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
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-39- 1.24% |
$3.46K - $4.16K
|
3.1K
$175K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-40- 0.13% |
$3.55K - $4.27K
|
29.7K
$1.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-40- 1.48% |
$3.55K - $4.27K
|
2.66K
$150K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-40Closed |
$3.55K - $4.27K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-42- 1.74% |
$3.72K - $4.48K
|
2.37K
$134K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-44- 0.83% |
$3.9K - $4.69K
|
5.25K
$297K
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-44- 0.69% |
$3.9K - $4.69K
|
6.36K
$359K
|
|
|
Jul 27, 2022
Q2 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-45- 0.07% |
$3.99K - $4.8K
|
65.2K
$3.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-45- 0.28% |
$3.99K - $4.8K
|
16.2K
$918K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-46- 9.07% |
$4.08K - $4.91K
|
461
$26K
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-48- 0.29% |
$4.26K - $5.12K
|
16.6K
$936K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-49- 0.51% |
$4.34K - $5.23K
|
9.56K
$540K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-49- 2.65% |
$4.34K - $5.23K
|
1.8K
$101K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-50- 1.01% |
$4.43K - $5.33K
|
4.93K
$278K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-50- 1.06% |
$4.43K - $5.33K
|
4.68K
$265K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 1.34% |
$4.43K - $5.33K
|
3.68K
$208K
|
|
|
Oct 19, 2023
Q2 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-50- 0.07% |
$4.43K - $5.33K
|
72.2K
$4.08M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-51- 1.06% |
$4.52K - $5.44K
|
4.75K
$269K
|
|
|
Aug 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-51- 0.6% |
$4.52K - $5.44K
|
8.49K
$479K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-52- 1.09% |
$4.61K - $5.55K
|
4.7K
$266K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-56- 5.83% |
$4.96K - $5.97K
|
905
$51.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-57- 5.62% |
$5.05K - $6.08K
|
957
$54.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-58- 0.52% |
$5.14K - $6.19K
|
11.1K
$629K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-59- 0.49% |
$5.23K - $6.29K
|
12K
$680K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-60- 1.0% |
$5.32K - $6.4K
|
5.97K
$337K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-61- 2.71% |
$5.41K - $6.51K
|
2.19K
$124K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-63- 0.73% |
$5.59K - $6.72K
|
8.61K
$486K
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-63- 0.29% |
$5.59K - $6.72K
|
21.7K
$1.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-67- 0.84% |
$5.94K - $7.14K
|
7.93K
$448K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-68- 0.49% |
$6.03K - $7.25K
|
13.7K
$775K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-69- 2.56% |
$6.12K - $7.36K
|
2.63K
$149K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-69- 0.9% |
$6.12K - $7.36K
|
7.63K
$431K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-72- 0.57% |
$6.38K - $7.68K
|
12.6K
$712K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-73- 84.88% |
$6.47K - $7.78K
|
13
$734
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-74- 1.04% |
$6.56K - $7.89K
|
7.04K
$398K
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-75- 0.94% |
$6.65K - $8K
|
7.88K
$445K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-75- 4.12% |
$6.65K - $8K
|
1.74K
$98.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-75- 1.45% |
$6.65K - $8K
|
5.1K
$288K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-76- 2.43% |
$6.74K - $8.1K
|
3.06K
$173K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-77- 1.26% |
$6.83K - $8.21K
|
6.05K
$342K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-78- 0.68% |
$6.92K - $8.32K
|
11.3K
$640K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-79- 0.41% |
$7K - $8.42K
|
19.1K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-79Closed |
$7K - $8.42K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-82- 2.99% |
$7.27K - $8.74K
|
2.66K
$150K
|
|
|
Aug 15, 2022
Q2 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-83- 0.32% |
$7.36K - $8.85K
|
26.1K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-86- 2.73% |
$7.62K - $9.17K
|
3.06K
$173K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-87- 3.29% |
$7.71K - $9.28K
|
2.56K
$144K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-87- 55.77% |
$7.71K - $9.28K
|
69
$3.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-89- 3.16% |
$7.89K - $9.49K
|
2.73K
$154K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-91- 0.68% |
$8.07K - $9.7K
|
13.2K
$746K
|