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 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
168+ 2.73% |
$14.9K - $17.9K
|
6.33K
$342K
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
168+ 4.3% |
$14.9K - $17.9K
|
4.07K
$220K
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
167+ 1.73% |
$14.8K - $17.8K
|
9.83K
$531K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
166+ 2.37% |
$14.7K - $17.7K
|
7.18K
$388K
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
165+ 5.85% |
$14.6K - $17.6K
|
2.98K
$161K
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
165+ 7.94% |
$14.6K - $17.6K
|
2.24K
$121K
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
165+ 0.73% |
$14.6K - $17.6K
|
22.7K
$1.22M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
158+ 1.84% |
$14K - $16.8K
|
8.75K
$472K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
158+ 1.84% |
$14K - $16.8K
|
8.75K
$472K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
152+ 60.08% |
$13.5K - $16.2K
|
405
$21.9K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 5.99% |
$13.3K - $16K
|
2.66K
$143K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
150New |
$13.3K - $16K
|
150
$8.1K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
150+ 2.33% |
$13.3K - $16K
|
6.6K
$356K
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
150+ 0.48% |
$13.3K - $16K
|
31.2K
$1.69M
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
150+ 5.99% |
$13.3K - $16K
|
2.66K
$143K
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
BUY
|
- |
149+ 2.2% |
$13.2K - $15.9K
|
6.92K
$374K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
146+ 3.53% |
$12.9K - $15.6K
|
4.29K
$231K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
145+ 0.55% |
$12.9K - $15.5K
|
26.6K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
140+ 0.33% |
$12.4K - $14.9K
|
43K
$2.32M
|
|
Jul 19, 2022
Q2 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
139+ 0.02% |
$12.3K - $14.8K
|
719K
$38.9M
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
139+ 2.57% |
$12.3K - $14.8K
|
5.54K
$299K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
138+ 7.07% |
$12.2K - $14.7K
|
2.09K
$113K
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
137+ 1.14% |
$12.1K - $14.6K
|
12.2K
$658K
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
136+ 2.03% |
$12.1K - $14.5K
|
6.83K
$369K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
129+ 2.02% |
$11.4K - $13.8K
|
6.5K
$351K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
129+ 4.23% |
$11.4K - $13.8K
|
3.18K
$172K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
129+ 0.45% |
$11.4K - $13.8K
|
28.6K
$1.54M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
124+ 1.21% |
$11K - $13.2K
|
10.4K
$562K
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
122+ 0.61% |
$10.8K - $13K
|
20.3K
$1.09M
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
122+ 1.02% |
$10.8K - $13K
|
12.1K
$652K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
122+ 1.0% |
$10.8K - $13K
|
12.4K
$667K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
121+ 19.15% |
$10.7K - $12.9K
|
753
$40.7K
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
120+ 1.11% |
$10.6K - $12.8K
|
11K
$592K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
119+ 1.62% |
$10.6K - $12.7K
|
7.47K
$404K
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
119+ 3.27% |
$10.6K - $12.7K
|
3.75K
$203K
|
|
Sep 14, 2022
Q2 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
119+ 5.39% |
$10.6K - $12.7K
|
2.33K
$126K
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
118+ 0.3% |
$10.5K - $12.6K
|
38.9K
$2.1M
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
117+ 0.2% |
$10.4K - $12.5K
|
58K
$3.13M
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
117+ 0.57% |
$10.4K - $12.5K
|
20.8K
$1.12M
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
115+ 5750.0% |
$10.2K - $12.3K
|
117
$6.32K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
115+ 1.74% |
$10.2K - $12.3K
|
6.71K
$363K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
115+ 0.62% |
$10.2K - $12.3K
|
18.7K
$1.01M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
114+ 8.09% |
$10.1K - $12.2K
|
1.52K
$82.3K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
114+ 28.64% |
$10.1K - $12.2K
|
512
$27.7K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
112+ 3.01% |
$9.93K - $11.9K
|
3.84K
$207K
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
111+ 0.52% |
$9.84K - $11.8K
|
21.3K
$1.15M
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
BUY
|
- |
110+ 2.13% |
$9.75K - $11.7K
|
5.29K
$285K
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
110+ 2.27% |
$9.75K - $11.7K
|
4.96K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
110+ 0.93% |
$9.75K - $11.7K
|
12K
$647K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
110+ 6.06% |
$9.75K - $11.7K
|
1.93K
$104K
|