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 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
283+ 0.82% |
$26.2K - $30.1K
|
34.9K
$1.83M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
279+ 13.36% |
$25.8K - $29.7K
|
2.37K
$125K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
278+ 4.59% |
$25.7K - $29.6K
|
6.33K
$333K
|
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
277+ 1.02% |
$25.6K - $29.5K
|
27.5K
$1.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
276+ 1.59% |
$25.5K - $29.4K
|
17.6K
$928K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
276+ 7.32% |
$25.5K - $29.4K
|
4.05K
$213K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
275+ 2.14% |
$25.4K - $29.3K
|
13.1K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
273+ 0.47% |
$25.3K - $29.1K
|
58.2K
$3.06M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 0.92% |
$25.1K - $28.8K
|
29.8K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
270+ 7.37% |
$25K - $28.7K
|
3.93K
$207K
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
270+ 5.25% |
$25K - $28.7K
|
5.42K
$285K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
269+ 59.91% |
$24.9K - $28.6K
|
718
$37.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
268+ 0.33% |
$24.8K - $28.5K
|
82.2K
$4.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
267+ 0.51% |
$24.7K - $28.4K
|
52.7K
$2.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
267+ 4.03% |
$24.7K - $28.4K
|
6.9K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
265+ 9.15% |
$24.5K - $28.2K
|
3.16K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
263+ 3.95% |
$24.3K - $28K
|
6.92K
$364K
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
262+ 1.14% |
$24.2K - $27.9K
|
23.2K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
261+ 3.92% |
$24.2K - $27.8K
|
6.91K
$364K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
259+ 0.86% |
$24K - $27.6K
|
30.5K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
255+ 6.02% |
$23.6K - $27.1K
|
4.49K
$236K
|
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
255+ 0.07% |
$23.6K - $27.1K
|
343K
$18M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
253+ 1.9% |
$23.4K - $26.9K
|
13.5K
$712K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
250+ 3.45% |
$23.1K - $26.6K
|
7.51K
$395K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
249+ 2.43% |
$23K - $26.5K
|
10.5K
$552K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
248+ 6.61% |
$22.9K - $26.4K
|
4K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
248New |
$22.9K - $26.4K
|
248
$13K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
243+ 4.15% |
$22.5K - $25.9K
|
6.1K
$321K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
237+ 1.19% |
$21.9K - $25.2K
|
20.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
235+ 2.39% |
$21.7K - $25K
|
10.1K
$529K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
233New |
$21.6K - $24.8K
|
233
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
232+ 3.65% |
$21.5K - $24.7K
|
6.59K
$347K
|
|
|
Nov 03, 2022
Q3 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
229+ 0.06% |
$21.2K - $24.4K
|
360K
$18.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
229+ 1.27% |
$21.2K - $24.4K
|
18.3K
$964K
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
228+ 0.58% |
$21.1K - $24.3K
|
39.5K
$2.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
228New |
$21.1K - $24.3K
|
228
$12K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
226+ 58.7% |
$20.9K - $24.1K
|
611
$32.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
221+ 2.63% |
$20.4K - $23.5K
|
8.62K
$454K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
221+ 6.41% |
$20.4K - $23.5K
|
3.67K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
221+ 7.13% |
$20.4K - $23.5K
|
3.32K
$175K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
220+ 9.54% |
$20.4K - $23.4K
|
2.53K
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
220+ 23.38% |
$20.4K - $23.4K
|
1.16K
$61.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
BUY
|
- |
213+ 0.34% |
$19.7K - $22.7K
|
63.1K
$3.32M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
210+ 0.77% |
$19.4K - $22.4K
|
27.4K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
203+ 5.85% |
$18.8K - $21.6K
|
3.68K
$193K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
202+ 3.08% |
$18.7K - $21.5K
|
6.76K
$356K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
202+ 2.43% |
$18.7K - $21.5K
|
8.5K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
202+ 4.44% |
$18.7K - $21.5K
|
4.75K
$250K
|
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
201+ 3.79% |
$18.6K - $21.4K
|
5.51K
$290K
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
201+ 2.21% |
$18.6K - $21.4K
|
9.31K
$490K
|