Purchases and Sales Made in Q4 2021 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2K+ 13.28% |
$166K - $208K
|
17.1K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 0.3% |
$166K - $208K
|
680K
$38.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
2KNew |
$166K - $207K
|
2K
$113K
|
|
|
Jan 27, 2022
Q4 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2K+ 25.0% |
$166K - $207K
|
10K
$565K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
2KNew |
$166K - $207K
|
2K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2K+ 13.73% |
$166K - $207K
|
16.6K
$936K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2KNew |
$166K - $207K
|
2K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
2KNew |
$166K - $207K
|
2K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
1.99KNew |
$165K - $206K
|
1.99K
$112K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.98KNew |
$165K - $206K
|
1.98K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.97K+ 6.14% |
$164K - $204K
|
34.1K
$1.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.97K+ 43.85% |
$164K - $204K
|
6.46K
$365K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1.97K+ 2.16% |
$164K - $204K
|
93K
$5.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.95KNew |
$162K - $202K
|
1.95K
$110K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.95KNew |
$162K - $202K
|
1.95K
$110K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.94KNew |
$161K - $201K
|
1.94K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 27.16% |
$160K - $200K
|
9.03K
$510K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.91K+ 3.55% |
$159K - $198K
|
55.6K
$3.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.88KNew |
$156K - $195K
|
1.88K
$106K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.87K+ 6.21% |
$156K - $194K
|
32K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.87K+ 16.48% |
$156K - $194K
|
13.2K
$747K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.85K+ 1.1% |
$154K - $192K
|
170K
$9.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.85K+ 8.91% |
$154K - $192K
|
22.6K
$1.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
BUY
|
- |
1.84K+ 13.84% |
$153K - $191K
|
15.2K
$857K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.84K+ 4.87% |
$153K - $191K
|
39.7K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.83K+ 2.91% |
$152K - $189K
|
64.7K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.82K+ 17.4% |
$151K - $188K
|
12.3K
$693K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$151K - $188K
|
1.81K
$102K
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
1.8K+ 4.74% |
$150K - $187K
|
39.8K
$2.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.8K+ 0.66% |
$149K - $186K
|
273K
$15.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.79K+ 5.53% |
$149K - $185K
|
34.1K
$1.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.79K+ 3.4% |
$148K - $185K
|
54.3K
$3.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 17.72% |
$148K - $184K
|
11.8K
$667K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.76K+ 15.47% |
$146K - $182K
|
13.1K
$740K
|
|
|
Jan 19, 2022
Q4 2021
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.75K+ 0.69% |
$145K - $181K
|
254K
$14.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.75K+ 0.96% |
$145K - $181K
|
184K
$10.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.73KNew |
$144K - $179K
|
1.73K
$97.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.72K+ 6.25% |
$143K - $179K
|
29.3K
$1.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
1.71KNew |
$142K - $177K
|
1.71K
$96.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.7K+ 68.41% |
$141K - $176K
|
4.19K
$236K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
1.69K+ 12.05% |
$140K - $175K
|
15.7K
$887K
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
BUY
|
- |
1.69K+ 0.5% |
$140K - $175K
|
337K
$19M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
1.66K+ 10.87% |
$138K - $172K
|
16.9K
$956K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.65K+ 44.14% |
$137K - $171K
|
5.38K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.64K+ 30.84% |
$137K - $170K
|
6.97K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.64K+ 7.85% |
$136K - $170K
|
22.5K
$1.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 27.0% |
$135K - $168K
|
7.63K
$431K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.62K+ 354.49% |
$135K - $168K
|
2.08K
$117K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 10.01% |
$134K - $167K
|
17.7K
$1M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
1.6K+ 1.39% |
$133K - $166K
|
117K
$6.59M
|