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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q2 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
18+ 0.57% |
$1.6K - $1.92K
|
3.2K
$181K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
17+ 0.45% |
$1.51K - $1.81K
|
3.82K
$216K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
17+ 0.58% |
$1.51K - $1.81K
|
2.95K
$167K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
17+ 0.3% |
$1.51K - $1.81K
|
5.73K
$324K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.5% |
$1.51K - $1.81K
|
3.45K
$195K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
17+ 0.34% |
$1.51K - $1.81K
|
4.97K
$281K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 3.03% |
$1.51K - $1.81K
|
578
$32.6K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
17+ 0.54% |
$1.51K - $1.81K
|
3.16K
$178K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
16+ 1.56% |
$1.42K - $1.71K
|
1.04K
$58.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16+ 0.36% |
$1.42K - $1.71K
|
4.46K
$252K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 0.38% |
$1.33K - $1.6K
|
3.94K
$222K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 0.37% |
$1.33K - $1.6K
|
4.08K
$230K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15+ 0.22% |
$1.33K - $1.6K
|
6.9K
$390K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$1.33K - $1.6K
|
15
$847
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
15+ 6.22% |
$1.33K - $1.6K
|
256
$14.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15+ 0.15% |
$1.33K - $1.6K
|
9.82K
$555K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15+ 0.22% |
$1.33K - $1.6K
|
6.9K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
14+ 0.41% |
$1.24K - $1.49K
|
3.44K
$194K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
13+ 0.08% |
$1.15K - $1.39K
|
16K
$902K
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13+ 0.33% |
$1.15K - $1.39K
|
4K
$226K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 14.29% |
$1.06K - $1.28K
|
96
$5.42K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
10+ 0.03% |
$887 - $1.07K
|
30.3K
$1.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
10New |
$887 - $1.07K
|
10
$565
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.39% |
$798 - $960
|
2.32K
$131K
|
|
|
Jul 19, 2022
Q2 2022
|
Broderick Brian C
|
BUY
|
- |
9+ 0.01% |
$798 - $960
|
63.3K
$3.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
9+ 0.01% |
$798 - $960
|
111K
$6.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$798 - $960
|
9
$508
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
9+ 0.42% |
$798 - $960
|
2.16K
$122K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.29% |
$798 - $960
|
3.14K
$177K
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9+ 0.14% |
$798 - $960
|
6.56K
$370K
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
8+ 0.23% |
$709 - $853
|
3.47K
$196K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.44% |
$709 - $853
|
1.82K
$103K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.11% |
$621 - $746
|
6.55K
$370K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
7+ 0.17% |
$621 - $746
|
4.16K
$235K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.17% |
$621 - $746
|
4.19K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.23% |
$621 - $746
|
2.99K
$169K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.41% |
$532 - $640
|
1.46K
$82.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6+ 0.05% |
$532 - $640
|
12.8K
$724K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 0.19% |
$443 - $533
|
2.59K
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.07% |
$443 - $533
|
6.7K
$378K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.09% |
$443 - $533
|
5.6K
$316K
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
4+ 0.04% |
$355 - $427
|
10.8K
$607K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 0.32% |
$355 - $427
|
1.25K
$70.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$355 - $427
|
4.79K
$271K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4+ 0.04% |
$355 - $427
|
9.55K
$540K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3+ 0.1% |
$266 - $320
|
3.1K
$175K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 23.08% |
$266 - $320
|
16
$904
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.56% |
$266 - $320
|
537
$30.3K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.09% |
$266 - $320
|
3.41K
$193K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.09% |
$266 - $320
|
3.24K
$183K
|