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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-207- 1.57% |
$11.6K - $13.1K
|
13K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-209- 5.84% |
$11.7K - $13.2K
|
3.37K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-213- 1.89% |
$11.9K - $13.5K
|
11.1K
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-215- 6.22% |
$12K - $13.6K
|
3.24K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-221- 1.71% |
$12.3K - $14K
|
12.7K
$719K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-222- 1.41% |
$12.4K - $14K
|
15.6K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-226- 5.26% |
$12.6K - $14.3K
|
4.07K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-232- 11.18% |
$12.9K - $14.7K
|
1.84K
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-236- 5.39% |
$13.2K - $14.9K
|
4.15K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-236- 5.48% |
$13.2K - $14.9K
|
4.07K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-238- 1.73% |
$13.3K - $15K
|
13.5K
$762K
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-238- 0.19% |
$13.3K - $15K
|
123K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-239- 6.43% |
$13.3K - $15.1K
|
3.48K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-243- 7.07% |
$13.6K - $15.4K
|
3.19K
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-243- 4.59% |
$13.6K - $15.4K
|
5.06K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-246- 4.17% |
$13.7K - $15.5K
|
5.65K
$319K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-248- 5.62% |
$13.8K - $15.7K
|
4.16K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-248- 0.18% |
$13.8K - $15.7K
|
134K
$7.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-250- 2.15% |
$14K - $15.8K
|
11.4K
$643K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-253- 3.99% |
$14.1K - $16K
|
6.08K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-255- 5.41% |
$14.2K - $16.1K
|
4.46K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-255- 5.01% |
$14.2K - $16.1K
|
4.84K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-256- 1.72% |
$14.3K - $16.2K
|
14.6K
$825K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-260- 43.7% |
$14.5K - $16.4K
|
335
$18.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-264- 3.41% |
$14.7K - $16.7K
|
7.48K
$422K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-264- 15.92% |
$14.7K - $16.7K
|
1.39K
$78.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-264- 7.59% |
$14.7K - $16.7K
|
3.22K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-270- 0.59% |
$15.1K - $17.1K
|
45.2K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-270- 76.06% |
$15.1K - $17.1K
|
85
$4.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-272- 16.88% |
$15.2K - $17.2K
|
1.34K
$75.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-275- 2.2% |
$15.3K - $17.4K
|
12.2K
$692K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-277- 4.73% |
$15.5K - $17.5K
|
5.58K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-278- 64.35% |
$15.5K - $17.6K
|
154
$8.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-286- 15.16% |
$16K - $18.1K
|
1.6K
$90.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-291- 95.1% |
$16.2K - $18.4K
|
15
$847
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-293- 1.62% |
$16.4K - $18.5K
|
17.8K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-295- 48.05% |
$16.5K - $18.6K
|
319
$18K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-296- 99.0% |
$16.5K - $18.7K
|
3
$169
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-298- 46.71% |
$16.6K - $18.8K
|
340
$19.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-299- 5.27% |
$16.7K - $18.9K
|
5.38K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-300- 40.54% |
$16.7K - $19K
|
440
$24.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-300- 45.45% |
$16.7K - $19K
|
360
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 5.72% |
$16.7K - $19K
|
4.95K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-304- 1.24% |
$17K - $19.2K
|
24.3K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-307- 4.49% |
$17.1K - $19.4K
|
6.54K
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-310- 6.1% |
$17.3K - $19.6K
|
4.78K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-312- 4.81% |
$17.4K - $19.7K
|
6.17K
$349K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-317- 0.72% |
$17.7K - $20K
|
44K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-324- 6.71% |
$18.1K - $20.5K
|
4.5K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-327- 11.72% |
$18.2K - $20.7K
|
2.46K
$139K
|