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 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.29% |
$665 - $830
|
2.8K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8+ 0.03% |
$665 - $830
|
27.1K
$1.47M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 0.17% |
$582 - $726
|
4.17K
$226K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 0.19% |
$499 - $622
|
3.23K
$175K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.42% |
$499 - $622
|
1.45K
$78.6K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.57% |
$499 - $622
|
1.05K
$57.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6New |
$499 - $622
|
6
$326
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
6+ 0.05% |
$499 - $622
|
12.7K
$690K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
6+ 0.03% |
$499 - $622
|
23.1K
$1.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$416 - $519
|
1.77K
$96.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$416 - $519
|
5
$271
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.03% |
$333 - $415
|
14.9K
$811K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.1% |
$333 - $415
|
3.87K
$210K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$333 - $415
|
4.88K
$265K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.06% |
$333 - $415
|
6.32K
$343K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4New |
$333 - $415
|
4
$217
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.17% |
$333 - $415
|
2.33K
$126K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.03% |
$249 - $311
|
10.5K
$567K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$249 - $311
|
4.1K
$223K
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$249 - $311
|
42K
$2.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
3+ 0.02% |
$249 - $311
|
15.8K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.08% |
$249 - $311
|
3.9K
$212K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.02% |
$166 - $207
|
11.1K
$604K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$166 - $207
|
2
$109
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$166 - $207
|
2.51K
$136K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2+ 0.06% |
$166 - $207
|
3.3K
$179K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.06% |
$166 - $207
|
3.55K
$193K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.85% |
$83.2 - $104
|
55
$2.99K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$83.2 - $104
|
11.7K
$633K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.95% |
$83.2 - $104
|
106
$5.75K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$83.2 - $104
|
5.61K
$304K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$83.2 - $104
|
1.11K
$60.3K
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.01% |
$83.2 - $104
|
11.2K
$608K
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$83.2 - $104
|
5.38K
$292K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$83.2 - $104
|
2.88K
$157K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$83.2 - $104
|
12K
$650K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.19% |
$83.2 - $104
|
532
$28.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.05% |
$83.2 - $104
|
1.94K
$105K
|
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1+ 0.02% |
$83.2 - $104
|
6.46K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.52% |
$83.2 - $104
|
192
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$83.2 - $104
|
4.41K
$239K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.06% |
$83.2 - $104
|
1.68K
$91.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.37% |
$83.2 - $104
|
268
$14.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$83.2 - $104
|
2.74K
$149K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$83.2 - $104
|
14K
$762K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$83.2 - $104
|
2.6K
$141K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1+ 0.03% |
$83.2 - $104
|
3.5K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.04% |
$83.2 - $104
|
2.42K
$132K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.1% |
$83.2 - $104
|
1K
$54.5K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.28% |
$83.2 - $104
|
362
$19.7K
|