Purchases and Sales Made in Q2 2022 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
2.34KNew |
$207K - $249K
|
2.34K
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.32K+ 32.51% |
$206K - $248K
|
9.47K
$511K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.32K+ 32.51% |
$206K - $248K
|
9.47K
$511K
|
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$206K - $248K
|
2.32K
$125K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.3KNew |
$204K - $245K
|
2.3K
$124K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.3K+ 14.68% |
$204K - $245K
|
17.9K
$969K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
2.29K+ 2.72% |
$203K - $245K
|
86.6K
$4.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 2.1% |
$202K - $243K
|
111K
$5.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.28K+ 8.29% |
$202K - $243K
|
29.8K
$1.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.28KNew |
$202K - $243K
|
2.28K
$123K
|
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.26KNew |
$200K - $241K
|
2.26K
$122K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.22K+ 4.95% |
$197K - $237K
|
47.1K
$2.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
2.22KNew |
$197K - $237K
|
2.22K
$120K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.2K+ 8.46% |
$195K - $235K
|
28.2K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.16K+ 16.37% |
$192K - $231K
|
15.4K
$831K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.16K+ 12.28% |
$192K - $231K
|
19.8K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 19.17% |
$189K - $227K
|
13.2K
$715K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
2.12K+ 2.22% |
$188K - $226K
|
97.9K
$5.29M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.11K+ 1.47% |
$187K - $225K
|
146K
$7.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.1K+ 5.52% |
$186K - $223K
|
40.1K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.1K+ 17.55% |
$186K - $223K
|
14K
$758K
|
|
|
Aug 02, 2022
Q2 2022
|
Wright Investors Service Inc
|
BUY
|
- |
2.09K+ 5.12% |
$186K - $223K
|
42.9K
$2.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
2.09K+ 11.6% |
$185K - $223K
|
20.1K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.09K+ 2.12% |
$185K - $223K
|
101K
$5.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
2.08K+ 58.05% |
$184K - $221K
|
5.66K
$305K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.07KNew |
$184K - $221K
|
2.07K
$112K
|
|
|
Aug 09, 2022
Q2 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
2.07K+ 1.62% |
$183K - $221K
|
130K
$7.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.06K+ 20.75% |
$183K - $220K
|
12K
$649K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.06K+ 3.71% |
$182K - $219K
|
57.6K
$3.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.01K+ 74.47% |
$178K - $214K
|
4.7K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.99KNew |
$176K - $212K
|
1.99K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.95K+ 79.55% |
$173K - $208K
|
4.4K
$238K
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.94K+ 1.68% |
$172K - $207K
|
117K
$6.34M
|
|
|
Jul 20, 2022
Q2 2022
|
Coerente Capital Management
|
BUY
|
- |
1.93K+ 1.13% |
$171K - $206K
|
173K
$9.34M
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.91K+ 4.58% |
$170K - $204K
|
43.7K
$2.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.9K+ 3165.0% |
$168K - $203K
|
1.96K
$106K
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.89K+ 385.71% |
$168K - $202K
|
2.38K
$129K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.88K+ 45.2% |
$167K - $200K
|
6.03K
$326K
|
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.86K+ 0.78% |
$165K - $198K
|
241K
$13M
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
1.83K+ 7.1% |
$162K - $195K
|
27.5K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.81K+ 71.32% |
$160K - $193K
|
4.35K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.81K+ 55.79% |
$160K - $193K
|
5.05K
$273K
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.76K+ 15.29% |
$156K - $188K
|
13.3K
$718K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
1.76K+ 14.98% |
$156K - $187K
|
13.5K
$727K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.73K+ 2.55% |
$154K - $185K
|
69.8K
$3.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.72K+ 2.72% |
$153K - $184K
|
65.1K
$3.52M
|
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
BUY
|
- |
1.71K+ 0.58% |
$152K - $183K
|
298K
$16.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.71K+ 1.95% |
$152K - $182K
|
89.3K
$4.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.71K+ 30.74% |
$152K - $182K
|
7.27K
$393K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.71K+ 6.69% |
$151K - $182K
|
27.2K
$1.47M
|