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 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
650+ 5.07% |
$54K - $67.4K
|
13.5K
$760K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
649+ 14.44% |
$54K - $67.3K
|
5.15K
$291K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
638+ 9.91% |
$53K - $66.2K
|
7.08K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
633+ 5.16% |
$52.6K - $65.6K
|
12.9K
$729K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
628+ 5.6% |
$52.2K - $65.1K
|
11.8K
$669K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
619+ 7.14% |
$51.5K - $64.2K
|
9.29K
$525K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
615+ 23.9% |
$51.1K - $63.8K
|
3.19K
$180K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
613New |
$51K - $63.6K
|
613
$34.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
612+ 0.69% |
$50.9K - $63.5K
|
88.7K
$5.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
604+ 3.13% |
$50.2K - $62.6K
|
19.9K
$1.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 0.73% |
$49.9K - $62.2K
|
82.7K
$4.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
600+ 65.79% |
$49.9K - $62.2K
|
1.51K
$85.4K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
598+ 29.87% |
$49.7K - $62K
|
2.6K
$147K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
563+ 12.49% |
$46.8K - $58.4K
|
5.07K
$286K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
559+ 1.99% |
$46.5K - $58K
|
28.7K
$1.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
557+ 0.19% |
$46.3K - $57.8K
|
297K
$16.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
556+ 5.34% |
$46.2K - $57.7K
|
11K
$620K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
552+ 10.41% |
$45.9K - $57.2K
|
5.85K
$331K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
552+ 5.43% |
$45.9K - $57.2K
|
10.7K
$605K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
551+ 0.8% |
$45.8K - $57.1K
|
69.8K
$3.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
551+ 0.89% |
$45.8K - $57.1K
|
62.6K
$3.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
550+ 2.58% |
$45.7K - $57K
|
21.9K
$1.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
545+ 1.84% |
$45.3K - $56.5K
|
30.2K
$1.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
545+ 3.15% |
$45.3K - $56.5K
|
17.8K
$1.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
539+ 5.13% |
$44.8K - $55.9K
|
11K
$624K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
539+ 6.83% |
$44.8K - $55.9K
|
8.44K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
537+ 6.9% |
$44.7K - $55.7K
|
8.32K
$470K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
531+ 17.87% |
$44.2K - $55.1K
|
3.5K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
528New |
$43.9K - $54.8K
|
528
$29.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
518+ 34.77% |
$43.1K - $53.7K
|
2.01K
$113K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
517+ 0.62% |
$43K - $53.6K
|
83.9K
$4.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
512+ 0.67% |
$42.6K - $53.1K
|
77.1K
$4.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
510+ 4.33% |
$42.4K - $52.9K
|
12.3K
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
509+ 7.81% |
$42.3K - $52.8K
|
7.03K
$397K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
507New |
$42.2K - $52.6K
|
507
$28.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
506+ 15.38% |
$42.1K - $52.5K
|
3.8K
$214K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
505+ 2.69% |
$42K - $52.4K
|
19.3K
$1.09M
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
505New |
$42K - $52.4K
|
505
$28.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
503+ 2.62% |
$41.8K - $52.2K
|
19.7K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
500+ 4.92% |
$41.6K - $51.9K
|
10.7K
$602K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500+ 6.37% |
$41.6K - $51.9K
|
8.35K
$472K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.21% |
$41.6K - $51.9K
|
239K
$13.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
496+ 2.73% |
$41.2K - $51.4K
|
18.6K
$1.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
491+ 17.74% |
$40.8K - $50.9K
|
3.26K
$184K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
490+ 13.79% |
$40.7K - $50.8K
|
4.04K
$228K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
487+ 1.31% |
$40.5K - $50.5K
|
37.7K
$2.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
477+ 9.24% |
$39.7K - $49.5K
|
5.64K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
475+ 1.49% |
$39.5K - $49.3K
|
32.3K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
472+ 9.49% |
$39.2K - $48.9K
|
5.45K
$308K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
471New |
$39.2K - $48.8K
|
471
$26.6K
|