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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
3.24K+ 1.03% |
$269K - $335K
|
316K
$17.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.23K+ 40.64% |
$269K - $335K
|
11.2K
$604K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.23KNew |
$269K - $335K
|
3.23K
$174K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
3.23K+ 21.86% |
$268K - $335K
|
18K
$972K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3.23K+ 4.96% |
$268K - $334K
|
68.3K
$3.69M
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.22K+ 0.94% |
$268K - $334K
|
345K
$18.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 8.06% |
$267K - $333K
|
43.1K
$2.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.21K+ 2.66% |
$266K - $332K
|
123K
$6.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.2KNew |
$266K - $332K
|
3.2K
$173K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.19KNew |
$265K - $330K
|
3.19K
$172K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 57.24% |
$261K - $325K
|
8.62K
$465K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
3.12K+ 36.49% |
$259K - $324K
|
11.7K
$630K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$259K - $323K
|
3.11K
$168K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$255K - $318K
|
3.07K
$166K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.07KNew |
$255K - $318K
|
3.07K
$166K
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
3.04K+ 4.97% |
$253K - $315K
|
64.2K
$3.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
3.04K+ 3.41% |
$252K - $315K
|
91.9K
$4.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.04KNew |
$252K - $315K
|
3.04K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.02K+ 4.1% |
$251K - $313K
|
76.7K
$4.14M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3KNew |
$249K - $311K
|
3K
$162K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
2.99KNew |
$248K - $310K
|
2.99K
$161K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.98KNew |
$248K - $309K
|
2.98K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.97K+ 2.41% |
$247K - $307K
|
126K
$6.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.95K+ 3.45% |
$245K - $306K
|
88.5K
$4.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.94K+ 84.54% |
$244K - $304K
|
6.41K
$346K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.93KNew |
$244K - $304K
|
2.93K
$158K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.92KNew |
$243K - $303K
|
2.92K
$158K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.92KNew |
$243K - $303K
|
2.92K
$158K
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$241K - $300K
|
2.9K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.88K+ 0.28% |
$239K - $298K
|
1.01M
$54.7M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.87KNew |
$239K - $298K
|
2.87K
$155K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
2.84K+ 7.4% |
$236K - $295K
|
41.3K
$2.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.82K+ 2.82% |
$235K - $293K
|
103K
$5.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.81K+ 4.88% |
$234K - $292K
|
60.5K
$3.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.81KNew |
$234K - $292K
|
2.81K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.81KNew |
$233K - $291K
|
2.81K
$151K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$233K - $290K
|
2.8K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.8KNew |
$232K - $290K
|
2.8K
$151K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.79KNew |
$232K - $290K
|
2.79K
$151K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.79KNew |
$232K - $289K
|
2.79K
$151K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.78KNew |
$231K - $289K
|
2.78K
$150K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.78K+ 2.1% |
$231K - $289K
|
135K
$7.3M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.78KNew |
$231K - $288K
|
2.78K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.76KNew |
$229K - $286K
|
2.76K
$149K
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
2.75KNew |
$229K - $285K
|
2.75K
$149K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.75K+ 131.77% |
$229K - $285K
|
4.84K
$261K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.74KNew |
$228K - $284K
|
2.74K
$148K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.72K+ 4.49% |
$226K - $282K
|
63.4K
$3.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
2.72K+ 0.9% |
$226K - $282K
|
305K
$16.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.69KNew |
$223K - $278K
|
2.69K
$145K
|