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 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-16- 0.48% |
$1.15K - $1.3K
|
3.32K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-16- 0.06% |
$1.15K - $1.3K
|
27.5K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-17- 0.2% |
$1.22K - $1.38K
|
8.63K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 4.92% |
$1.3K - $1.47K
|
348
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 13.67% |
$1.37K - $1.55K
|
120
$7.62K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 6.69% |
$1.37K - $1.55K
|
265
$16.8K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-21- 0.43% |
$1.51K - $1.71K
|
4.83K
$307K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24- 5.1% |
$1.73K - $1.95K
|
447
$28.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-25- 0.38% |
$1.8K - $2.04K
|
6.48K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-27- 0.84% |
$1.94K - $2.2K
|
3.2K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-29- 0.54% |
$2.09K - $2.36K
|
5.39K
$342K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-29- 8.84% |
$2.09K - $2.36K
|
299
$19K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 0.03% |
$2.09K - $2.36K
|
97.6K
$6.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-30- 0.75% |
$2.16K - $2.44K
|
3.99K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-30- 0.22% |
$2.16K - $2.44K
|
13.7K
$868K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-31- 0.13% |
$2.23K - $2.52K
|
23.2K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 1.74% |
$2.38K - $2.69K
|
1.86K
$118K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-35- 0.29% |
$2.52K - $2.85K
|
12.1K
$770K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-38- 0.36% |
$2.74K - $3.09K
|
10.4K
$663K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.34% |
$2.74K - $3.09K
|
2.81K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-39- 7.32% |
$2.81K - $3.18K
|
494
$31.4K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-40- 1.02% |
$2.88K - $3.26K
|
3.87K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-41- 6.67% |
$2.95K - $3.34K
|
574
$36.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-43- 1.35% |
$3.1K - $3.5K
|
3.14K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-43- 0.22% |
$3.1K - $3.5K
|
19.6K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-45- 0.11% |
$3.24K - $3.66K
|
41.1K
$2.61M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-47- 1.72% |
$3.38K - $3.83K
|
2.69K
$171K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-47- 2.66% |
$3.38K - $3.83K
|
1.72K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-47- 0.96% |
$3.38K - $3.83K
|
4.84K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-48- 1.13% |
$3.46K - $3.91K
|
4.2K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.16% |
$3.6K - $4.07K
|
30.5K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.86% |
$3.6K - $4.07K
|
5.77K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 2.71% |
$3.6K - $4.07K
|
1.79K
$114K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-51- 1.24% |
$3.67K - $4.15K
|
4.07K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-51- 0.81% |
$3.67K - $4.15K
|
6.21K
$394K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-52- 0.43% |
$3.74K - $4.23K
|
12K
$760K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-53- 13.52% |
$3.82K - $4.32K
|
339
$21.5K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-53- 1.08% |
$3.82K - $4.32K
|
4.84K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-54- 1.66% |
$3.89K - $4.4K
|
3.2K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-54- 1.81% |
$3.89K - $4.4K
|
2.92K
$186K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-54- 1.56% |
$3.89K - $4.4K
|
3.4K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-54- 1.49% |
$3.89K - $4.4K
|
3.57K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-55- 0.97% |
$3.96K - $4.48K
|
5.64K
$358K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-55- 2.23% |
$3.96K - $4.48K
|
2.41K
$153K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-60- 1.06% |
$4.32K - $4.89K
|
5.61K
$356K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.79% |
$4.32K - $4.89K
|
7.5K
$476K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-60- 0.39% |
$4.32K - $4.89K
|
15.3K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-61- 1.97% |
$4.39K - $4.97K
|
3.03K
$192K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-63- 4.69% |
$4.54K - $5.13K
|
1.28K
$81.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-65- 0.13% |
$4.68K - $5.29K
|
51.6K
$3.28M
|