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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
940+ 18.42% |
$83.3K - $100K
|
6.04K
$341K
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
924+ 34.99% |
$81.9K - $98.5K
|
3.57K
$201K
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
920+ 22.17% |
$81.6K - $98.1K
|
5.07K
$286K
|
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
918+ 0.76% |
$81.4K - $97.9K
|
121K
$6.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
918+ 0.6% |
$81.4K - $97.9K
|
153K
$8.65M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
912New |
$80.9K - $97.3K
|
912
$51.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
911+ 0.71% |
$80.8K - $97.1K
|
130K
$7.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
900+ 0.76% |
$79.8K - $96K
|
120K
$6.78M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
900+ 33.54% |
$79.8K - $96K
|
3.58K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
900+ 23.23% |
$79.8K - $96K
|
4.78K
$270K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
891+ 1.04% |
$79K - $95K
|
86.7K
$4.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
889+ 30.7% |
$78.8K - $94.8K
|
3.79K
$214K
|
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
882+ 9.72% |
$78.2K - $94.1K
|
9.95K
$562K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
882+ 0.76% |
$78.2K - $94.1K
|
117K
$6.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
880+ 0.76% |
$78K - $93.8K
|
116K
$6.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
869+ 7.99% |
$77K - $92.7K
|
11.7K
$663K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
867+ 4.0% |
$76.9K - $92.5K
|
22.5K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
863+ 4.35% |
$76.5K - $92K
|
20.7K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
862+ 4.84% |
$76.4K - $91.9K
|
18.7K
$1.06M
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
857+ 1.97% |
$76K - $91.4K
|
44.4K
$2.51M
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
846+ 40.83% |
$75K - $90.2K
|
2.92K
$165K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
845+ 4.46% |
$74.9K - $90.1K
|
19.8K
$1.12M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
839+ 2.95% |
$74.4K - $89.5K
|
29.3K
$1.66M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
837+ 40.53% |
$74.2K - $89.3K
|
2.9K
$164K
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Group Foundation
|
BUY
|
- |
825+ 2.25% |
$73.1K - $88K
|
37.4K
$2.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
824+ 15.02% |
$73.1K - $87.9K
|
6.31K
$356K
|
|
|
Aug 12, 2022
Q2 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
821+ 0.21% |
$72.8K - $87.6K
|
399K
$22.5M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
821+ 22.76% |
$72.8K - $87.6K
|
4.43K
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
819+ 7.35% |
$72.6K - $87.3K
|
12K
$676K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
797+ 2.1% |
$70.7K - $85K
|
38.8K
$2.19M
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
792+ 3.3% |
$70.2K - $84.5K
|
24.8K
$1.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
786+ 0.66% |
$69.7K - $83.8K
|
120K
$6.79M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
783+ 0.53% |
$69.4K - $83.5K
|
149K
$8.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
780+ 2.0% |
$69.2K - $83.2K
|
39.7K
$2.24M
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
775+ 2.8% |
$68.7K - $82.6K
|
28.4K
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
775+ 34.26% |
$68.7K - $82.6K
|
3.04K
$172K
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
772+ 1.98% |
$68.4K - $82.3K
|
39.9K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
768+ 14.92% |
$68.1K - $81.9K
|
5.91K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
765+ 1.26% |
$67.8K - $81.6K
|
61.6K
$3.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
763+ 0.73% |
$67.6K - $81.4K
|
105K
$5.95M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
759+ 3.14% |
$67.3K - $80.9K
|
24.9K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
750+ 3.94% |
$66.5K - $80K
|
19.8K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
750+ 1.1% |
$66.5K - $80K
|
69.1K
$3.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
749+ 4.51% |
$66.4K - $79.9K
|
17.4K
$980K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
749+ 7.5% |
$66.4K - $79.9K
|
10.7K
$606K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
748+ 1.17% |
$66.3K - $79.8K
|
64.6K
$3.65M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
739+ 20.44% |
$65.5K - $78.8K
|
4.36K
$246K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
735+ 1.1% |
$65.2K - $78.4K
|
67.3K
$3.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
729+ 28.92% |
$64.6K - $77.7K
|
3.25K
$184K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
729+ 0.64% |
$64.6K - $77.7K
|
115K
$6.49M
|