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
|
Evoke Wealth, LLC
|
BUY
|
- |
352+ 16.11% |
$29.3K - $36.5K
|
2.54K
$143K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
351+ 10.49% |
$29.2K - $36.4K
|
3.7K
$209K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
348+ 13.86% |
$28.9K - $36.1K
|
2.86K
$161K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
344+ 9.28% |
$28.6K - $35.7K
|
4.05K
$229K
|
|
|
Feb 08, 2022
Q4 2021
|
Page Arthur B
|
BUY
|
- |
340+ 3.15% |
$28.3K - $35.3K
|
11.1K
$628K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
338+ 3.99% |
$28.1K - $35.1K
|
8.81K
$497K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
334+ 11.95% |
$27.8K - $34.6K
|
3.13K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
330+ 3.44% |
$27.4K - $34.2K
|
9.91K
$560K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
326+ 4.6% |
$27.1K - $33.8K
|
7.41K
$418K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
326+ 3.71% |
$27.1K - $33.8K
|
9.11K
$514K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
326+ 0.2% |
$27.1K - $33.8K
|
166K
$9.36M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
323+ 5.5% |
$26.9K - $33.5K
|
6.2K
$350K
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
318+ 2.98% |
$26.4K - $33K
|
11K
$620K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
317+ 1.11% |
$26.4K - $32.9K
|
28.8K
$1.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
316+ 0.44% |
$26.3K - $32.8K
|
72.6K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
311+ 0.19% |
$25.9K - $32.3K
|
165K
$9.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
310+ 2.48% |
$25.8K - $32.1K
|
12.8K
$722K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
307New |
$25.5K - $31.8K
|
307
$17.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
306+ 2.77% |
$25.4K - $31.7K
|
11.4K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
305+ 2.79% |
$25.4K - $31.6K
|
11.3K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
301+ 3.13% |
$25K - $31.2K
|
9.91K
$560K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
301+ 20.74% |
$25K - $31.2K
|
1.75K
$99K
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
300+ 1.39% |
$24.9K - $31.1K
|
21.9K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
296+ 2.76% |
$24.6K - $30.7K
|
11K
$623K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
294+ 1.43% |
$24.4K - $30.5K
|
20.9K
$1.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
293+ 10.43% |
$24.4K - $30.4K
|
3.1K
$175K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
293+ 0.58% |
$24.4K - $30.4K
|
50.6K
$2.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
287+ 0.74% |
$23.9K - $29.8K
|
38.8K
$2.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
285+ 1.81% |
$23.7K - $29.6K
|
16.1K
$907K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
285+ 1.83% |
$23.7K - $29.6K
|
15.8K
$894K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
284+ 8.44% |
$23.6K - $29.5K
|
3.65K
$206K
|
|
|
Jan 06, 2022
Q4 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
275+ 0.37% |
$22.9K - $28.5K
|
75K
$4.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
275+ 1.97% |
$22.9K - $28.5K
|
14.2K
$803K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
274+ 9.37% |
$22.8K - $28.4K
|
3.2K
$181K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
274+ 2.98% |
$22.8K - $28.4K
|
9.48K
$535K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
272+ 0.91% |
$22.6K - $28.2K
|
30.1K
$1.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
270+ 4.14% |
$22.5K - $28K
|
6.79K
$384K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
269+ 0.78% |
$22.4K - $27.9K
|
34.6K
$1.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
268+ 0.79% |
$22.3K - $27.8K
|
34.4K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
268+ 4.03% |
$22.3K - $27.8K
|
6.92K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
268+ 0.56% |
$22.3K - $27.8K
|
48.4K
$2.73M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
268+ 4.03% |
$22.3K - $27.8K
|
6.92K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
267+ 1.56% |
$22.2K - $27.7K
|
17.4K
$983K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
264+ 6.47% |
$22K - $27.4K
|
4.35K
$245K
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
264+ 0.47% |
$22K - $27.4K
|
56.4K
$3.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
263+ 3.36% |
$21.9K - $27.3K
|
8.09K
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
262+ 2.14% |
$21.8K - $27.2K
|
12.5K
$705K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
260+ 2.04% |
$21.6K - $27K
|
13K
$735K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
260+ 3.5% |
$21.6K - $27K
|
7.69K
$434K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
258+ 2.15% |
$21.5K - $26.8K
|
12.2K
$691K
|