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 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
846+ 6.4% |
$70.3K - $87.7K
|
14.1K
$794K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
836+ 7.87% |
$69.5K - $86.7K
|
11.5K
$647K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
831+ 3.2% |
$69.1K - $86.2K
|
26.8K
$1.52M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
830+ 3.21% |
$69K - $86.1K
|
26.7K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
829+ 11.13% |
$68.9K - $86K
|
8.28K
$467K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
817+ 5.03% |
$67.9K - $84.7K
|
17.1K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
817+ 2.16% |
$67.9K - $84.7K
|
38.6K
$2.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
816+ 4.6% |
$67.9K - $84.6K
|
18.6K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
815+ 8.07% |
$67.8K - $84.5K
|
10.9K
$617K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
809+ 1.05% |
$67.3K - $83.9K
|
77.6K
$4.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
799+ 2.84% |
$66.4K - $82.9K
|
28.9K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
BUY
|
- |
789+ 0.52% |
$65.6K - $81.8K
|
152K
$8.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
787+ 0.97% |
$65.4K - $81.6K
|
81.8K
$4.62M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
786+ 13.14% |
$65.4K - $81.5K
|
6.77K
$382K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
778+ 1.75% |
$64.7K - $80.7K
|
45.3K
$2.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
775+ 17.59% |
$64.4K - $80.4K
|
5.18K
$293K
|
|
|
Feb 08, 2022
Q4 2021
|
Broderick Brian C
|
BUY
|
- |
775+ 1.3% |
$64.4K - $80.4K
|
60.5K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
775+ 10.32% |
$64.4K - $80.4K
|
8.28K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
774+ 26.1% |
$64.4K - $80.3K
|
3.74K
$211K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
766+ 5.14% |
$63.7K - $79.4K
|
15.7K
$884K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
763+ 1.62% |
$63.4K - $79.1K
|
48K
$2.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
758+ 1.36% |
$63K - $78.6K
|
56.5K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
751+ 5.7% |
$62.4K - $77.9K
|
13.9K
$786K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
750+ 68.43% |
$62.4K - $77.8K
|
1.85K
$104K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
744+ 224.77% |
$61.9K - $77.2K
|
1.08K
$60.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
740+ 1.69% |
$61.5K - $76.7K
|
44.5K
$2.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
735+ 12.05% |
$61.1K - $76.2K
|
6.83K
$386K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
730+ 3.92% |
$60.7K - $75.7K
|
19.4K
$1.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
730+ 1.44% |
$60.7K - $75.7K
|
51.3K
$2.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
728+ 0.91% |
$60.5K - $75.5K
|
80.4K
$4.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
726+ 0.63% |
$60.4K - $75.3K
|
116K
$6.53M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
718New |
$59.7K - $74.5K
|
718
$40.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
715+ 10.57% |
$59.5K - $74.1K
|
7.48K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
713+ 2.57% |
$59.3K - $73.9K
|
28.4K
$1.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
711+ 0.62% |
$59.1K - $73.7K
|
116K
$6.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
710+ 26.48% |
$59K - $73.6K
|
3.39K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
710+ 7.04% |
$59K - $73.6K
|
10.8K
$610K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
700+ 14000.0% |
$58.2K - $72.6K
|
705
$39.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
694New |
$57.7K - $72K
|
694
$39.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
690+ 3.11% |
$57.4K - $71.6K
|
22.9K
$1.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
687+ 2.26% |
$57.1K - $71.2K
|
31.1K
$1.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
686+ 14.45% |
$57K - $71.1K
|
5.43K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
683+ 15.1% |
$56.8K - $70.8K
|
5.21K
$294K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
678+ 3.73% |
$56.4K - $70.3K
|
18.8K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
675+ 4.44% |
$56.1K - $70K
|
15.9K
$896K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
674+ 21.95% |
$56K - $69.9K
|
3.74K
$211K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
672+ 0.57% |
$55.9K - $69.7K
|
118K
$6.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
668+ 21.44% |
$55.5K - $69.3K
|
3.78K
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
666+ 6.79% |
$55.4K - $69.1K
|
10.5K
$592K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
662+ 4.43% |
$55K - $68.6K
|
15.6K
$882K
|