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 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
253+ 0.49% |
$21K - $26.2K
|
51.9K
$2.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
250+ 1.58% |
$20.8K - $25.9K
|
16K
$906K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
250+ 1.56% |
$20.8K - $25.9K
|
16.2K
$917K
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
250New |
$20.8K - $25.9K
|
250
$14.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
250+ 0.47% |
$20.8K - $25.9K
|
53.4K
$3.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
249+ 2.12% |
$20.7K - $25.8K
|
12K
$677K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
248+ 0.85% |
$20.6K - $25.7K
|
29.5K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
248+ 8.2% |
$20.6K - $25.7K
|
3.27K
$185K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
247+ 0.55% |
$20.5K - $25.6K
|
44.9K
$2.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
246+ 8.22% |
$20.5K - $25.5K
|
3.24K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
245+ 7.3% |
$20.4K - $25.4K
|
3.6K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
244+ 2.25% |
$20.3K - $25.3K
|
11.1K
$627K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
241+ 4.81% |
$20K - $25K
|
5.25K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
241New |
$20K - $25K
|
241
$13.6K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
240+ 8.28% |
$20K - $24.9K
|
3.14K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
240+ 1.96% |
$20K - $24.9K
|
12.5K
$705K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
239+ 9.75% |
$19.9K - $24.8K
|
2.69K
$152K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
238+ 1.79% |
$19.8K - $24.7K
|
13.5K
$763K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
233+ 0.81% |
$19.4K - $24.2K
|
29K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
231+ 8.97% |
$19.2K - $24K
|
2.81K
$158K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
230+ 0.2% |
$19.1K - $23.9K
|
116K
$6.53M
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
230+ 4.15% |
$19.1K - $23.9K
|
5.77K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
229New |
$19K - $23.7K
|
229
$12.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
228+ 0.73% |
$19K - $23.6K
|
31.7K
$1.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
225+ 1.33% |
$18.7K - $23.3K
|
17.1K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
220+ 2.06% |
$18.3K - $22.8K
|
10.9K
$615K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
214+ 0.28% |
$17.8K - $22.2K
|
76.9K
$4.35M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
212+ 1.92% |
$17.6K - $22K
|
11.2K
$634K
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
210New |
$17.5K - $21.8K
|
210
$11.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
208+ 138.67% |
$17.3K - $21.6K
|
358
$20.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
206+ 6.11% |
$17.1K - $21.4K
|
3.58K
$202K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
205+ 56.16% |
$17K - $21.3K
|
570
$32.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
202New |
$16.8K - $20.9K
|
202
$11.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200+ 1.06% |
$16.6K - $20.7K
|
19K
$1.07M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
200+ 10000.0% |
$16.6K - $20.7K
|
202
$11.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
200+ 0.4% |
$16.6K - $20.7K
|
49.6K
$2.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
200+ 2.57% |
$16.6K - $20.7K
|
7.99K
$451K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200+ 6.67% |
$16.6K - $20.7K
|
3.2K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
200+ 5.45% |
$16.6K - $20.7K
|
3.87K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
199New |
$16.5K - $20.6K
|
199
$11.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
197+ 26.95% |
$16.4K - $20.4K
|
928
$52.4K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
195New |
$16.2K - $20.2K
|
195
$11K
|
|
|
Feb 09, 2022
Q4 2021
|
Morris Capital Advisors, LLC
|
BUY
|
- |
195+ 0.44% |
$16.2K - $20.2K
|
44.3K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
195+ 0.08% |
$16.2K - $20.2K
|
240K
$13.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
188+ 3.57% |
$15.6K - $19.5K
|
5.45K
$308K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
188+ 9.07% |
$15.6K - $19.5K
|
2.26K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
188New |
$15.6K - $19.5K
|
188
$10.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
188+ 0.58% |
$15.6K - $19.5K
|
32.3K
$1.83M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
184+ 3.05% |
$15.3K - $19.1K
|
6.21K
$351K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
183+ 1.53% |
$15.2K - $19K
|
12.1K
$685K
|