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 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 0.67% |
$2.13K - $2.45K
|
3.48K
$183K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
22+ 0.27% |
$2.04K - $2.34K
|
8.1K
$426K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
22New |
$2.04K - $2.34K
|
22
$1.16K
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21+ 0.15% |
$1.94K - $2.24K
|
13.9K
$733K
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
20+ 0.74% |
$1.85K - $2.13K
|
2.74K
$144K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
20+ 0.16% |
$1.85K - $2.13K
|
12.2K
$642K
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
19+ 0.47% |
$1.76K - $2.02K
|
4.05K
$213K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19+ 0.25% |
$1.76K - $2.02K
|
7.48K
$394K
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
19+ 0.2% |
$1.76K - $2.02K
|
9.53K
$501K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
19+ 0.21% |
$1.76K - $2.02K
|
8.97K
$472K
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
18+ 0.22% |
$1.67K - $1.92K
|
8.07K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 0.26% |
$1.67K - $1.92K
|
6.82K
$359K
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18+ 0.57% |
$1.67K - $1.92K
|
3.17K
$167K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
16+ 0.6% |
$1.48K - $1.7K
|
2.68K
$141K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 0.41% |
$1.48K - $1.7K
|
3.95K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.53% |
$1.48K - $1.7K
|
3.03K
$159K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
15+ 7.18% |
$1.39K - $1.6K
|
224
$11.8K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.39K - $1.6K
|
15
$789
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 0.44% |
$1.3K - $1.49K
|
3.21K
$169K
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
BUY
|
- |
14+ 0.03% |
$1.3K - $1.49K
|
44.2K
$2.33M
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14+ 0.52% |
$1.3K - $1.49K
|
2.69K
$141K
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
14+ 0.28% |
$1.3K - $1.49K
|
5.09K
$268K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$1.11K - $1.28K
|
4.7K
$247K
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
12+ 0.23% |
$1.11K - $1.28K
|
5.14K
$270K
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
11New |
$1.02K - $1.17K
|
11
$579
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
11+ 0.36% |
$1.02K - $1.17K
|
3.08K
$162K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
10+ 0.22% |
$925 - $1.06K
|
4.63K
$244K
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
10+ 1.29% |
$925 - $1.06K
|
785
$41.3K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10+ 0.23% |
$925 - $1.06K
|
4.34K
$228K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.55% |
$925 - $1.06K
|
1.83K
$96.3K
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
10+ 0.24% |
$925 - $1.06K
|
4.2K
$221K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
9+ 0.04% |
$833 - $958
|
20.3K
$1.07M
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9+ 0.01% |
$833 - $958
|
94.9K
$4.99M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.6% |
$833 - $958
|
1.5K
$78.8K
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9+ 0.26% |
$833 - $958
|
3.44K
$181K
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8+ 0.01% |
$740 - $851
|
99.1K
$5.21M
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
8+ 0.31% |
$740 - $851
|
2.57K
$135K
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8+ 0.1% |
$740 - $851
|
8.43K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8+ 0.03% |
$740 - $851
|
26.1K
$1.38M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.48% |
$648 - $745
|
1.47K
$77.1K
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
7+ 0.26% |
$648 - $745
|
2.67K
$140K
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6+ 0.1% |
$555 - $639
|
6.11K
$321K
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6+ 0.23% |
$555 - $639
|
2.64K
$139K
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$463 - $532
|
4.56K
$240K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.56% |
$463 - $532
|
900
$47.4K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$463 - $532
|
5
$263
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.07% |
$463 - $532
|
6.77K
$356K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.09% |
$463 - $532
|
5.37K
$282K
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.07% |
$463 - $532
|
6.71K
$353K
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.07% |
$370 - $426
|
6.06K
$319K
|