Purchases and Sales Made in Q3 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
138+ 3.39% |
$7.7K - $8.72K
|
4.21K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
126New |
$7.03K - $7.96K
|
126
$6.63K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
121+ 2.67% |
$6.75K - $7.64K
|
4.66K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
115+ 0.53% |
$6.42K - $7.27K
|
21.7K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$6.25K - $7.08K
|
112
$5.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
111+ 6.96% |
$6.19K - $7.01K
|
1.71K
$89.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
110+ 2.9% |
$6.14K - $6.95K
|
3.91K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 0.83% |
$5.58K - $6.32K
|
12.1K
$636K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$5.26K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
100+ 0.24% |
$5.58K - $6.32K
|
42.6K
$2.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$5.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$5.58K - $6.32K
|
100
$5.26K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
97+ 107.78% |
$5.41K - $6.13K
|
187
$9.84K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93+ 8.7% |
$5.19K - $5.88K
|
1.16K
$61.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
88+ 0.98% |
$4.91K - $5.56K
|
9.11K
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
88+ 6.16% |
$4.91K - $5.56K
|
1.52K
$79.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
88New |
$4.91K - $5.56K
|
88
$4.63K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
85+ 18.4% |
$4.74K - $5.37K
|
547
$28.8K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
79+ 1.45% |
$4.41K - $4.99K
|
5.55K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
78+ 0.86% |
$4.35K - $4.93K
|
9.2K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
75New |
$4.19K - $4.74K
|
75
$3.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
66New |
$3.68K - $4.17K
|
66
$3.47K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65+ 13.92% |
$3.63K - $4.11K
|
532
$28K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
62+ 1.66% |
$3.46K - $3.92K
|
3.79K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
59+ 46.46% |
$3.29K - $3.73K
|
186
$9.79K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57+ 60.0% |
$3.18K - $3.6K
|
152
$8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
56+ 0.5% |
$3.13K - $3.54K
|
11.3K
$593K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
56+ 0.54% |
$3.13K - $3.54K
|
10.5K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
56+ 2.18% |
$3.13K - $3.54K
|
2.62K
$138K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
55+ 1.1% |
$3.07K - $3.47K
|
5.07K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55New |
$3.07K - $3.47K
|
55
$2.89K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
53+ 0.15% |
$2.96K - $3.35K
|
34.6K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
47+ 3.69% |
$2.62K - $2.97K
|
1.32K
$69.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
43+ 14.68% |
$2.4K - $2.72K
|
336
$17.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.98% |
$2.34K - $2.65K
|
4.33K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
42New |
$2.34K - $2.65K
|
42
$2.21K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
40+ 5.82% |
$2.23K - $2.53K
|
727
$38.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 3.81% |
$2.06K - $2.34K
|
1.01K
$53K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$1.51K - $1.71K
|
27
$1.42K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
23New |
$1.28K - $1.45K
|
23
$1.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22New |
$1.23K - $1.39K
|
22
$1.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 14.19% |
$1.17K - $1.33K
|
169
$8.89K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
20+ 0.05% |
$1.12K - $1.26K
|
38.9K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.1% |
$1K - $1.14K
|
18.8K
$987K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$949 - $1.07K
|
17
$895
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 2.5% |
$893 - $1.01K
|
657
$34.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$837 - $948
|
4.82K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
15New |
$837 - $948
|
15
$789
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 0.28% |
$781 - $885
|
4.94K
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13+ 0.85% |
$726 - $821
|
1.54K
$81.1K
|