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 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$1.2M - $1.5M
|
14.5K
$817K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
14.3KNew |
$1.19M - $1.49M
|
14.3K
$810K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.2K+ 62.92% |
$1.18M - $1.47M
|
36.7K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.2K+ 52.55% |
$1.18M - $1.47M
|
41.1K
$2.32M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
14.1K+ 63.47% |
$1.17M - $1.46M
|
36.3K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.9KNew |
$1.15M - $1.44M
|
13.9K
$782K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
13.7KNew |
$1.14M - $1.42M
|
13.7K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
13.3K+ 250.02% |
$1.1M - $1.38M
|
18.6K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
$1.1M - $1.37M
|
13.2K
$748K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.1K+ 152.3% |
$1.09M - $1.36M
|
21.7K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
12.9KNew |
$1.08M - $1.34M
|
12.9K
$731K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
12.9K+ 16.12% |
$1.07M - $1.34M
|
93K
$5.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.9K+ 21.34% |
$1.07M - $1.34M
|
73.2K
$4.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12.8KNew |
$1.06M - $1.33M
|
12.8K
$722K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
12.7K+ 118.52% |
$1.05M - $1.31M
|
23.3K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12.6KNew |
$1.05M - $1.31M
|
12.6K
$712K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.5K+ 126.78% |
$1.04M - $1.29M
|
22.3K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
12.5K+ 87.2% |
$1.04M - $1.29M
|
26.7K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
12.4KNew |
$1.03M - $1.29M
|
12.4K
$700K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12.4K+ 0.76% |
$1.03M - $1.28M
|
1.63M
$92.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 78.54% |
$1.02M - $1.27M
|
27.9K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
12.1KNew |
$1.01M - $1.26M
|
12.1K
$684K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
12.1K+ 192.16% |
$1M - $1.25M
|
18.3K
$1.04M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$1M - $1.25M
|
12.1K
$681K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12K+ 3.45% |
$999K - $1.25M
|
360K
$20.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
11.9K+ 41.45% |
$993K - $1.24M
|
40.7K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
11.7K+ 10.98% |
$975K - $1.22M
|
119K
$6.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.7K+ 2.89% |
$973K - $1.21M
|
416K
$23.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
11.7K+ 3.0% |
$969K - $1.21M
|
400K
$22.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$965K - $1.2M
|
11.6K
$655K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
11.5KNew |
$956K - $1.19M
|
11.5K
$649K
|
|
|
Feb 14, 2022
Q4 2021
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 3.04% |
$954K - $1.19M
|
389K
$22M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.4K+ 21.56% |
$951K - $1.19M
|
64.5K
$3.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
11.4K+ 85.55% |
$950K - $1.18M
|
24.8K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
11.4KNew |
$949K - $1.18M
|
11.4K
$644K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.4KNew |
$944K - $1.18M
|
11.4K
$641K
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.2KNew |
$935K - $1.17M
|
11.2K
$635K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
11.2KNew |
$935K - $1.17M
|
11.2K
$635K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.1K+ 1.74% |
$923K - $1.15M
|
647K
$36.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11K+ 1298.35% |
$918K - $1.14M
|
11.9K
$671K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11KNew |
$917K - $1.14M
|
11K
$623K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.9K+ 256.63% |
$903K - $1.13M
|
15.1K
$852K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$896K - $1.12M
|
10.8K
$608K
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
10.7K+ 7.97% |
$888K - $1.11M
|
145K
$8.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$887K - $1.11M
|
10.7K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10.6K+ 53.09% |
$880K - $1.1M
|
30.5K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
10.6KNew |
$878K - $1.1M
|
10.6K
$596K
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
10.4KNew |
$868K - $1.08M
|
10.4K
$589K
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
BUY
|
- |
10.4K+ 73.69% |
$867K - $1.08M
|
24.6K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
10.3K+ 18.64% |
$856K - $1.07M
|
65.6K
$3.7M
|