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 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
724+ 0.59% |
$64.2K - $77.2K
|
123K
$6.63M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
724+ 1.79% |
$64.2K - $77.2K
|
41.1K
$2.22M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
721+ 9.14% |
$63.9K - $76.9K
|
8.61K
$465K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
718+ 0.85% |
$63.7K - $76.6K
|
85K
$4.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
716+ 22.81% |
$63.5K - $76.4K
|
3.86K
$208K
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
706+ 0.89% |
$62.6K - $75.3K
|
80.5K
$4.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
691+ 15.42% |
$61.3K - $73.7K
|
5.17K
$279K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
689+ 1.17% |
$61.1K - $73.5K
|
59.5K
$3.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
686+ 3.28% |
$60.8K - $73.2K
|
21.6K
$1.17M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
675+ 15.03% |
$59.8K - $72K
|
5.17K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
673+ 17.84% |
$59.7K - $71.8K
|
4.45K
$240K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
661+ 11.25% |
$58.6K - $70.5K
|
6.54K
$353K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
661+ 9.87% |
$58.6K - $70.5K
|
7.36K
$397K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
657+ 3.04% |
$58.2K - $70.1K
|
22.3K
$1.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
655+ 1.32% |
$58.1K - $69.8K
|
50.3K
$2.72M
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
652+ 12.08% |
$57.8K - $69.5K
|
6.05K
$327K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
637+ 9.22% |
$56.5K - $67.9K
|
7.54K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
633+ 20.61% |
$56.1K - $67.5K
|
3.7K
$200K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
632+ 3.31% |
$56K - $67.4K
|
19.7K
$1.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
627+ 36.31% |
$55.6K - $66.9K
|
2.35K
$127K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
623+ 90.95% |
$55.2K - $66.4K
|
1.31K
$70.6K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
621+ 16.91% |
$55.1K - $66.2K
|
4.29K
$232K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
609+ 19.26% |
$54K - $64.9K
|
3.77K
$204K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
608+ 5.08% |
$53.9K - $64.8K
|
12.6K
$679K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
607+ 18.59% |
$53.8K - $64.7K
|
3.87K
$209K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
607+ 1.66% |
$53.8K - $64.7K
|
37.1K
$2M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
606+ 2.02% |
$53.7K - $64.6K
|
30.6K
$1.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
605+ 366.67% |
$53.6K - $64.5K
|
770
$41.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
604+ 11.41% |
$53.6K - $64.4K
|
5.9K
$318K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
603+ 5.17% |
$53.5K - $64.3K
|
12.3K
$663K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
600+ 12.56% |
$53.2K - $64K
|
5.38K
$290K
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
600+ 23.28% |
$53.2K - $64K
|
3.18K
$172K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
594+ 1.41% |
$52.7K - $63.3K
|
42.6K
$2.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
587+ 9.45% |
$52K - $62.6K
|
6.8K
$367K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
582+ 2.9% |
$51.6K - $62.1K
|
20.7K
$1.12M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
576+ 25.43% |
$51.1K - $61.4K
|
2.84K
$153K
|
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
575+ 3.24% |
$51K - $61.3K
|
18.3K
$988K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
575+ 10.8% |
$51K - $61.3K
|
5.9K
$319K
|
|
|
Jul 15, 2022
Q2 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
571+ 1.31% |
$50.6K - $60.9K
|
44.1K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
560+ 1.57% |
$49.6K - $59.7K
|
36.3K
$1.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
560+ 17.14% |
$49.6K - $59.7K
|
3.83K
$207K
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
559+ 9.81% |
$49.6K - $59.6K
|
6.26K
$338K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
555+ 1.92% |
$49.2K - $59.2K
|
29.5K
$1.59M
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
553+ 10.06% |
$49K - $59K
|
6.05K
$327K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
550+ 135.14% |
$48.8K - $58.7K
|
957
$51.7K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
549+ 1.83% |
$48.7K - $58.5K
|
30.6K
$1.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
541+ 4.42% |
$48K - $57.7K
|
12.8K
$691K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
540+ 1.82% |
$47.9K - $57.6K
|
30.2K
$1.63M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
533+ 3.37% |
$47.3K - $56.8K
|
16.4K
$883K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
529+ 23.46% |
$46.9K - $56.4K
|
2.78K
$150K
|