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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
182+ 1.58% |
$15.1K - $18.9K
|
11.7K
$661K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
180+ 1.67% |
$15K - $18.7K
|
11K
$620K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
179+ 0.94% |
$14.9K - $18.6K
|
19.3K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
176+ 125.71% |
$14.6K - $18.3K
|
316
$17.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
176+ 0.55% |
$14.6K - $18.3K
|
32.4K
$1.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
174+ 5.81% |
$14.5K - $18K
|
3.17K
$179K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
173+ 0.78% |
$14.4K - $17.9K
|
22.3K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
170+ 5.12% |
$14.1K - $17.6K
|
3.49K
$197K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
170+ 2.19% |
$14.1K - $17.6K
|
7.94K
$448K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
169+ 4.2% |
$14.1K - $17.5K
|
4.2K
$237K
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
167+ 0.05% |
$13.9K - $17.3K
|
341K
$19.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
167+ 16.39% |
$13.9K - $17.3K
|
1.19K
$67K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
165+ 5.1% |
$13.7K - $17.1K
|
3.4K
$192K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
159+ 3.8% |
$13.2K - $16.5K
|
4.34K
$245K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
157+ 5.83% |
$13.1K - $16.3K
|
2.85K
$161K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
156New |
$13K - $16.2K
|
156
$8.81K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
154+ 1.85% |
$12.8K - $16K
|
8.49K
$479K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
154+ 3.38% |
$12.8K - $16K
|
4.71K
$266K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
153+ 2.93% |
$12.7K - $15.9K
|
5.38K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
152+ 14.86% |
$12.6K - $15.8K
|
1.18K
$66.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
152+ 0.81% |
$12.6K - $15.8K
|
19K
$1.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Salem Capital Management Inc
|
BUY
|
- |
150+ 3.22% |
$12.5K - $15.6K
|
4.81K
$271K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
149+ 0.08% |
$12.4K - $15.5K
|
192K
$10.9M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
148New |
$12.3K - $15.3K
|
148
$8.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
148New |
$12.3K - $15.3K
|
148
$8.36K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
146+ 4.87% |
$12.1K - $15.1K
|
3.15K
$178K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
146+ 1.2% |
$12.1K - $15.1K
|
12.3K
$696K
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
145+ 1.11% |
$12.1K - $15K
|
13.2K
$743K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
141New |
$11.7K - $14.6K
|
141
$7.96K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
138+ 0.26% |
$11.5K - $14.3K
|
52.6K
$2.97M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
136New |
$11.3K - $14.1K
|
136
$7.68K
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
135+ 0.28% |
$11.2K - $14K
|
48.7K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
130+ 0.98% |
$10.8K - $13.5K
|
13.4K
$754K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
126+ 0.08% |
$10.5K - $13.1K
|
155K
$8.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
125+ 1.7% |
$10.4K - $13K
|
7.47K
$422K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
125+ 0.9% |
$10.4K - $13K
|
14K
$789K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
125+ 3.35% |
$10.4K - $13K
|
3.85K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
125+ 6.0% |
$10.4K - $13K
|
2.21K
$125K
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
122+ 2.28% |
$10.1K - $12.7K
|
5.48K
$309K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
120+ 1.32% |
$9.98K - $12.4K
|
9.22K
$520K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
120+ 9.27% |
$9.98K - $12.4K
|
1.41K
$79.9K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
120New |
$9.98K - $12.4K
|
120
$6.78K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
119+ 1.66% |
$9.89K - $12.3K
|
7.27K
$410K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
117+ 1.33% |
$9.73K - $12.1K
|
8.89K
$502K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
114+ 0.73% |
$9.48K - $11.8K
|
15.8K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
114+ 0.56% |
$9.48K - $11.8K
|
20.6K
$1.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
112+ 0.81% |
$9.31K - $11.6K
|
13.9K
$786K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
112+ 0.21% |
$9.31K - $11.6K
|
52.6K
$2.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
109+ 0.28% |
$9.06K - $11.3K
|
39.6K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
109+ 0.02% |
$9.06K - $11.3K
|
677K
$38.2M
|