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 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.36K+ 7.52% |
$612K - $763K
|
105K
$5.94M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.29K+ 10.07% |
$606K - $756K
|
79.6K
$4.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.24KNew |
$602K - $751K
|
7.24K
$409K
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
7.19KNew |
$598K - $746K
|
7.19K
$406K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
7.18K+ 0.78% |
$597K - $745K
|
925K
$52.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.13K+ 56.49% |
$592K - $739K
|
19.7K
$1.11M
|
|
|
Jan 17, 2024
Q4 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7.06K+ 2.35% |
$587K - $732K
|
307K
$17.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
7.02K+ 52.56% |
$583K - $728K
|
20.4K
$1.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Consolidated Investment Group LLC
|
BUY
|
- |
7KNew |
$582K - $726K
|
7K
$395K
|
|
|
Feb 07, 2022
Q4 2021
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
7KNew |
$582K - $726K
|
7K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.83K+ 7.3% |
$568K - $708K
|
100K
$5.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.82K+ 256.99% |
$567K - $707K
|
9.47K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.77K+ 9.84% |
$563K - $702K
|
75.5K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.69K+ 54.0% |
$557K - $694K
|
19.1K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.68K+ 50.57% |
$556K - $693K
|
19.9K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
6.68KNew |
$556K - $693K
|
6.68K
$377K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
6.65K+ 6.75% |
$553K - $689K
|
105K
$5.94M
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.58K+ 42.2% |
$547K - $682K
|
22.2K
$1.25M
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.58K+ 42.2% |
$547K - $682K
|
22.2K
$1.25M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.54KNew |
$544K - $678K
|
6.54K
$369K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.53K+ 9.3% |
$543K - $677K
|
76.7K
$4.33M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
6.47K+ 67.13% |
$538K - $671K
|
16.1K
$909K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.37K+ 172.6% |
$530K - $661K
|
10.1K
$569K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
6.35KNew |
$528K - $659K
|
6.35K
$359K
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.29KNew |
$523K - $653K
|
6.29K
$355K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
6.29KNew |
$523K - $652K
|
6.29K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
6.25KNew |
$519K - $648K
|
6.25K
$353K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.21K+ 13.99% |
$517K - $644K
|
50.6K
$2.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
6.2K+ 17.95% |
$515K - $643K
|
40.7K
$2.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.19K+ 6.29% |
$515K - $642K
|
105K
$5.91M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.14K+ 5.04% |
$511K - $637K
|
128K
$7.23M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.13K+ 4.47% |
$510K - $636K
|
143K
$8.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
6.05KNew |
$503K - $627K
|
6.05K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.03KNew |
$502K - $626K
|
6.03K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.92KNew |
$492K - $614K
|
5.92K
$334K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.84K+ 1946.67% |
$486K - $606K
|
6.14K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
5.81KNew |
$483K - $602K
|
5.81K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
5.79K+ 2.37% |
$481K - $600K
|
250K
$14.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.68K+ 4.78% |
$472K - $589K
|
125K
$7.03M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.68K+ 4.78% |
$472K - $589K
|
125K
$7.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
5.65KNew |
$470K - $586K
|
5.65K
$319K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.63K+ 2.65% |
$468K - $583K
|
218K
$12.3M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.6KNew |
$465K - $580K
|
5.6K
$316K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.58K+ 18.74% |
$464K - $578K
|
35.3K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.56K+ 7.23% |
$462K - $576K
|
82.4K
$4.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
5.53K+ 14.23% |
$459K - $573K
|
44.3K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.47KNew |
$454K - $567K
|
5.47K
$309K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
5.47KNew |
$454K - $567K
|
5.47K
$309K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.37KNew |
$447K - $557K
|
5.37K
$304K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.32K+ 30.7% |
$443K - $552K
|
22.7K
$1.28M
|