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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 9.0% |
$93.6K - $117K
|
13.6K
$771K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.13K+ 3.05% |
$93.6K - $117K
|
38K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 9.67% |
$93.2K - $116K
|
12.7K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.12K+ 3.14% |
$92.7K - $116K
|
36.6K
$2.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.11K+ 0.47% |
$92.5K - $115K
|
238K
$13.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1.11K+ 5.21% |
$92.5K - $115K
|
22.5K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
1.1K+ 18.66% |
$91.8K - $114K
|
7.02K
$396K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.1K+ 9.34% |
$91.1K - $114K
|
12.8K
$725K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.1K+ 1.34% |
$91.1K - $114K
|
82.8K
$4.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.09K+ 18.55% |
$90.6K - $113K
|
6.97K
$393K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
1.09K+ 8.09% |
$90.5K - $113K
|
14.5K
$821K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.07K+ 71.92% |
$89.2K - $111K
|
2.57K
$145K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.07K+ 114.22% |
$88.8K - $111K
|
2K
$113K
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.06K+ 0.1% |
$88.3K - $110K
|
1.09M
$61.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.06K+ 7.02% |
$88K - $110K
|
16.1K
$910K
|
|
|
Feb 11, 2022
Q4 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
1.05K+ 7.91% |
$87.3K - $109K
|
14.3K
$809K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.04K+ 10.56% |
$86.6K - $108K
|
10.9K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
1.04K+ 2.8% |
$86.5K - $108K
|
38.1K
$2.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.03K+ 7.4% |
$86K - $107K
|
15K
$848K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.03KNew |
$86K - $107K
|
1.03K
$58.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.03K+ 4.49% |
$85.6K - $107K
|
24K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1K+ 1.08% |
$83.2K - $104K
|
93.7K
$5.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1K+ 2.05% |
$83.2K - $104K
|
49.8K
$2.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
998+ 1.31% |
$83K - $103K
|
77K
$4.35M
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
981+ 33.12% |
$81.6K - $102K
|
3.94K
$223K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
970+ 2.67% |
$80.7K - $101K
|
37.4K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
963+ 10.96% |
$80.1K - $99.9K
|
9.75K
$550K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
958+ 4.02% |
$79.7K - $99.3K
|
24.8K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
949+ 24.92% |
$78.9K - $98.4K
|
4.76K
$269K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
948+ 32.14% |
$78.8K - $98.3K
|
3.9K
$220K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
942New |
$78.3K - $97.7K
|
942
$53.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
929+ 0.65% |
$77.2K - $96.3K
|
143K
$8.09M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
929+ 34.03% |
$77.2K - $96.3K
|
3.66K
$207K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
926+ 6.85% |
$77K - $96K
|
14.4K
$816K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
910+ 1.47% |
$75.7K - $94.4K
|
62.6K
$3.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
909+ 5.16% |
$75.6K - $94.3K
|
18.5K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
905+ 4.06% |
$75.3K - $93.8K
|
23.2K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
904+ 0.78% |
$75.2K - $93.7K
|
116K
$6.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
902+ 2.77% |
$75K - $93.5K
|
33.5K
$1.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
899+ 5.22% |
$74.8K - $93.2K
|
18.1K
$1.02M
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
897New |
$74.6K - $93K
|
897
$50.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
883+ 7.73% |
$73.4K - $91.6K
|
12.3K
$695K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
880+ 18.98% |
$73.2K - $91.3K
|
5.52K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
876New |
$72.8K - $90.8K
|
876
$49.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
875+ 28.93% |
$72.8K - $90.7K
|
3.9K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
875+ 29.17% |
$72.8K - $90.7K
|
3.88K
$219K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
866+ 2.36% |
$72K - $89.8K
|
37.6K
$2.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
863+ 1.46% |
$71.8K - $89.5K
|
60K
$3.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
859+ 2.54% |
$71.4K - $89.1K
|
34.6K
$1.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
853+ 1.79% |
$70.9K - $88.5K
|
48.5K
$2.74M
|