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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Focused Investors LLC
|
BUY
|
- |
5.3K+ 0.41% |
$441K - $550K
|
1.31M
$57.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
5.3KNew |
$441K - $550K
|
5.3K
$234K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.26KNew |
$437K - $545K
|
5.26K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.22KNew |
$434K - $541K
|
5.22K
$231K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.21KNew |
$433K - $540K
|
5.21K
$230K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.19KNew |
$432K - $538K
|
5.19K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.19K+ 8.34% |
$432K - $538K
|
67.4K
$2.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.17K+ 3.78% |
$430K - $537K
|
142K
$6.28M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
5.17K+ 13.94% |
$430K - $536K
|
42.2K
$1.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.12KNew |
$426K - $531K
|
5.12K
$226K
|
|
|
Feb 08, 2022
Q4 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
5.06K+ 5.06% |
$420K - $524K
|
105K
$4.64M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.02K+ 16.22% |
$418K - $521K
|
36K
$1.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.02K+ 1.88% |
$417K - $521K
|
272K
$12M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.97KNew |
$413K - $515K
|
4.97K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.88K+ 14.32% |
$405K - $506K
|
38.9K
$1.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Ninepoint Partners LP
|
BUY
|
- |
4.83KNew |
$401K - $501K
|
4.83K
$213K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
4.81KNew |
$400K - $499K
|
4.81K
$213K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.8K+ 14.79% |
$399K - $498K
|
37.3K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.8K+ 3218.12% |
$399K - $497K
|
4.94K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.77K+ 1.44% |
$397K - $495K
|
336K
$14.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.72KNew |
$392K - $489K
|
4.72K
$209K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.67K+ 4.05% |
$388K - $484K
|
120K
$5.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
4.67K+ 2.45% |
$388K - $484K
|
196K
$8.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.62K+ 11.06% |
$384K - $479K
|
46.4K
$2.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.58KNew |
$380K - $474K
|
4.58K
$202K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$380K - $474K
|
4.57K
$202K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.51KNew |
$375K - $468K
|
4.51K
$199K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
4.46KNew |
$371K - $462K
|
4.46K
$197K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.45KNew |
$370K - $461K
|
4.45K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.43KNew |
$368K - $459K
|
4.43K
$196K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 1.18% |
$367K - $458K
|
380K
$16.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.39K+ 2.01% |
$365K - $455K
|
222K
$9.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.39K+ 5.63% |
$365K - $455K
|
82.3K
$3.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.37K+ 1.32% |
$363K - $453K
|
336K
$14.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Advisers, LLC
|
BUY
|
- |
4.36KNew |
$363K - $452K
|
4.36K
$193K
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.34KNew |
$361K - $450K
|
4.34K
$192K
|
|
|
Jan 20, 2022
Q4 2021
|
F&V Capital Management, LLC
|
BUY
|
- |
4.33K+ 5.24% |
$360K - $449K
|
86.9K
$3.84M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
4.26KNew |
$354K - $442K
|
4.26K
$188K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.24KNew |
$353K - $440K
|
4.24K
$187K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.21KNew |
$350K - $436K
|
4.21K
$186K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.2K+ 18.24% |
$350K - $436K
|
27.3K
$1.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.2K+ 4618.68% |
$349K - $436K
|
4.29K
$190K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.16K+ 67.62% |
$345K - $431K
|
10.3K
$455K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.15K+ 6.45% |
$345K - $430K
|
68.5K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.13KNew |
$343K - $428K
|
4.13K
$183K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.1K+ 6.88% |
$341K - $425K
|
63.7K
$2.82M
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
4.06K+ 1.65% |
$338K - $421K
|
251K
$11.1M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.05KNew |
$337K - $420K
|
4.05K
$179K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05K+ 1.24% |
$336K - $419K
|
331K
$14.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Coerente Capital Management
|
BUY
|
- |
4.04K+ 2.49% |
$336K - $419K
|
166K
$7.35M
|