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 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
372+ 7.39% |
$33K - $39.7K
|
5.41K
$292K
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
371+ 6.07% |
$32.9K - $39.6K
|
6.48K
$350K
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
369+ 0.75% |
$32.7K - $39.4K
|
49.8K
$2.69M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
367New |
$32.5K - $39.1K
|
367
$19.8K
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
BUY
|
- |
362+ 8.96% |
$32.1K - $38.6K
|
4.4K
$238K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
361+ 6.57% |
$32K - $38.5K
|
5.85K
$316K
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
360+ 0.34% |
$31.9K - $38.4K
|
106K
$5.75M
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
357+ 11.95% |
$31.7K - $38.1K
|
3.34K
$181K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
345+ 5.28% |
$30.6K - $36.8K
|
6.88K
$372K
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
345+ 2.39% |
$30.6K - $36.8K
|
14.8K
$798K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
344+ 0.89% |
$30.5K - $36.7K
|
39.1K
$2.11M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
341+ 8.58% |
$30.2K - $36.4K
|
4.32K
$233K
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
338+ 3.96% |
$30K - $36K
|
8.87K
$479K
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
337+ 9.23% |
$29.9K - $35.9K
|
3.99K
$215K
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
BUY
|
- |
335+ 0.49% |
$29.7K - $35.7K
|
69.3K
$3.74M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
333+ 3.94% |
$29.5K - $35.5K
|
8.8K
$475K
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
332+ 1.96% |
$29.4K - $35.4K
|
17.3K
$932K
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
330+ 0.78% |
$29.3K - $35.2K
|
42.4K
$2.29M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
328+ 5.06% |
$29.1K - $35K
|
6.81K
$368K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
324+ 2.73% |
$28.7K - $34.6K
|
12.2K
$658K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
318+ 6.21% |
$28.2K - $33.9K
|
5.44K
$294K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
317+ 0.87% |
$28.1K - $33.8K
|
36.6K
$1.98M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
315+ 2.61% |
$27.9K - $33.6K
|
12.4K
$669K
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
315+ 9.88% |
$27.9K - $33.6K
|
3.5K
$189K
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
312+ 0.93% |
$27.7K - $33.3K
|
33.8K
$1.82M
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
311+ 2.87% |
$27.6K - $33.2K
|
11.1K
$602K
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 8.11% |
$26.6K - $32K
|
4K
$216K
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
300+ 1.35% |
$26.6K - $32K
|
22.6K
$1.22M
|
|
Aug 02, 2022
Q2 2022
|
Alta Capital Management LLC
|
BUY
|
- |
297+ 0.98% |
$26.3K - $31.7K
|
30.7K
$1.66M
|
|
Jul 06, 2022
Q2 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
295+ 0.07% |
$26.2K - $31.5K
|
396K
$21.4M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
291+ 7.46% |
$25.8K - $31K
|
4.19K
$226K
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
290+ 9.04% |
$25.7K - $30.9K
|
3.5K
$189K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
287+ 1.07% |
$25.4K - $30.6K
|
27.2K
$1.47M
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
286+ 0.21% |
$25.4K - $30.5K
|
135K
$7.29M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
278+ 0.93% |
$24.6K - $29.6K
|
30.1K
$1.63M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
276+ 5.15% |
$24.5K - $29.4K
|
5.64K
$304K
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
275+ 2.1% |
$24.4K - $29.3K
|
13.4K
$722K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
274+ 4.7% |
$24.3K - $29.2K
|
6.11K
$330K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
270+ 6.65% |
$23.9K - $28.8K
|
4.33K
$234K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
269+ 6.33% |
$23.8K - $28.7K
|
4.52K
$244K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
268+ 10.56% |
$23.8K - $28.6K
|
2.81K
$152K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
268+ 0.75% |
$23.8K - $28.6K
|
36.1K
$1.95M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
267+ 0.85% |
$23.7K - $28.5K
|
31.6K
$1.71M
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
266+ 0.6% |
$23.6K - $28.4K
|
44.9K
$2.42M
|
|
Jul 19, 2022
Q2 2022
|
Page Arthur B
|
BUY
|
- |
265+ 2.11% |
$23.5K - $28.3K
|
12.8K
$693K
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
264+ 7.34% |
$23.4K - $28.2K
|
3.86K
$209K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
262+ 1.92% |
$23.2K - $27.9K
|
13.9K
$751K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
260+ 1.04% |
$23.1K - $27.7K
|
25.3K
$1.37M
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
260+ 3.6% |
$23.1K - $27.7K
|
7.48K
$404K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
258New |
$22.9K - $27.5K
|
258
$13.9K
|