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 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.44K+ 27.45% |
$394K - $473K
|
20.6K
$1.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.42K+ 6.52% |
$392K - $471K
|
72.2K
$4.08M
|
|
|
Aug 19, 2022
Q2 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.4KNew |
$390K - $469K
|
4.4K
$248K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.29K+ 4.21% |
$380K - $457K
|
106K
$5.99M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.27K+ 8.21% |
$378K - $455K
|
56.2K
$3.17M
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
4.26K+ 5.48% |
$378K - $454K
|
81.9K
$4.63M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.23K+ 9.99% |
$375K - $451K
|
46.5K
$2.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
4.08K+ 187.87% |
$361K - $435K
|
6.24K
$353K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.07K+ 70.71% |
$361K - $434K
|
9.83K
$555K
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
4.03K+ 10.97% |
$357K - $429K
|
40.7K
$2.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.97K+ 6.42% |
$352K - $423K
|
65.8K
$3.71M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
3.89K+ 545.65% |
$344K - $414K
|
4.6K
$260K
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 1.31% |
$342K - $412K
|
298K
$16.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
3.86K+ 0.81% |
$342K - $411K
|
480K
$27.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.84KNew |
$340K - $409K
|
3.84K
$217K
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.82K+ 0.57% |
$339K - $407K
|
672K
$37.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.8KNew |
$337K - $405K
|
3.8K
$215K
|
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.79K+ 87.32% |
$336K - $404K
|
8.14K
$460K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.78K+ 5.88% |
$335K - $404K
|
68.1K
$3.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 3.93% |
$334K - $402K
|
99.7K
$5.63M
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
3.77K+ 67.15% |
$334K - $402K
|
9.38K
$530K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.74K+ 37.55% |
$332K - $399K
|
13.7K
$774K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.73K+ 6.37% |
$330K - $397K
|
62.2K
$3.51M
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
3.71K+ 20.48% |
$329K - $395K
|
21.8K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.7K+ 0.21% |
$328K - $395K
|
1.8M
$102M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.69K+ 5.33% |
$327K - $393K
|
72.8K
$4.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.57KNew |
$317K - $381K
|
3.57K
$202K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.55KNew |
$315K - $379K
|
3.55K
$201K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.55K+ 6.88% |
$315K - $379K
|
55.2K
$3.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.5K+ 24.75% |
$310K - $373K
|
17.6K
$996K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.48K+ 71.36% |
$309K - $372K
|
8.37K
$473K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.47K+ 5.45% |
$308K - $370K
|
67.1K
$3.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
3.45K+ 126.14% |
$306K - $368K
|
6.19K
$349K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.44K+ 11.45% |
$305K - $367K
|
33.5K
$1.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.43K+ 5.85% |
$304K - $365K
|
62K
$3.5M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.41K+ 100.29% |
$302K - $364K
|
6.81K
$385K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.34K+ 9.45% |
$296K - $356K
|
38.7K
$2.18M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
3.29K+ 5.69% |
$291K - $350K
|
61.1K
$3.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
3.28KNew |
$290K - $349K
|
3.28K
$185K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.26K+ 19.92% |
$289K - $348K
|
19.6K
$1.11M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.26K+ 9.33% |
$289K - $347K
|
38.2K
$2.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3.25KNew |
$288K - $347K
|
3.25K
$184K
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.23KNew |
$286K - $344K
|
3.23K
$182K
|
|
|
Aug 12, 2022
Q2 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
3.18KNew |
$282K - $339K
|
3.18K
$180K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
3.18KNew |
$282K - $339K
|
3.18K
$179K
|
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 156.94% |
$280K - $336K
|
5.16K
$292K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
3.12K+ 7.09% |
$277K - $333K
|
47.1K
$2.66M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.12K+ 31.16% |
$276K - $332K
|
13.1K
$741K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.1KNew |
$275K - $330K
|
3.1K
$175K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.07KNew |
$272K - $327K
|
3.07K
$173K
|