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 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
54+ 28.57% |
$4.79K - $5.76K
|
243
$13.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
BUY
|
- |
54+ 0.13% |
$4.79K - $5.76K
|
41.4K
$2.34M
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
53+ 0.54% |
$4.7K - $5.65K
|
9.94K
$561K
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
52+ 0.05% |
$4.61K - $5.55K
|
113K
$6.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52+ 0.97% |
$4.61K - $5.55K
|
5.4K
$305K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
52+ 1.32% |
$4.61K - $5.55K
|
3.98K
$225K
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
51+ 0.5% |
$4.52K - $5.44K
|
10.3K
$583K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
51+ 0.59% |
$4.52K - $5.44K
|
8.74K
$494K
|
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
50+ 0.58% |
$4.43K - $5.33K
|
8.63K
$487K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
50+ 0.04% |
$4.43K - $5.33K
|
112K
$6.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
50+ 1.26% |
$4.43K - $5.33K
|
4.03K
$227K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
50+ 0.14% |
$4.43K - $5.33K
|
36.8K
$2.08M
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
50+ 1.38% |
$4.43K - $5.33K
|
3.66K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
49+ 1.1% |
$4.34K - $5.23K
|
4.5K
$254K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
48+ 1.29% |
$4.26K - $5.12K
|
3.76K
$213K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
47+ 0.87% |
$4.17K - $5.01K
|
5.45K
$308K
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
45+ 0.28% |
$3.99K - $4.8K
|
16.2K
$917K
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
44+ 1.53% |
$3.9K - $4.69K
|
2.91K
$164K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
43+ 0.51% |
$3.81K - $4.59K
|
8.53K
$482K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
41+ 1.18% |
$3.64K - $4.37K
|
3.53K
$199K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
40+ 1.5% |
$3.55K - $4.27K
|
2.71K
$153K
|
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
40+ 0.19% |
$3.55K - $4.27K
|
20.6K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
39+ 0.11% |
$3.46K - $4.16K
|
37.1K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
38+ 0.08% |
$3.37K - $4.05K
|
45.2K
$2.55M
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 1.34% |
$3.37K - $4.05K
|
2.87K
$162K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
37+ 0.35% |
$3.28K - $3.95K
|
10.6K
$601K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
37+ 0.41% |
$3.28K - $3.95K
|
9.02K
$509K
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
37+ 1.09% |
$3.28K - $3.95K
|
3.43K
$194K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
36New |
$3.19K - $3.84K
|
36
$2.03K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
34+ 1.31% |
$3.01K - $3.63K
|
2.63K
$149K
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
34+ 0.22% |
$3.01K - $3.63K
|
15.5K
$873K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
33+ 86.84% |
$2.93K - $3.52K
|
71
$4.01K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
32+ 0.7% |
$2.84K - $3.41K
|
4.62K
$261K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 11.9% |
$2.84K - $3.41K
|
301
$17K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
30+ 0.29% |
$2.66K - $3.2K
|
10.5K
$593K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.69% |
$2.66K - $3.2K
|
4.4K
$249K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
29+ 0.23% |
$2.57K - $3.09K
|
12.9K
$727K
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
29+ 1.0% |
$2.57K - $3.09K
|
2.93K
$166K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 0.89% |
$2.39K - $2.88K
|
3.05K
$172K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
25+ 0.12% |
$2.22K - $2.67K
|
20.2K
$1.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
25+ 0.1% |
$2.22K - $2.67K
|
25.3K
$1.43M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 22.12% |
$2.22K - $2.67K
|
138
$7.79K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
23+ 0.92% |
$2.04K - $2.45K
|
2.51K
$142K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
22+ 0.55% |
$1.95K - $2.35K
|
4K
$226K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
22+ 0.83% |
$1.95K - $2.35K
|
2.68K
$151K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
22+ 0.36% |
$1.95K - $2.35K
|
6.14K
$347K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
20+ 0.52% |
$1.77K - $2.13K
|
3.9K
$220K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
19+ 0.42% |
$1.68K - $2.03K
|
4.56K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19+ 0.09% |
$1.68K - $2.03K
|
20.7K
$1.17M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
18+ 0.29% |
$1.6K - $1.92K
|
6.21K
$351K
|