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 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
108+ 1.2% |
$9.58K - $11.5K
|
9.08K
$513K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
106+ 1.11% |
$9.4K - $11.3K
|
9.62K
$543K
|
|
|
Jul 14, 2022
Q2 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
105+ 3.03% |
$9.31K - $11.2K
|
3.57K
$202K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
105+ 1.58% |
$9.31K - $11.2K
|
6.77K
$382K
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
104+ 1.75% |
$9.22K - $11.1K
|
6.04K
$341K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
102+ 6.33% |
$9.04K - $10.9K
|
1.71K
$96.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$9.04K - $10.9K
|
102
$5.76K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
102+ 0.25% |
$9.04K - $10.9K
|
41K
$2.32M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
101+ 1.55% |
$8.95K - $10.8K
|
6.61K
$373K
|
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
101+ 0.49% |
$8.95K - $10.8K
|
20.9K
$1.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$8.87K - $10.7K
|
100
$5.65K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100+ 1.71% |
$8.87K - $10.7K
|
5.95K
$336K
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
99+ 0.66% |
$8.78K - $10.6K
|
15.1K
$850K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
99+ 3.36% |
$8.78K - $10.6K
|
3.05K
$172K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
98+ 0.05% |
$8.69K - $10.5K
|
191K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
98+ 1.54% |
$8.69K - $10.5K
|
6.46K
$365K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
97+ 48.99% |
$8.6K - $10.3K
|
295
$16.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
97+ 0.62% |
$8.6K - $10.3K
|
15.7K
$885K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
96+ 0.11% |
$8.51K - $10.2K
|
87.7K
$4.95M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
96+ 0.96% |
$8.51K - $10.2K
|
10.1K
$570K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
94+ 3.15% |
$8.33K - $10K
|
3.08K
$174K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
92+ 4.32% |
$8.16K - $9.81K
|
2.22K
$126K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
92+ 0.15% |
$8.16K - $9.81K
|
63.2K
$3.57M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
90+ 0.01% |
$7.98K - $9.6K
|
719K
$40.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
89New |
$7.89K - $9.49K
|
89
$5.03K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
84+ 0.68% |
$7.45K - $8.96K
|
12.4K
$701K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
80+ 1.99% |
$7.09K - $8.53K
|
4.1K
$231K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
80+ 0.75% |
$7.09K - $8.53K
|
10.8K
$609K
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
78+ 2.12% |
$6.92K - $8.32K
|
3.76K
$212K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
76+ 5.1% |
$6.74K - $8.1K
|
1.57K
$88.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
75+ 1.25% |
$6.65K - $8K
|
6.07K
$343K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
75+ 0.39% |
$6.65K - $8K
|
19.1K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
74+ 0.23% |
$6.56K - $7.89K
|
31.7K
$1.79M
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
74+ 0.35% |
$6.56K - $7.89K
|
21K
$1.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
73+ 0.13% |
$6.47K - $7.78K
|
54.7K
$3.09M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
71+ 1.91% |
$6.29K - $7.57K
|
3.78K
$214K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
70+ 0.43% |
$6.21K - $7.46K
|
16.5K
$929K
|
|
|
Dec 09, 2024
Q2 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
68+ 0.01% |
$6.03K - $7.25K
|
955K
$53.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
65+ 2.22% |
$5.76K - $6.93K
|
3K
$169K
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.2% |
$5.59K - $6.72K
|
30.8K
$1.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
62+ 1.64% |
$5.5K - $6.61K
|
3.85K
$217K
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
61New |
$5.41K - $6.51K
|
61
$3.45K
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.42% |
$5.23K - $6.29K
|
4.21K
$238K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
57+ 1.82% |
$5.05K - $6.08K
|
3.19K
$180K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
57+ 0.71% |
$5.05K - $6.08K
|
8.13K
$459K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
57+ 2.29% |
$5.05K - $6.08K
|
2.55K
$144K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
55+ 2.4% |
$4.88K - $5.87K
|
2.34K
$132K
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
54+ 0.02% |
$4.79K - $5.76K
|
299K
$16.9M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
54+ 2.03% |
$4.79K - $5.76K
|
2.72K
$153K
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
54+ 0.13% |
$4.79K - $5.76K
|
41.5K
$2.34M
|