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 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
98+ 0.73% |
$9.07K - $10.4K
|
13.6K
$716K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
BUY
|
- |
95+ 0.3% |
$8.79K - $10.1K
|
32.1K
$1.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
94+ 0.33% |
$8.7K - $10K
|
28.8K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
94+ 2.13% |
$8.7K - $10K
|
4.52K
$238K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
91+ 1.27% |
$8.42K - $9.69K
|
7.27K
$382K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
88+ 1.35% |
$8.14K - $9.37K
|
6.59K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
88+ 0.79% |
$8.14K - $9.37K
|
11.3K
$594K
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
87+ 3.04% |
$8.05K - $9.26K
|
2.95K
$155K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
85+ 0.86% |
$7.87K - $9.05K
|
9.92K
$522K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
85+ 2.09% |
$7.87K - $9.05K
|
4.16K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
85+ 1.0% |
$7.87K - $9.05K
|
8.62K
$454K
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
84+ 0.21% |
$7.77K - $8.94K
|
40.2K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
84+ 1.87% |
$7.77K - $8.94K
|
4.58K
$241K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
83+ 1.19% |
$7.68K - $8.83K
|
7.08K
$372K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
82+ 0.79% |
$7.59K - $8.73K
|
10.4K
$548K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
81+ 1.62% |
$7.49K - $8.62K
|
5.07K
$267K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
81+ 0.2% |
$7.49K - $8.62K
|
41.1K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
81+ 3.03% |
$7.49K - $8.62K
|
2.76K
$145K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
79+ 1.2% |
$7.31K - $8.41K
|
6.69K
$352K
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
78+ 1.05% |
$7.22K - $8.3K
|
7.48K
$394K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
78+ 2.64% |
$7.22K - $8.3K
|
3.04K
$160K
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
77+ 2.75% |
$7.12K - $8.2K
|
2.87K
$151K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
76+ 1.16% |
$7.03K - $8.09K
|
6.64K
$349K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
76+ 1.21% |
$7.03K - $8.09K
|
6.34K
$333K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
75+ 1.08% |
$6.94K - $7.98K
|
6.99K
$368K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
75+ 1.33% |
$6.94K - $7.98K
|
5.72K
$301K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
74+ 1.92% |
$6.85K - $7.88K
|
3.93K
$207K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
74+ 5.84% |
$6.85K - $7.88K
|
1.34K
$70.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 0.01% |
$6.85K - $7.88K
|
536K
$28.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
72+ 2.68% |
$6.66K - $7.66K
|
2.76K
$145K
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
72+ 0.33% |
$6.66K - $7.66K
|
21.7K
$1.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
70+ 2.37% |
$6.48K - $7.45K
|
3.02K
$159K
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
70+ 0.65% |
$6.48K - $7.45K
|
10.8K
$569K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
70+ 1.78% |
$6.48K - $7.45K
|
4.01K
$211K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
65+ 1.81% |
$6.01K - $6.92K
|
3.65K
$192K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
65+ 0.29% |
$6.01K - $6.92K
|
22.1K
$1.16M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
64+ 0.97% |
$5.92K - $6.81K
|
6.67K
$351K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
62+ 1.52% |
$5.74K - $6.6K
|
4.14K
$218K
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
62+ 0.16% |
$5.74K - $6.6K
|
39.9K
$2.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
60+ 0.96% |
$5.55K - $6.39K
|
6.3K
$332K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
60+ 2.61% |
$5.55K - $6.39K
|
2.36K
$124K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
60+ 1.59% |
$5.55K - $6.39K
|
3.84K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
60+ 0.07% |
$5.55K - $6.39K
|
91.5K
$4.81M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
60+ 0.07% |
$5.55K - $6.39K
|
91.5K
$4.81M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
58+ 1.52% |
$5.37K - $6.17K
|
3.88K
$204K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
58New |
$5.37K - $6.17K
|
58
$3.05K
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
57+ 2.45% |
$5.27K - $6.07K
|
2.38K
$125K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
57+ 0.87% |
$5.27K - $6.07K
|
6.61K
$348K
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
56+ 0.56% |
$5.18K - $5.96K
|
9.99K
$526K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56+ 0.4% |
$5.18K - $5.96K
|
14.2K
$747K
|