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 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
109+ 4.15% |
$9.06K - $11.3K
|
2.74K
$154K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
107+ 4.04% |
$8.9K - $11.1K
|
2.76K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
106+ 2.79% |
$8.81K - $11K
|
3.9K
$220K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
105+ 1.31% |
$8.73K - $10.9K
|
8.11K
$458K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
105+ 1.23% |
$8.73K - $10.9K
|
8.63K
$487K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101+ 35.82% |
$8.4K - $10.5K
|
383
$21.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
100+ 3.67% |
$8.32K - $10.4K
|
2.83K
$160K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
100+ 4.32% |
$8.32K - $10.4K
|
2.41K
$136K
|
|
|
Jan 19, 2022
Q4 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100+ 0.18% |
$8.32K - $10.4K
|
55.3K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
100+ 1.96% |
$8.32K - $10.4K
|
5.2K
$294K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
99+ 1.99% |
$8.23K - $10.3K
|
5.08K
$287K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
98+ 2.81% |
$8.15K - $10.2K
|
3.59K
$203K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
98+ 1.46% |
$8.15K - $10.2K
|
6.83K
$386K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
96+ 0.56% |
$7.98K - $9.96K
|
17.3K
$980K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 0.45% |
$7.9K - $9.85K
|
21.2K
$1.2M
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
94New |
$7.82K - $9.75K
|
94
$5.31K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
94+ 3.71% |
$7.82K - $9.75K
|
2.63K
$148K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
93+ 145.31% |
$7.73K - $9.64K
|
157
$8.87K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
92+ 29.77% |
$7.65K - $9.54K
|
401
$22.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
92+ 3.73% |
$7.65K - $9.54K
|
2.56K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
91+ 6.23% |
$7.57K - $9.44K
|
1.55K
$87.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
90+ 7.1% |
$7.48K - $9.33K
|
1.36K
$76.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
89+ 0.27% |
$7.4K - $9.23K
|
32.9K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
88+ 0.76% |
$7.32K - $9.13K
|
11.7K
$663K
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
85+ 0.49% |
$7.07K - $8.81K
|
17.5K
$987K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
85+ 3.49% |
$7.07K - $8.81K
|
2.52K
$142K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
82+ 0.54% |
$6.82K - $8.5K
|
15.2K
$860K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
82+ 1.71% |
$6.82K - $8.5K
|
4.88K
$275K
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
81+ 1.39% |
$6.74K - $8.4K
|
5.93K
$335K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
78+ 0.3% |
$6.49K - $8.09K
|
26.1K
$1.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
78+ 2.16% |
$6.49K - $8.09K
|
3.69K
$208K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
77+ 1.99% |
$6.4K - $7.98K
|
3.94K
$223K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
77+ 2.02% |
$6.4K - $7.98K
|
3.9K
$220K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 3.39% |
$6.24K - $7.78K
|
2.29K
$129K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
75+ 250.0% |
$6.24K - $7.78K
|
105
$5.93K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 1.43% |
$6.24K - $7.78K
|
5.33K
$301K
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
74+ 0.21% |
$6.15K - $7.67K
|
35.4K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
72+ 44.17% |
$5.99K - $7.47K
|
235
$13.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
71+ 104.41% |
$5.9K - $7.36K
|
139
$7.85K
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
71+ 2.7% |
$5.9K - $7.36K
|
2.71K
$153K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
70+ 25.74% |
$5.82K - $7.26K
|
342
$19.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
69+ 0.08% |
$5.74K - $7.16K
|
90.5K
$5.11M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
66+ 0.77% |
$5.49K - $6.84K
|
8.66K
$489K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
65New |
$5.4K - $6.74K
|
65
$3.67K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
$5.4K - $6.74K
|
65
$3.67K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
63New |
$5.24K - $6.53K
|
63
$3.56K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
62+ 1.8% |
$5.16K - $6.43K
|
3.5K
$198K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
61+ 4.4% |
$5.07K - $6.33K
|
1.45K
$81.7K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
58+ 0.5% |
$4.82K - $6.01K
|
11.7K
$663K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
57+ 0.56% |
$4.74K - $5.91K
|
10.2K
$576K
|