Purchases and Sales Made in Q1 2022 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 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 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.01KNew |
$706K - $777K
|
7.01K
$379K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
6.97KNew |
$703K - $773K
|
6.97K
$377K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.87K+ 1.31% |
$692K - $761K
|
529K
$28.6M
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
6.8KNew |
$685K - $754K
|
6.8K
$367K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.77K+ 18.42% |
$682K - $750K
|
43.5K
$2.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.71K+ 6.38% |
$676K - $743K
|
112K
$6.04M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
6.71K+ 316.72% |
$676K - $743K
|
8.82K
$476K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
6.59KNew |
$664K - $730K
|
6.59K
$356K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.56K+ 5.46% |
$661K - $727K
|
127K
$6.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
6.5K+ 12.66% |
$655K - $720K
|
57.8K
$3.12M
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.45K+ 1.61% |
$650K - $715K
|
407K
$22M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.44K+ 0.75% |
$649K - $714K
|
864K
$46.6M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.38K+ 1.04% |
$643K - $707K
|
623K
$33.6M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6.38K+ 43.84% |
$643K - $707K
|
20.9K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.34K+ 101.34% |
$638K - $702K
|
12.6K
$680K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.33K+ 25.53% |
$638K - $702K
|
31.1K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.1K+ 1.17% |
$615K - $677K
|
529K
$28.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.09K+ 10.46% |
$614K - $675K
|
64.4K
$3.48M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.05K+ 33.8% |
$609K - $670K
|
23.9K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.95K+ 109.35% |
$600K - $660K
|
11.4K
$616K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.94K+ 31.11% |
$598K - $658K
|
25K
$1.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
5.83KNew |
$588K - $646K
|
5.83K
$315K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.81K+ 31.65% |
$585K - $643K
|
24.1K
$1.3M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.78K+ 12.05% |
$582K - $640K
|
53.7K
$2.9M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.74K+ 268.82% |
$579K - $636K
|
7.88K
$425K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.68K+ 40.38% |
$572K - $629K
|
19.7K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
5.67K+ 26.87% |
$571K - $628K
|
26.8K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
5.6K+ 35.67% |
$564K - $621K
|
21.3K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.56KNew |
$560K - $616K
|
5.56K
$300K
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.51KNew |
$555K - $610K
|
5.51K
$297K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.5K+ 199.89% |
$554K - $609K
|
8.25K
$445K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.42K+ 196.45% |
$546K - $600K
|
8.17K
$441K
|
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.4KNew |
$544K - $598K
|
5.4K
$292K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.4KNew |
$544K - $598K
|
5.4K
$292K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35K+ 7.86% |
$540K - $593K
|
73.5K
$3.97M
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.29K+ 14.15% |
$533K - $586K
|
42.6K
$2.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.25K+ 11.65% |
$529K - $582K
|
50.3K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.18K+ 1.9% |
$522K - $574K
|
278K
$15M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.14K+ 8.21% |
$518K - $570K
|
67.8K
$3.66M
|
|
|
Apr 01, 2022
Q1 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
5.05K+ 1.03% |
$509K - $560K
|
497K
$26.9M
|
|
|
May 10, 2022
Q1 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
5.05K+ 0.5% |
$508K - $559K
|
1.02M
$55M
|
|
|
May 10, 2022
Q1 2022
|
Parametrica Management LTD
|
BUY
|
- |
5.01KNew |
$504K - $555K
|
5.01K
$270K
|
|
|
May 12, 2022
Q1 2022
|
Integral Health Asset Management, LLC
|
BUY
|
- |
5K+ 5.88% |
$504K - $554K
|
90K
$4.86M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.98K+ 97.29% |
$502K - $552K
|
10.1K
$546K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.93KNew |
$497K - $547K
|
4.93K
$266K
|
|
|
Apr 22, 2022
Q1 2022
|
Coerente Capital Management
|
BUY
|
- |
4.87K+ 2.93% |
$491K - $540K
|
171K
$9.24M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
4.85K+ 6.29% |
$489K - $537K
|
81.9K
$4.42M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.71K+ 65.07% |
$474K - $521K
|
11.9K
$645K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.68KNew |
$471K - $518K
|
4.68K
$252K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.56K+ 2.36% |
$460K - $506K
|
198K
$10.7M
|