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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.2KNew |
$203K - $234K
|
2.2K
$124K
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
2.19KNew |
$202K - $233K
|
2.19K
$124K
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
BUY
|
- |
2.17KNew |
$201K - $231K
|
2.17K
$122K
|
|
Nov 10, 2022
Q3 2022
|
Grand Central Investment Group
|
BUY
|
- |
2.16KNew |
$200K - $230K
|
2.16K
$122K
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.16KNew |
$200K - $230K
|
2.16K
$122K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.15K+ 89.73% |
$199K - $229K
|
4.54K
$257K
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.13KNew |
$197K - $226K
|
2.13K
$120K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.13K+ 87.92% |
$197K - $226K
|
4.54K
$257K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.12KNew |
$197K - $226K
|
2.12K
$120K
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
2.11K+ 1.86% |
$195K - $225K
|
116K
$6.53M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.1KNew |
$194K - $224K
|
2.1K
$119K
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.1KNew |
$194K - $223K
|
2.1K
$118K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.1K+ 17.86% |
$194K - $223K
|
13.8K
$781K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.1KNew |
$194K - $223K
|
2.1K
$118K
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.09KNew |
$194K - $223K
|
2.09K
$118K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.09K+ 3.07% |
$194K - $223K
|
70.2K
$3.97M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 2.51% |
$193K - $222K
|
85.1K
$4.8M
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.08K+ 3.46% |
$192K - $221K
|
62.2K
$3.51M
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.08K+ 8.4% |
$192K - $221K
|
26.8K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.07K+ 4.87% |
$191K - $220K
|
44.4K
$2.51M
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.05K+ 0.79% |
$190K - $218K
|
260K
$14.7M
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.04K+ 4.45% |
$189K - $217K
|
47.9K
$2.71M
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
2K+ 27.46% |
$185K - $213K
|
9.28K
$524K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2K+ 21.89% |
$185K - $213K
|
11.1K
$629K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.99K+ 2.79% |
$184K - $211K
|
73.2K
$4.13M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
1.98K+ 9.19% |
$183K - $211K
|
23.5K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.97KNew |
$182K - $209K
|
1.97K
$111K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.95K+ 4.34% |
$180K - $207K
|
46.8K
$2.65M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.92K+ 45.71% |
$178K - $204K
|
6.12K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.89K+ 82.81% |
$175K - $201K
|
4.17K
$236K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.81K+ 201.78% |
$167K - $193K
|
2.71K
$153K
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 34.91% |
$167K - $192K
|
6.98K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
BUY
|
- |
1.8K+ 0.85% |
$167K - $192K
|
214K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
Unison Asset Management LLC
|
BUY
|
- |
1.79K+ 3.84% |
$165K - $190K
|
48.3K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.76K+ 3.25% |
$162K - $187K
|
55.7K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.75K+ 90.91% |
$162K - $186K
|
3.68K
$208K
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.75K+ 3.65% |
$162K - $186K
|
49.7K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.73K+ 4.53% |
$160K - $184K
|
39.9K
$2.25M
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.72K+ 2.22% |
$159K - $183K
|
78.9K
$4.45M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
1.71K+ 27.76% |
$159K - $182K
|
7.89K
$446K
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.71K+ 3.05% |
$158K - $182K
|
57.9K
$3.27M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71K+ 59.02% |
$158K - $181K
|
4.59K
$259K
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 4.18% |
$157K - $181K
|
42.4K
$2.39M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 7.66% |
$157K - $180K
|
23.8K
$1.35M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 7.34% |
$156K - $180K
|
24.7K
$1.39M
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1.69K+ 1.91% |
$156K - $180K
|
89.9K
$5.08M
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.68K+ 0.79% |
$156K - $179K
|
214K
$12.1M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 6.2% |
$154K - $177K
|
28.5K
$1.61M
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.67K+ 1.46% |
$154K - $177K
|
116K
$6.54M
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.66K+ 53.04% |
$154K - $177K
|
4.8K
$271K
|