Purchases and Sales Made in Q3 2022 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.66KNew |
$246K - $283K
|
2.66K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.63KNew |
$243K - $280K
|
2.63K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.6K+ 45.5% |
$241K - $277K
|
8.31K
$470K
|
|
|
Oct 19, 2023
Q3 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
2.59K+ 3.59% |
$240K - $276K
|
74.7K
$4.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.59K+ 5.74% |
$239K - $275K
|
47.7K
$2.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.58KNew |
$239K - $275K
|
2.58K
$146K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 2.09% |
$236K - $272K
|
125K
$7.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 12.51% |
$236K - $271K
|
22.9K
$1.29M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
2.54K+ 8.39% |
$235K - $270K
|
32.8K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.54K+ 7.89% |
$235K - $270K
|
34.6K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.53KNew |
$234K - $269K
|
2.53K
$143K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.52KNew |
$233K - $268K
|
2.52K
$142K
|
|
|
Oct 25, 2022
Q3 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
2.5K+ 5.43% |
$231K - $266K
|
48.5K
$2.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.49KNew |
$231K - $265K
|
2.49K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.47K+ 6.12% |
$229K - $263K
|
42.9K
$2.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.47KNew |
$228K - $263K
|
2.47K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.47K+ 6.06% |
$228K - $262K
|
43.2K
$2.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.46K+ 23.06% |
$228K - $262K
|
13.1K
$742K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.46K+ 2.62% |
$228K - $262K
|
96.2K
$5.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.45KNew |
$226K - $260K
|
2.45K
$138K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
2.44K+ 15.05% |
$226K - $260K
|
18.7K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.39KNew |
$221K - $255K
|
2.39K
$135K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.37K+ 0.96% |
$219K - $252K
|
249K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.36KNew |
$219K - $252K
|
2.36K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.36KNew |
$218K - $251K
|
2.36K
$133K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.33K+ 3.61% |
$216K - $248K
|
66.9K
$3.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$213K - $245K
|
2.3K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.3K+ 37.39% |
$213K - $245K
|
8.46K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.3KNew |
$213K - $245K
|
2.3K
$130K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.29KNew |
$212K - $244K
|
2.29K
$129K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.29K+ 13.59% |
$212K - $244K
|
19.1K
$1.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.27KNew |
$210K - $242K
|
2.27K
$128K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 6.2% |
$210K - $242K
|
38.9K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.26KNew |
$209K - $241K
|
2.26K
$128K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$209K - $240K
|
2.26K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.25K+ 1.01% |
$209K - $240K
|
226K
$12.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.25K+ 5.02% |
$208K - $239K
|
47K
$2.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.25K+ 1.23% |
$208K - $239K
|
184K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.24KNew |
$207K - $238K
|
2.24K
$126K
|
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
2.24KNew |
$207K - $238K
|
2.24K
$126K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.23K+ 21.98% |
$207K - $238K
|
12.4K
$700K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.23K+ 22.71% |
$207K - $238K
|
12.1K
$681K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.23KNew |
$206K - $237K
|
2.23K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.22KNew |
$206K - $237K
|
2.22K
$126K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.22KNew |
$205K - $236K
|
2.22K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.22K+ 40.78% |
$205K - $236K
|
7.66K
$432K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.21K+ 25.07% |
$205K - $235K
|
11K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Carroll Investors, Inc
|
BUY
|
- |
2.2KNew |
$204K - $234K
|
2.2K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.2KNew |
$204K - $234K
|
2.2K
$124K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
2.2K+ 33.69% |
$203K - $234K
|
8.72K
$493K
|