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 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.24K+ 0.21% |
$110K - $132K
|
583K
$32.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.24K+ 11.29% |
$110K - $132K
|
12.2K
$688K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.24K+ 42.78% |
$109K - $132K
|
4.12K
$233K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.23K+ 24.96% |
$109K - $131K
|
6.17K
$348K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.21K+ 30.18% |
$108K - $129K
|
5.24K
$296K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.21K+ 6.9% |
$107K - $129K
|
18.8K
$1.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 3.78% |
$107K - $128K
|
33K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.2K+ 2.42% |
$106K - $128K
|
50.9K
$2.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.2K+ 7.96% |
$106K - $127K
|
16.2K
$915K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.19K+ 5.9% |
$106K - $127K
|
21.4K
$1.21M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.19K+ 6.21% |
$105K - $127K
|
20.3K
$1.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.18K+ 43.9% |
$104K - $126K
|
3.86K
$218K
|
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.17K+ 0.34% |
$103K - $124K
|
342K
$19.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.16K+ 0.98% |
$103K - $124K
|
120K
$6.76M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.16K+ 14.34% |
$103K - $124K
|
9.25K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.16K+ 3.64% |
$103K - $124K
|
33.1K
$1.87M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
1.15K+ 2.31% |
$102K - $122K
|
50.7K
$2.86M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.14K+ 1.08% |
$101K - $122K
|
107K
$6.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
1.14K+ 6.16% |
$101K - $122K
|
19.7K
$1.11M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 6.48% |
$100K - $121K
|
18.6K
$1.05M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.13K+ 15.57% |
$99.8K - $120K
|
8.36K
$472K
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.12K+ 56.31% |
$99.7K - $120K
|
3.12K
$176K
|
|
|
Jul 13, 2022
Q2 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.12K+ 0.37% |
$98.9K - $119K
|
306K
$17.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.1K+ 1.31% |
$97.7K - $118K
|
85.1K
$4.81M
|
|
|
Jul 20, 2022
Q2 2022
|
Garland Capital Management Inc
|
BUY
|
- |
1.1K+ 1.92% |
$97.5K - $117K
|
58.3K
$3.29M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1K+ 4.26% |
$97.3K - $117K
|
26.9K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.09K+ 54.19% |
$96.8K - $116K
|
3.11K
$175K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.08K+ 9.89% |
$95.7K - $115K
|
12K
$677K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.07K+ 0.75% |
$95K - $114K
|
143K
$8.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.07K+ 38.96% |
$95K - $114K
|
3.82K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 2.06% |
$92.8K - $112K
|
52K
$2.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.05K+ 272.14% |
$92.6K - $111K
|
1.43K
$80.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.04K+ 4.06% |
$92.2K - $111K
|
26.7K
$1.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.03K+ 43.07% |
$91.2K - $110K
|
3.42K
$193K
|
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 16.34% |
$91.1K - $110K
|
7.31K
$413K
|
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.03K+ 16.34% |
$91.1K - $110K
|
7.31K
$413K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.02K+ 1.33% |
$90.8K - $109K
|
77.9K
$4.4M
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.02K+ 24.75% |
$90.5K - $109K
|
5.15K
$291K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 4.3% |
$90.3K - $109K
|
24.7K
$1.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 4.03% |
$89.4K - $107K
|
26K
$1.47M
|
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1K+ 3.77% |
$88.7K - $107K
|
27.6K
$1.56M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1K+ 32.06% |
$88.7K - $107K
|
4.12K
$233K
|
|
|
Jul 29, 2022
Q2 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1K+ 40.02% |
$88.7K - $107K
|
3.5K
$198K
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
974+ 5.2% |
$86.4K - $104K
|
19.7K
$1.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
973+ 4.17% |
$86.3K - $104K
|
24.3K
$1.37M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
967+ 8.33% |
$85.7K - $103K
|
12.6K
$710K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
964+ 3.52% |
$85.5K - $103K
|
28.3K
$1.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
949+ 16.9% |
$84.1K - $101K
|
6.56K
$371K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
949+ 4.99% |
$84.1K - $101K
|
20K
$1.13M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
945+ 2.58% |
$83.8K - $101K
|
37.6K
$2.12M
|