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 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
461+ 1.22% |
$38.3K - $47.8K
|
38.3K
$2.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
460+ 2.61% |
$38.2K - $47.7K
|
18.1K
$1.02M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
453+ 2.23% |
$37.7K - $47K
|
20.8K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
452+ 3.6% |
$37.6K - $46.9K
|
13K
$734K
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
449+ 0.06% |
$37.3K - $46.6K
|
735K
$41.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
448+ 1.54% |
$37.3K - $46.5K
|
29.5K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
447+ 0.31% |
$37.2K - $46.4K
|
145K
$8.22M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
445New |
$37K - $46.1K
|
445
$25.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
445+ 1.09% |
$37K - $46.1K
|
41.2K
$2.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
445+ 0.86% |
$37K - $46.1K
|
52.5K
$2.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
443+ 16.52% |
$36.8K - $45.9K
|
3.13K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
441+ 10.2% |
$36.7K - $45.7K
|
4.76K
$269K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
440+ 14.47% |
$36.6K - $45.6K
|
3.48K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
435+ 1.8% |
$36.2K - $45.1K
|
24.6K
$1.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
435+ 2.47% |
$36.2K - $45.1K
|
18.1K
$1.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
430+ 7.24% |
$35.8K - $44.6K
|
6.37K
$360K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
428New |
$35.6K - $44.4K
|
428
$24.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
428+ 1.58% |
$35.6K - $44.4K
|
27.6K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
424+ 0.68% |
$35.3K - $44K
|
62.4K
$3.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
420+ 13.8% |
$34.9K - $43.6K
|
3.46K
$196K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
419+ 0.38% |
$34.8K - $43.5K
|
110K
$6.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
419+ 1.6% |
$34.8K - $43.5K
|
26.5K
$1.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
416+ 1.92% |
$34.6K - $43.1K
|
22.1K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments America Inc.
Toronto, A6 |
BUY
|
- |
410+ 2.43% |
$34.1K - $42.5K
|
17.3K
$974K
|
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
409+ 2.28% |
$34K - $42.4K
|
18.4K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
406+ 1.86% |
$33.8K - $42.1K
|
22.3K
$1.26M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
406+ 1.68% |
$33.8K - $42.1K
|
24.6K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
397+ 2.03% |
$33K - $41.2K
|
20K
$1.13M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
396New |
$32.9K - $41.1K
|
396
$22.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
396+ 1.4% |
$32.9K - $41.1K
|
28.7K
$1.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
390+ 5.0% |
$32.4K - $40.4K
|
8.19K
$462K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
388+ 1.23% |
$32.3K - $40.2K
|
32K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
387+ 2.83% |
$32.2K - $40.1K
|
14.1K
$794K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
378New |
$31.4K - $39.2K
|
378
$21.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
378+ 2.67% |
$31.4K - $39.2K
|
14.5K
$822K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
376+ 8.55% |
$31.3K - $39K
|
4.77K
$270K
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
375+ 0.34% |
$31.2K - $38.9K
|
109K
$6.17M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
374+ 8.11% |
$31.1K - $38.8K
|
4.98K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
374+ 15.06% |
$31.1K - $38.8K
|
2.86K
$161K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
372+ 5.95% |
$30.9K - $38.6K
|
6.62K
$374K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
368+ 2.85% |
$30.6K - $38.2K
|
13.3K
$750K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
366+ 1.72% |
$30.4K - $38K
|
21.7K
$1.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
363+ 0.18% |
$30.2K - $37.6K
|
201K
$11.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
361+ 7.05% |
$30K - $37.4K
|
5.48K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
355+ 2.24% |
$29.5K - $36.8K
|
16.2K
$914K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
354+ 0.55% |
$29.4K - $36.7K
|
64.5K
$3.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
354+ 6.39% |
$29.4K - $36.7K
|
5.9K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
354+ 0.8% |
$29.4K - $36.7K
|
44.8K
$2.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
354+ 0.64% |
$29.4K - $36.7K
|
55.9K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
353+ 0.55% |
$29.4K - $36.6K
|
64.3K
$3.63M
|