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 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
54+ 2.47% |
$5K - $5.75K
|
2.24K
$118K
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
53+ 1.46% |
$4.9K - $5.64K
|
3.69K
$194K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
53+ 0.26% |
$4.9K - $5.64K
|
20.7K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
52+ 2.22% |
$4.81K - $5.53K
|
2.39K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
51+ 0.31% |
$4.72K - $5.43K
|
16.7K
$881K
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
50+ 0.51% |
$4.63K - $5.32K
|
9.77K
$514K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
50+ 20.58% |
$4.63K - $5.32K
|
293
$15.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
50+ 2.87% |
$4.63K - $5.32K
|
1.79K
$94.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
50+ 0.61% |
$4.63K - $5.32K
|
8.22K
$432K
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$4.63K - $5.32K
|
7.07K
$372K
|
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
BUY
|
- |
49+ 0.33% |
$4.53K - $5.22K
|
14.9K
$784K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
48+ 0.38% |
$4.44K - $5.11K
|
12.8K
$673K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
47+ 0.32% |
$4.35K - $5K
|
14.9K
$784K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
47+ 0.04% |
$4.35K - $5K
|
133K
$7.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
46+ 1.63% |
$4.26K - $4.9K
|
2.86K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
46+ 0.53% |
$4.26K - $4.9K
|
8.79K
$462K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 0.44% |
$4.26K - $4.9K
|
10.4K
$550K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
45+ 0.04% |
$4.16K - $4.79K
|
117K
$6.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
44+ 1.38% |
$4.07K - $4.68K
|
3.22K
$169K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
44+ 0.1% |
$4.07K - $4.68K
|
46.2K
$2.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
43+ 0.53% |
$3.98K - $4.58K
|
8.18K
$430K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
42+ 0.24% |
$3.89K - $4.47K
|
17.5K
$918K
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
42+ 1.79% |
$3.89K - $4.47K
|
2.39K
$126K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42+ 23.86% |
$3.89K - $4.47K
|
218
$11.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
40+ 1.84% |
$3.7K - $4.26K
|
2.22K
$117K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
40+ 0.4% |
$3.7K - $4.26K
|
10.1K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
38+ 1.08% |
$3.52K - $4.04K
|
3.54K
$186K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
37+ 1.34% |
$3.42K - $3.94K
|
2.8K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
37+ 0.38% |
$3.42K - $3.94K
|
9.9K
$521K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 10.22% |
$3.42K - $3.94K
|
399
$21K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
35+ 1.58% |
$3.24K - $3.73K
|
2.25K
$119K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33+ 5.71% |
$3.05K - $3.51K
|
611
$32.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
32+ 0.09% |
$2.96K - $3.41K
|
34.8K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.08% |
$2.96K - $3.41K
|
3K
$158K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 5.86% |
$2.78K - $3.19K
|
542
$28.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
30+ 0.02% |
$2.78K - $3.19K
|
121K
$6.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
30+ 0.61% |
$2.78K - $3.19K
|
4.91K
$259K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.54% |
$2.78K - $3.19K
|
5.63K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
30+ 0.75% |
$2.78K - $3.19K
|
4.05K
$213K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
30+ 1.13% |
$2.78K - $3.19K
|
2.69K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
28+ 8.67% |
$2.59K - $2.98K
|
351
$18.5K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 0.65% |
$2.5K - $2.87K
|
4.21K
$221K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
26+ 0.43% |
$2.41K - $2.77K
|
6.08K
$320K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
26+ 0.65% |
$2.41K - $2.77K
|
4.01K
$211K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
25+ 0.59% |
$2.31K - $2.66K
|
4.27K
$224K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
25+ 0.21% |
$2.31K - $2.66K
|
12.2K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
25+ 0.15% |
$2.31K - $2.66K
|
16.5K
$867K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
24+ 0.51% |
$2.22K - $2.55K
|
4.73K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
24New |
$2.22K - $2.55K
|
24
$1.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
BUY
|
- |
23+ 0.08% |
$2.13K - $2.45K
|
30.1K
$1.58M
|