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 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
140+ 0.35% |
$13K - $14.9K
|
39.9K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
137+ 3.55% |
$12.7K - $14.6K
|
4K
$210K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
136+ 1.23% |
$12.6K - $14.5K
|
11.2K
$589K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
135+ 3.93% |
$12.5K - $14.4K
|
3.57K
$188K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
134New |
$12.4K - $14.3K
|
134
$7.05K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
134+ 0.41% |
$12.4K - $14.3K
|
32.4K
$1.71M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
134+ 1.08% |
$12.4K - $14.3K
|
12.6K
$660K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
133+ 0.16% |
$12.3K - $14.2K
|
82.1K
$4.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
132+ 4.3% |
$12.2K - $14K
|
3.2K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
132+ 4.59% |
$12.2K - $14K
|
3.01K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
130+ 0.68% |
$12K - $13.8K
|
19.2K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
128+ 5.88% |
$11.8K - $13.6K
|
2.31K
$121K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
127+ 0.35% |
$11.8K - $13.5K
|
36.7K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
127+ 0.63% |
$11.8K - $13.5K
|
20.4K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
126+ 0.5% |
$11.7K - $13.4K
|
25.3K
$1.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
124+ 2.96% |
$11.5K - $13.2K
|
4.32K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
119+ 0.12% |
$11K - $12.7K
|
98K
$5.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
118+ 32.15% |
$10.9K - $12.6K
|
485
$25.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
118+ 6.02% |
$10.9K - $12.6K
|
2.08K
$109K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
116+ 0.37% |
$10.7K - $12.3K
|
31.8K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
116+ 0.02% |
$10.7K - $12.3K
|
481K
$25.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
116+ 1.99% |
$10.7K - $12.3K
|
5.94K
$313K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
115New |
$10.6K - $12.2K
|
115
$6.05K
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
115+ 0.55% |
$10.6K - $12.2K
|
21.1K
$1.11M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
114+ 0.57% |
$10.5K - $12.1K
|
20.3K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
114+ 1.87% |
$10.5K - $12.1K
|
6.22K
$327K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
113+ 4.32% |
$10.5K - $12K
|
2.73K
$143K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
113+ 0.52% |
$10.5K - $12K
|
21.8K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
112+ 6.53% |
$10.4K - $11.9K
|
1.83K
$96.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
110+ 0.15% |
$10.2K - $11.7K
|
74.3K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
110+ 2.76% |
$10.2K - $11.7K
|
4.1K
$216K
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.75% |
$9.99K - $11.5K
|
14.5K
$761K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
108+ 4.83% |
$9.99K - $11.5K
|
2.34K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
108+ 0.87% |
$9.99K - $11.5K
|
12.5K
$655K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
107+ 2.79% |
$9.9K - $11.4K
|
3.94K
$207K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
105+ 1.31% |
$9.72K - $11.2K
|
8.11K
$427K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
105+ 1.05% |
$9.72K - $11.2K
|
10.1K
$529K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
104+ 2.94% |
$9.62K - $11.1K
|
3.64K
$192K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
104New |
$9.62K - $11.1K
|
104
$5.47K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
104+ 1.05% |
$9.62K - $11.1K
|
10K
$528K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
102+ 3.98% |
$9.44K - $10.9K
|
2.67K
$140K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 0.66% |
$9.25K - $10.6K
|
15.2K
$802K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
100+ 0.65% |
$9.25K - $10.6K
|
15.6K
$819K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
100+ 4.01% |
$9.25K - $10.6K
|
2.59K
$136K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
100+ 1.67% |
$9.25K - $10.6K
|
6.08K
$320K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
100+ 1.29% |
$9.25K - $10.6K
|
7.87K
$414K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 8.94% |
$9.25K - $10.6K
|
1.22K
$64.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
100+ 3.29% |
$9.25K - $10.6K
|
3.14K
$165K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
100+ 1.26% |
$9.25K - $10.6K
|
8.03K
$423K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
99+ 4.09% |
$9.16K - $10.5K
|
2.52K
$132K
|