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 |
|---|---|---|---|---|---|---|---|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-416- 4.81% |
$34.6K - $43.1K
|
8.23K
$465K
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
SELL
|
- |
-417- 9.31% |
$34.7K - $43.2K
|
4.06K
$229K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-429- 2.26% |
$35.7K - $44.5K
|
18.6K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-430- 0.07% |
$35.8K - $44.6K
|
582K
$32.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-433Closed |
$36K - $44.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-444- 1.16% |
$36.9K - $46K
|
37.8K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-444- 1.02% |
$36.9K - $46K
|
43K
$2.43M
|
|
|
Mar 21, 2022
Q4 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-445- 1.24% |
$37K - $46.1K
|
35.5K
$2.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-450- 1.65% |
$37.4K - $46.7K
|
26.9K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-450- 10.11% |
$37.4K - $46.7K
|
4K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-455- 2.54% |
$37.8K - $47.2K
|
17.4K
$984K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-457- 3.31% |
$38K - $47.4K
|
13.3K
$753K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-460- 2.53% |
$38.2K - $47.7K
|
17.7K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-461- 0.34% |
$38.3K - $47.8K
|
133K
$7.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-464- 3.21% |
$38.6K - $48.1K
|
14K
$791K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-465Closed |
$38.7K - $48.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-465- 2.62% |
$38.7K - $48.2K
|
17.3K
$977K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-465- 0.44% |
$38.7K - $48.2K
|
104K
$5.89M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-466- 1.75% |
$38.7K - $48.3K
|
26.1K
$1.48M
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-470- 0.52% |
$39.1K - $48.7K
|
89.4K
$5.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-475- 6.94% |
$39.5K - $49.3K
|
6.37K
$360K
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
SELL
|
- |
-475- 0.18% |
$39.5K - $49.3K
|
263K
$14.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-475- 1.86% |
$39.5K - $49.3K
|
25.1K
$1.41M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-487- 0.73% |
$40.5K - $50.5K
|
66K
$3.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-490- 0.41% |
$40.7K - $50.8K
|
119K
$6.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-495- 0.66% |
$41.2K - $51.3K
|
74.1K
$4.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-500- 12.48% |
$41.6K - $51.9K
|
3.51K
$198K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-504- 6.8% |
$41.9K - $52.3K
|
6.91K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-504- 60.58% |
$41.9K - $52.3K
|
328
$18.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-510- 0.36% |
$42.4K - $52.9K
|
141K
$7.96M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-512- 7.05% |
$42.6K - $53.1K
|
6.75K
$381K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-512Closed |
$42.6K - $53.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-519- 14.55% |
$43.2K - $53.8K
|
3.05K
$172K
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-521- 7.23% |
$43.3K - $54K
|
6.69K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-521- 3.69% |
$43.3K - $54K
|
13.6K
$769K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-522- 5.2% |
$43.4K - $54.1K
|
9.51K
$537K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-528- 4.02% |
$43.9K - $54.8K
|
12.6K
$711K
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-532- 0.79% |
$44.2K - $55.2K
|
66.7K
$3.76M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-537- 0.42% |
$44.7K - $55.7K
|
127K
$7.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-540- 5.07% |
$44.9K - $56K
|
10.1K
$571K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-550- 8.96% |
$45.7K - $57K
|
5.59K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-551- 7.41% |
$45.8K - $57.1K
|
6.88K
$389K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-560- 17.83% |
$46.6K - $58.1K
|
2.58K
$146K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-567- 2.01% |
$47.1K - $58.8K
|
27.7K
$1.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-575- 2.09% |
$47.8K - $59.6K
|
26.9K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-575- 5.83% |
$47.8K - $59.6K
|
9.3K
$525K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-576- 9.49% |
$47.9K - $59.7K
|
5.49K
$310K
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-585- 4.51% |
$48.6K - $60.7K
|
12.4K
$699K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-600- 5.76% |
$49.9K - $62.2K
|
9.83K
$555K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-600- 19.07% |
$49.9K - $62.2K
|
2.55K
$144K
|