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 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-494- 5.26% |
$27.6K - $31.2K
|
8.91K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-495- 7.94% |
$27.6K - $31.3K
|
5.74K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-496- 4.98% |
$27.7K - $31.3K
|
9.46K
$511K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-500- 0.51% |
$27.9K - $31.6K
|
96.7K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-507- 49.46% |
$28.3K - $32K
|
518
$28K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-510- 17.11% |
$28.5K - $32.2K
|
2.47K
$133K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-510- 9.67% |
$28.5K - $32.2K
|
4.77K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-512- 4.17% |
$28.6K - $32.3K
|
11.8K
$635K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-514- 15.18% |
$28.7K - $32.5K
|
2.87K
$155K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-527- 5.03% |
$29.4K - $33.3K
|
9.95K
$537K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-534- 5.81% |
$29.8K - $33.7K
|
8.66K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-534- 7.99% |
$29.8K - $33.7K
|
6.15K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-540- 9.53% |
$30.1K - $34.1K
|
5.13K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-545- 11.92% |
$30.4K - $34.4K
|
4.03K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-549- 14.28% |
$30.6K - $34.7K
|
3.3K
$178K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-550- 7.77% |
$30.7K - $34.7K
|
6.53K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-551- 9.04% |
$30.8K - $34.8K
|
5.54K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-560- 23.77% |
$31.3K - $35.4K
|
1.8K
$97K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-566- 1.87% |
$31.6K - $35.8K
|
29.7K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-577- 72.85% |
$32.2K - $36.5K
|
215
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-579- 5.56% |
$32.3K - $36.6K
|
9.84K
$531K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-581- 0.23% |
$32.4K - $36.7K
|
255K
$13.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-585- 12.52% |
$32.6K - $37K
|
4.09K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-586- 8.15% |
$32.7K - $37K
|
6.61K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-597- 52.05% |
$33.3K - $37.7K
|
550
$29.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-598- 15.14% |
$33.4K - $37.8K
|
3.35K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-601- 1.37% |
$33.5K - $38K
|
43.3K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-611- 9.39% |
$34.1K - $38.6K
|
5.89K
$318K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-616- 8.78% |
$34.4K - $38.9K
|
6.4K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-616- 6.24% |
$34.4K - $38.9K
|
9.26K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-627- 3.56% |
$35K - $39.6K
|
17K
$919K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-629- 5.17% |
$35.1K - $39.7K
|
11.5K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-630- 10.16% |
$35.2K - $39.8K
|
5.57K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-632- 7.61% |
$35.3K - $39.9K
|
7.67K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-637- 59.31% |
$35.6K - $40.2K
|
437
$23.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-640- 6.69% |
$35.7K - $40.4K
|
8.92K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-641- 9.45% |
$35.8K - $40.5K
|
6.15K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-662- 10.59% |
$36.9K - $41.8K
|
5.59K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-670- 5.93% |
$37.4K - $42.3K
|
10.6K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-670- 4.5% |
$37.4K - $42.3K
|
14.2K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-675- 1.71% |
$37.7K - $42.6K
|
38.8K
$2.09M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-675- 55.88% |
$37.7K - $42.6K
|
533
$28.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-680- 3.58% |
$38K - $43K
|
18.3K
$990K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-688- 4.45% |
$38.4K - $43.5K
|
14.8K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-695- 21.37% |
$38.8K - $43.9K
|
2.56K
$138K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-700- 29.47% |
$39.1K - $44.2K
|
1.68K
$90.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-718- 15.42% |
$40.1K - $45.4K
|
3.94K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-739- 4.06% |
$41.2K - $46.7K
|
17.5K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-748- 6.7% |
$41.7K - $47.3K
|
10.4K
$562K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-758- 5.06% |
$42.3K - $47.9K
|
14.2K
$769K
|