$35K - $40.2K
|
5.24K
$298K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
377+ 14.56% |
$34.9K - $40.1K
|
2.97K
$169K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
377+ 17.67% |
$34.9K - $40.1K
|
2.51K
$143K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
377+ 5.15% |
$34.9K - $40.1K
|
7.7K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
369+ 21.27% |
$34.1K - $39.3K
|
2.1K
$120K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
367+ 1.97% |
$34K - $39.1K
|
19K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
360+ 2.06% |
$33.3K - $38.3K
|
17.8K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
358+ 3.27% |
$33.1K - $38.1K
|
11.3K
$643K
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
357+ 10.0% |
$33K - $38K
|
3.93K
$223K
|
|
|
Oct 03, 2022
Q3 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
355+ 0.07% |
$32.8K - $37.8K
|
499K
$28.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
352+ 12.76% |
$32.6K - $37.5K
|
3.11K
$177K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
351+ 7.53% |
$32.5K - $37.4K
|
5.01K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
350+ 16.17% |
$32.4K - $37.3K
|
2.52K
$143K
|
|
|
Nov 07, 2022
Q3 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
344+ 0.05% |
$31.8K - $36.6K
|
632K
$35.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
341+ 4.83% |
$31.6K - $36.3K
|
7.4K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
339+ 2.46% |
$31.4K - $36.1K
|
14.1K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
335+ 5.84% |
$31K - $35.7K
|
6.07K
$345K
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
334+ 1.28% |
$30.9K - $35.5K
|
26.3K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
334+ 1.01% |
$30.9K - $35.5K
|
33.3K
$1.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
332+ 18.54% |
$30.7K - $35.3K
|
2.12K
$121K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
332+ 1.6% |
$30.7K - $35.3K
|
21K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
331+ 0.26% |
$30.6K - $35.2K
|
129K
$7.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
330+ 232.39% |
$30.5K - $35.1K
|
472
$26.8K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
330+ 15.05% |
$30.5K - $35.1K
|
2.52K
$143K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
329+ 6.64% |
$30.4K - $35K
|
5.29K
$300K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
326+ 6.95% |
$30.2K - $34.7K
|
5.01K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
326New |
$30.2K - $34.7K
|
326
$18.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
325+ 6.81% |
$30.1K - $34.6K
|
5.1K
$290K
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
324+ 6.37% |
$30K - $34.5K
|
5.41K
$307K
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
321+ 0.43% |
$29.7K - $34.2K
|
74.9K
$4.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
319+ 0.49% |
$29.5K - $34K
|
65.4K
$3.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
317+ 3.83% |
$29.3K - $33.7K
|
8.59K
$488K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
310New |
$28.7K - $33K
|
310
$17.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
310+ 8.04% |
$28.7K - $33K
|
4.16K
$237K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
308+ 1.14% |
$28.5K - $32.8K
|
27.3K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
308+ 1.34% |
$28.5K - $32.8K
|
23.3K
$1.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
308+ 10.43% |
$28.5K - $32.8K
|
3.26K
$185K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
307+ 4.0% |
$28.4K - $32.7K
|
7.97K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
307+ 4.24% |
$28.4K - $32.7K
|
7.54K
$429K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
305+ 8.34% |
$28.2K - $32.5K
|
3.96K
$225K
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
304+ 0.34% |
$28.1K - $32.4K
|
89.5K
$5.09M
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
301+ 11.06% |
$27.9K - $32K
|
3.02K
$172K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
300+ 3.75% |
$27.8K - $31.9K
|
8.3K
$471K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
298+ 3.38% |
$27.6K - $31.7K
|
9.12K
$518K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
294+ 1.03% |
$27.2K - $31.3K
|
28.8K
$1.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
290+ 8.29% |
$26.8K - $30.9K
|
3.79K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
287+ 0.49% |
$26.6K - $30.5K
|
58.5K
$3.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
286+ 2.99% |
$26.5K - $30.4K
|
9.86K
$560K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
283+ 8.25% |
$26.2K - $30.1K
|
3.71K
$211K
|