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 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
53+ 0.84% |
$4.41K - $5.5K
|
6.37K
$360K
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
53New |
$4.41K - $5.5K
|
53
$2.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
50+ 2.01% |
$4.16K - $5.19K
|
2.54K
$144K
|
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 5.19% |
$4.16K - $5.19K
|
1.01K
$57.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
50+ 0.28% |
$4.16K - $5.19K
|
17.7K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
50New |
$4.16K - $5.19K
|
50
$2.82K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
50New |
$4.16K - $5.19K
|
50
$2.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 1.51% |
$4.16K - $5.19K
|
3.36K
$190K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 4.14% |
$3.99K - $4.98K
|
1.21K
$68.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 0.11% |
$3.99K - $4.98K
|
42K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
46+ 1.44% |
$3.82K - $4.77K
|
3.23K
$182K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
45New |
$3.74K - $4.67K
|
45
$2.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
45+ 0.52% |
$3.74K - $4.67K
|
8.7K
$491K
|
|
|
Feb 02, 2022
Q4 2021
|
Chase Investment Counsel Corp
|
BUY
|
- |
43+ 0.86% |
$3.58K - $4.46K
|
5.06K
$286K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
43+ 1.13% |
$3.58K - $4.46K
|
3.86K
$218K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43+ 1.11% |
$3.58K - $4.46K
|
3.92K
$222K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
42+ 0.59% |
$3.49K - $4.36K
|
7.22K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
42+ 1.4% |
$3.49K - $4.36K
|
3.04K
$172K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
41+ 0.79% |
$3.41K - $4.25K
|
5.21K
$294K
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
BUY
|
- |
41+ 0.27% |
$3.41K - $4.25K
|
15.2K
$858K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
40+ 0.63% |
$3.33K - $4.15K
|
6.43K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.56% |
$2.83K - $3.53K
|
6.13K
$346K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 0.18% |
$2.66K - $3.32K
|
17.9K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
30+ 0.42% |
$2.49K - $3.11K
|
7.14K
$403K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 58.33% |
$2.33K - $2.9K
|
76
$4.29K
|
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
25+ 0.11% |
$2.08K - $2.59K
|
22.6K
$1.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
25+ 0.08% |
$2.08K - $2.59K
|
32.7K
$1.85M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
25New |
$2.08K - $2.59K
|
25
$1.41K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 100.0% |
$2.08K - $2.59K
|
50
$2.82K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
24+ 0.7% |
$2K - $2.49K
|
3.46K
$195K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 1.21% |
$1.91K - $2.39K
|
1.92K
$108K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
20+ 0.42% |
$1.66K - $2.07K
|
4.75K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
20+ 0.21% |
$1.66K - $2.07K
|
9.69K
$547K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
17+ 0.58% |
$1.41K - $1.76K
|
2.96K
$167K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
17+ 0.21% |
$1.41K - $1.76K
|
7.98K
$451K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
17+ 0.42% |
$1.41K - $1.76K
|
4.04K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17New |
$1.41K - $1.76K
|
17
$960
|
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
15+ 0.03% |
$1.25K - $1.56K
|
54.6K
$3.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
15+ 0.4% |
$1.25K - $1.56K
|
3.8K
$215K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 0.04% |
$1.25K - $1.56K
|
41.4K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15+ 0.38% |
$1.25K - $1.56K
|
3.94K
$223K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
14+ 0.52% |
$1.16K - $1.45K
|
2.73K
$154K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.53% |
$1.16K - $1.45K
|
2.66K
$150K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.33% |
$1.08K - $1.35K
|
3.95K
$223K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
13+ 0.07% |
$1.08K - $1.35K
|
18.3K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
13New |
$1.08K - $1.35K
|
13
$734
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12+ 0.4% |
$998 - $1.24K
|
3.05K
$172K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.43% |
$915 - $1.14K
|
2.54K
$144K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
11New |
$915 - $1.14K
|
11
$621
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
9+ 0.02% |
$748 - $933
|
42.7K
$2.41M
|