Purchases and Sales Made in Q4 2021 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.22KNew |
$185K - $231K
|
2.22K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.22KNew |
$185K - $230K
|
2.22K
$117K
|
|
|
Feb 09, 2022
Q4 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
2.21K+ 1.75% |
$184K - $229K
|
129K
$6.76M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
2.21K+ 5.13% |
$184K - $229K
|
45.3K
$2.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.21K+ 9.12% |
$184K - $229K
|
26.4K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
2.21KNew |
$183K - $229K
|
2.21K
$116K
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$183K - $228K
|
2.2K
$116K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$181K - $226K
|
2.18K
$115K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
2.18KNew |
$181K - $226K
|
2.18K
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.17K+ 13.63% |
$181K - $225K
|
18.1K
$953K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 8.61% |
$180K - $225K
|
27.4K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.15K+ 6.19% |
$179K - $223K
|
36.9K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.14KNew |
$178K - $222K
|
2.14K
$113K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$178K - $222K
|
2.14K
$113K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.14KNew |
$178K - $222K
|
2.14K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.13K+ 16.65% |
$177K - $221K
|
14.9K
$785K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.13K+ 1.82% |
$177K - $220K
|
119K
$6.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.12KNew |
$176K - $220K
|
2.12K
$111K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.11KNew |
$176K - $219K
|
2.11K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.11KNew |
$175K - $219K
|
2.11K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$175K - $219K
|
2.11K
$111K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.11KNew |
$175K - $218K
|
2.11K
$111K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.1K+ 126.61% |
$175K - $218K
|
3.76K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.1K+ 15.69% |
$174K - $217K
|
15.5K
$814K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.09KNew |
$174K - $217K
|
2.09K
$110K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.09K+ 12.79% |
$173K - $216K
|
18.4K
$968K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.08KNew |
$173K - $215K
|
2.08K
$109K
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$172K - $215K
|
2.07K
$109K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.07K+ 57.3% |
$172K - $215K
|
5.68K
$299K
|
|
|
Feb 09, 2022
Q4 2021
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
2.07KNew |
$172K - $214K
|
2.07K
$109K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.06KNew |
$172K - $214K
|
2.06K
$109K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.06KNew |
$171K - $214K
|
2.06K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
2.06KNew |
$171K - $213K
|
2.06K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.06KNew |
$171K - $213K
|
2.06K
$108K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.06KNew |
$171K - $213K
|
2.06K
$108K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.05KNew |
$171K - $213K
|
2.05K
$108K
|
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
2.05K+ 12.33% |
$170K - $212K
|
18.6K
$981K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.04KNew |
$170K - $212K
|
2.04K
$107K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.04K+ 54.73% |
$170K - $212K
|
5.77K
$304K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 13.08% |
$169K - $211K
|
17.6K
$926K
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
2.04KNew |
$169K - $211K
|
2.04K
$107K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
2.03KNew |
$169K - $211K
|
2.03K
$107K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
2.03KNew |
$169K - $211K
|
2.03K
$107K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.02KNew |
$168K - $210K
|
2.02K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.02K+ 19.16% |
$168K - $210K
|
12.6K
$661K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
2.01KNew |
$167K - $209K
|
2.01K
$106K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01K+ 2.81% |
$167K - $208K
|
73.4K
$3.86M
|
|
|
May 12, 2022
Q4 2021
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2.01KNew |
$167K - $208K
|
2.01K
$106K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2KNew |
$166K - $208K
|
2K
$105K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2K+ 13.28% |
$166K - $208K
|
17.1K
$898K
|