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
|
Win Advisors, Inc
|
SELL
|
- |
-6- 1.48% |
$555 - $639
|
399
$21K
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-6- 0.05% |
$555 - $639
|
11K
$581K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7- 2.05% |
$648 - $745
|
335
$17.6K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7- 0.09% |
$648 - $745
|
7.62K
$401K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-7- 0.27% |
$648 - $745
|
2.62K
$138K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-7- 9.21% |
$648 - $745
|
69
$3.63K
|
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-8- 0.13% |
$740 - $851
|
6.03K
$317K
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-8- 0.3% |
$740 - $851
|
2.63K
$138K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8- 0.2% |
$740 - $851
|
4.07K
$214K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-10- 0.18% |
$925 - $1.06K
|
5.44K
$286K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.38% |
$925 - $1.06K
|
2.65K
$139K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-10- 0.08% |
$925 - $1.06K
|
12.3K
$649K
|
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10- 0.05% |
$925 - $1.06K
|
21.8K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-10- 0.25% |
$925 - $1.06K
|
3.94K
$208K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-10- 0.2% |
$925 - $1.06K
|
5.01K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 1.1% |
$925 - $1.06K
|
902
$47.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.13% |
$1.02K - $1.17K
|
8.76K
$461K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 0.1% |
$1.02K - $1.17K
|
11.3K
$596K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$1.11K - $1.28K
|
2.48K
$131K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 2.82% |
$1.11K - $1.28K
|
414
$21.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12- 16.9% |
$1.11K - $1.28K
|
59
$3.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 0.31% |
$1.11K - $1.28K
|
3.83K
$201K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 12.5% |
$1.11K - $1.28K
|
84
$4.42K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-13- 0.4% |
$1.2K - $1.38K
|
3.24K
$170K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.08% |
$1.3K - $1.49K
|
18.1K
$951K
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-15- 0.39% |
$1.39K - $1.6K
|
3.82K
$201K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-15- 0.41% |
$1.39K - $1.6K
|
3.62K
$190K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-15- 0.31% |
$1.39K - $1.6K
|
4.75K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-15- 5.86% |
$1.39K - $1.6K
|
241
$12.7K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-16- 1.54% |
$1.48K - $1.7K
|
1.03K
$53.9K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-16- 0.04% |
$1.48K - $1.7K
|
41.1K
$2.16M
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-17- 0.05% |
$1.57K - $1.81K
|
36.5K
$1.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.59% |
$1.76K - $2.02K
|
3.22K
$170K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-19- 0.69% |
$1.76K - $2.02K
|
2.73K
$143K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-20- 0.18% |
$1.85K - $2.13K
|
11.1K
$585K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.02% |
$1.85K - $2.13K
|
119K
$6.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-21- 0.71% |
$1.94K - $2.24K
|
2.95K
$155K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24- 0.57% |
$2.22K - $2.55K
|
4.22K
$222K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-25- 0.09% |
$2.31K - $2.66K
|
27.2K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-26- 1.2% |
$2.41K - $2.77K
|
2.14K
$112K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-27- 0.89% |
$2.5K - $2.87K
|
3.02K
$159K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 1.47% |
$2.5K - $2.87K
|
1.81K
$95.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-27- 0.75% |
$2.5K - $2.87K
|
3.55K
$187K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-27- 0.23% |
$2.5K - $2.87K
|
11.7K
$616K
|
|
|
Oct 20, 2022
Q3 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-30- 0.03% |
$2.78K - $3.19K
|
87.1K
$4.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-30- 0.87% |
$2.78K - $3.19K
|
3.41K
$180K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 12.08% |
$2.96K - $3.41K
|
233
$12.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-35- 0.16% |
$3.24K - $3.73K
|
21.9K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-37- 0.29% |
$3.42K - $3.94K
|
12.6K
$665K
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 1.4% |
$3.52K - $4.04K
|
2.67K
$140K
|