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 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-764- 53.46% |
$42.6K - $48.3K
|
665
$35.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-764- 10.18% |
$42.6K - $48.3K
|
6.74K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-769- 14.76% |
$42.9K - $48.6K
|
4.44K
$240K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-770- 1.82% |
$43K - $48.6K
|
41.5K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-771- 5.96% |
$43K - $48.7K
|
12.2K
$657K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-775- 15.07% |
$43.3K - $49K
|
4.37K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-777- 9.23% |
$43.4K - $49.1K
|
7.64K
$412K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-783- 0.29% |
$43.7K - $49.5K
|
270K
$14.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-785- 5.46% |
$43.8K - $49.6K
|
13.6K
$734K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-789- 19.69% |
$44K - $49.8K
|
3.22K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-790- 18.64% |
$44.1K - $49.9K
|
3.45K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-790- 2.17% |
$44.1K - $49.9K
|
35.6K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-792- 48.83% |
$44.2K - $50K
|
830
$44.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-800- 43.53% |
$44.6K - $50.5K
|
1.04K
$56.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-802- 6.64% |
$44.8K - $50.7K
|
11.3K
$609K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-809- 18.81% |
$45.2K - $51.1K
|
3.49K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-810- 9.49% |
$45.2K - $51.2K
|
7.73K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-814- 4.91% |
$45.4K - $51.4K
|
15.8K
$852K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-815- 8.37% |
$45.5K - $51.5K
|
8.92K
$482K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-818- 15.87% |
$45.7K - $51.7K
|
4.34K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-821- 5.51% |
$45.8K - $51.9K
|
14.1K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-831- 30.78% |
$46.4K - $52.5K
|
1.87K
$101K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-833- 7.06% |
$46.5K - $52.6K
|
11K
$592K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-845- 7.94% |
$47.2K - $53.4K
|
9.8K
$529K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-847- 10.82% |
$47.3K - $53.5K
|
6.98K
$377K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-849- 8.38% |
$47.4K - $53.6K
|
9.28K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-851- 6.75% |
$47.5K - $53.8K
|
11.8K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-852- 3.12% |
$47.6K - $53.8K
|
26.5K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-861- 2.58% |
$48.1K - $54.4K
|
32.5K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-863- 7.13% |
$48.2K - $54.5K
|
11.2K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-865- 2.94% |
$48.3K - $54.7K
|
28.6K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-866- 5.79% |
$48.3K - $54.7K
|
14.1K
$762K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-870- 5.74% |
$48.6K - $55K
|
14.3K
$771K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-875- 21.0% |
$48.8K - $55.3K
|
3.29K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-876- 6.3% |
$48.9K - $55.3K
|
13K
$704K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-880- 18.23% |
$49.1K - $55.6K
|
3.95K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-881- 10.3% |
$49.2K - $55.7K
|
7.67K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-884- 16.44% |
$49.3K - $55.9K
|
4.49K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-885- 66.24% |
$49.4K - $55.9K
|
451
$24.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-886- 34.42% |
$49.4K - $56K
|
1.69K
$91.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-886- 23.45% |
$49.4K - $56K
|
2.89K
$156K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-889- 1.57% |
$49.6K - $56.2K
|
55.8K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-903- 8.32% |
$50.4K - $57.1K
|
9.95K
$537K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-919- 21.62% |
$51.3K - $58.1K
|
3.33K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-930- 4.45% |
$51.9K - $58.8K
|
20K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-935- 3.62% |
$52.2K - $59.1K
|
24.9K
$1.35M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-938- 22.4% |
$52.3K - $59.3K
|
3.25K
$176K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-949- 16.24% |
$53K - $60K
|
4.89K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-955- 53.14% |
$53.3K - $60.3K
|
842
$45.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-959- 4.03% |
$53.5K - $60.6K
|
22.8K
$1.23M
|