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
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.31% |
$266 - $320
|
977
$55.2K
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3+ 0.08% |
$266 - $320
|
3.63K
$205K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.02% |
$177 - $213
|
10.8K
$609K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$177 - $213
|
2.94K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.42% |
$177 - $213
|
476
$26.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.08% |
$177 - $213
|
2.62K
$148K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.15% |
$177 - $213
|
1.35K
$76K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$88.7 - $107
|
385
$21.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 1.45% |
$88.7 - $107
|
70
$3.95K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$88.7 - $107
|
19.8K
$1.12M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$88.7 - $107
|
1.09K
$61.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.23% |
$88.7 - $107
|
82
$4.63K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$88.7 - $107
|
2.24K
$126K
|
|
|
Aug 01, 2022
Q2 2022
|
Lipe & Dalton
|
BUY
|
- |
1+ 0.01% |
$88.7 - $107
|
15.7K
$885K
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$88.7 - $107
|
9.84K
$555K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 0.39% |
$88.7 - $107
|
260
$14.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.04% |
$88.7 - $107
|
2.67K
$151K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
1+ 0.0% |
$88.7 - $107
|
30.1K
$1.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.52% |
$88.7 - $107
|
194
$11K
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$88.7 - $107
|
6.42K
$362K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.03% |
$88.7 - $107
|
3.18K
$180K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.0% |
$88.7 - $107
|
20.4K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$88.7 - $107
|
1
$56.5
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.1% |
$88.7 - $107
|
1K
$56.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1- 0.02% |
$88.7 - $107
|
5.4K
$305K
|
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2- 0.03% |
$177 - $213
|
6.06K
$342K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3- 0.07% |
$266 - $320
|
4.08K
$230K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-3- 0.13% |
$266 - $320
|
2.26K
$128K
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-4- 0.17% |
$355 - $427
|
2.37K
$134K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4- 1.29% |
$355 - $427
|
305
$17.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5Closed |
$443 - $533
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-6- 0.13% |
$532 - $640
|
4.76K
$269K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-7- 0.21% |
$621 - $746
|
3.29K
$186K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-8- 0.31% |
$709 - $853
|
2.57K
$145K
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-8- 0.1% |
$709 - $853
|
7.77K
$439K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8- 0.21% |
$709 - $853
|
3.88K
$219K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-9- 0.3% |
$798 - $960
|
3.03K
$171K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.09% |
$887 - $1.07K
|
10.8K
$608K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10- 0.11% |
$887 - $1.07K
|
9.04K
$511K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-11- 0.18% |
$975 - $1.17K
|
6.25K
$353K
|
|
|
Jul 22, 2022
Q2 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-11- 0.1% |
$975 - $1.17K
|
11K
$624K
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-11- 7.38% |
$975 - $1.17K
|
138
$7.79K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 0.44% |
$1.06K - $1.28K
|
2.7K
$152K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-12- 0.44% |
$1.06K - $1.28K
|
2.7K
$152K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-13- 0.42% |
$1.15K - $1.39K
|
3.07K
$173K
|
|
|
Aug 15, 2022
Q2 2022
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-13- 0.44% |
$1.15K - $1.39K
|
2.96K
$167K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 0.59% |
$1.15K - $1.39K
|
2.18K
$123K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 0.36% |
$1.33K - $1.6K
|
4.18K
$236K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16Closed |
$1.42K - $1.71K
|
0
$0
|