Purchases and Sales Made in Q1 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
92New |
$6.62K - $7.49K
|
92
$5.84K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
92+ 0.58% |
$6.62K - $7.49K
|
15.9K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
91+ 0.95% |
$6.55K - $7.41K
|
9.67K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
91+ 3.05% |
$6.55K - $7.41K
|
3.08K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
88+ 2.89% |
$6.34K - $7.16K
|
3.14K
$199K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
85+ 0.25% |
$6.12K - $6.92K
|
33.6K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
85+ 2.96% |
$6.12K - $6.92K
|
2.96K
$188K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.33% |
$5.83K - $6.6K
|
25K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
80+ 2.7% |
$5.76K - $6.51K
|
3.05K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 2.49% |
$5.76K - $6.51K
|
3.29K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
79+ 0.06% |
$5.69K - $6.43K
|
127K
$8.05M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
78+ 2.3% |
$5.62K - $6.35K
|
3.48K
$221K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
78+ 16.05% |
$5.62K - $6.35K
|
564
$35.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
75+ 0.52% |
$5.4K - $6.11K
|
14.4K
$914K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
75+ 0.21% |
$5.4K - $6.11K
|
36.3K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
75+ 1.25% |
$5.4K - $6.11K
|
6.06K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
74+ 2.78% |
$5.33K - $6.03K
|
2.74K
$174K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
72+ 1.51% |
$5.18K - $5.86K
|
4.84K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
72New |
$5.18K - $5.86K
|
72
$4.57K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
71+ 0.64% |
$5.11K - $5.78K
|
11.2K
$712K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
69+ 0.56% |
$4.97K - $5.62K
|
12.3K
$784K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
61+ 0.42% |
$4.39K - $4.97K
|
14.6K
$929K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
60+ 2.26% |
$4.32K - $4.89K
|
2.71K
$172K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
60+ 0.24% |
$4.32K - $4.89K
|
24.9K
$1.58M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
59+ 2.3% |
$4.25K - $4.8K
|
2.63K
$167K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
58+ 8.06% |
$4.18K - $4.72K
|
778
$49.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
51+ 2.65% |
$3.67K - $4.15K
|
1.98K
$125K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
51+ 15.32% |
$3.67K - $4.15K
|
384
$24.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 0.21% |
$3.6K - $4.07K
|
24K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.45% |
$3.6K - $4.07K
|
11.2K
$711K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
49+ 0.92% |
$3.53K - $3.99K
|
5.37K
$341K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
49+ 0.32% |
$3.53K - $3.99K
|
15.2K
$964K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
48+ 1.26% |
$3.46K - $3.91K
|
3.86K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
48+ 1.11% |
$3.46K - $3.91K
|
4.35K
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
47+ 1.39% |
$3.38K - $3.83K
|
3.43K
$217K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
46+ 0.35% |
$3.31K - $3.75K
|
13.2K
$839K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 4.86% |
$3.31K - $3.75K
|
993
$63K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
46+ 0.57% |
$3.31K - $3.75K
|
8.06K
$512K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
45+ 0.08% |
$3.24K - $3.66K
|
55.9K
$3.55M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 300.0% |
$3.24K - $3.66K
|
60
$3.81K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
45+ 2.63% |
$3.24K - $3.66K
|
1.76K
$112K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
44+ 0.45% |
$3.17K - $3.58K
|
9.8K
$622K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
43+ 1.86% |
$3.1K - $3.5K
|
2.36K
$150K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
41+ 0.11% |
$2.95K - $3.34K
|
37.5K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
40+ 0.1% |
$2.88K - $3.26K
|
39.1K
$2.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
38+ 0.69% |
$2.74K - $3.09K
|
5.58K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
38+ 0.42% |
$2.74K - $3.09K
|
9.08K
$576K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
36+ 0.11% |
$2.59K - $2.93K
|
33.6K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
33+ 0.34% |
$2.38K - $2.69K
|
9.71K
$616K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
33+ 25.58% |
$2.38K - $2.69K
|
162
$10.3K
|