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 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
254+ 4.07% |
$22.5K - $27.1K
|
6.5K
$367K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
251+ 10.16% |
$22.3K - $26.8K
|
2.72K
$154K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
250+ 2.43% |
$22.2K - $26.7K
|
10.5K
$594K
|
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
250+ 2.2% |
$22.2K - $26.7K
|
11.6K
$657K
|
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
245+ 0.59% |
$21.7K - $26.1K
|
42K
$2.37M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
245+ 9.32% |
$21.7K - $26.1K
|
2.88K
$162K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
242New |
$21.5K - $25.8K
|
242
$13.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
241+ 8.84% |
$21.4K - $25.7K
|
2.97K
$168K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
241+ 6.09% |
$21.4K - $25.7K
|
4.2K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
239+ 0.18% |
$21.2K - $25.5K
|
131K
$7.41M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
238+ 1.79% |
$21.1K - $25.4K
|
13.6K
$766K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
236+ 8.2% |
$20.9K - $25.2K
|
3.12K
$176K
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
235+ 1.56% |
$20.8K - $25.1K
|
15.3K
$862K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
232+ 2.72% |
$20.6K - $24.7K
|
8.78K
$496K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
226+ 2.66% |
$20K - $24.1K
|
8.73K
$493K
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
225+ 1.53% |
$19.9K - $24K
|
14.9K
$842K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
225+ 0.34% |
$19.9K - $24K
|
67K
$3.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
223+ 14.28% |
$19.8K - $23.8K
|
1.79K
$101K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
221+ 9.24% |
$19.6K - $23.6K
|
2.61K
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
218+ 4.01% |
$19.3K - $23.2K
|
5.65K
$319K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
216+ 8.48% |
$19.2K - $23K
|
2.76K
$156K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
215+ 5.91% |
$19.1K - $22.9K
|
3.85K
$218K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
215+ 2150.0% |
$19.1K - $22.9K
|
225
$12.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
213+ 1.76% |
$18.9K - $22.7K
|
12.3K
$697K
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
212+ 0.54% |
$18.8K - $22.6K
|
39.2K
$2.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
212+ 0.18% |
$18.8K - $22.6K
|
117K
$6.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
210+ 3.74% |
$18.6K - $22.4K
|
5.83K
$329K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
207+ 0.74% |
$18.4K - $22.1K
|
28.3K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
206+ 0.49% |
$18.3K - $22K
|
41.9K
$2.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
206+ 6.08% |
$18.3K - $22K
|
3.6K
$203K
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
205+ 0.43% |
$18.2K - $21.9K
|
47.9K
$2.71M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
203+ 1.56% |
$18K - $21.6K
|
13.2K
$745K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
200+ 0.85% |
$17.7K - $21.3K
|
23.8K
$1.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.24% |
$17.7K - $21.3K
|
83K
$4.69M
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 2.82% |
$17.7K - $21.3K
|
7.28K
$411K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$17.7K - $21.3K
|
200
$11.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
199+ 1.54% |
$17.6K - $21.2K
|
13.1K
$740K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
199+ 22.82% |
$17.6K - $21.2K
|
1.07K
$60.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
199+ 0.67% |
$17.6K - $21.2K
|
30K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
197+ 5.33% |
$17.5K - $21K
|
3.9K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
196+ 0.35% |
$17.4K - $20.9K
|
56.1K
$3.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
196+ 0.97% |
$17.4K - $20.9K
|
20.3K
$1.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
BUY
|
- |
190+ 0.32% |
$16.8K - $20.3K
|
59.8K
$3.38M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
187+ 1.42% |
$16.6K - $19.9K
|
13.4K
$757K
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
186+ 4.86% |
$16.5K - $19.8K
|
4.02K
$227K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
183+ 2.83% |
$16.2K - $19.5K
|
6.65K
$376K
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
180+ 1.18% |
$16K - $19.2K
|
15.5K
$873K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
178New |
$15.8K - $19K
|
178
$10.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
176+ 10.62% |
$15.6K - $18.8K
|
1.83K
$104K
|
|
|
Feb 14, 2024
Q2 2022
|
Kbc Group Nv
|
BUY
|
- |
176+ 0.02% |
$15.6K - $18.8K
|
887K
$50.1M
|