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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.76K+ 4.62% |
$154K - $175K
|
62.6K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
2.73K+ 0.75% |
$152K - $172K
|
368K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.64K+ 24.38% |
$148K - $167K
|
13.5K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.56K+ 258.87% |
$143K - $161K
|
3.54K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
2.55K+ 7.8% |
$142K - $161K
|
35.2K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 65.73% |
$141K - $160K
|
6.38K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.47K+ 7.93% |
$138K - $156K
|
33.7K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.45K+ 23.63% |
$137K - $155K
|
12.8K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.42K+ 44.36% |
$135K - $153K
|
7.87K
$348K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.38K+ 12.14% |
$133K - $150K
|
21.9K
$970K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.31K+ 8.9% |
$129K - $146K
|
28.3K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.24K+ 1.02% |
$125K - $141K
|
222K
$9.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.2K+ 6.91% |
$123K - $139K
|
34K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.19K+ 34.41% |
$122K - $139K
|
8.57K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.13K+ 59.72% |
$119K - $135K
|
5.7K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.13K+ 11.65% |
$119K - $134K
|
20.4K
$901K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.1K+ 112.65% |
$117K - $133K
|
3.97K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.07K+ 140.5% |
$116K - $131K
|
3.55K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 28.83% |
$115K - $131K
|
9.24K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.06K+ 9.46% |
$115K - $130K
|
23.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.04K+ 10.72% |
$114K - $129K
|
21K
$930K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.02K+ 10.86% |
$113K - $128K
|
20.6K
$913K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 57.59% |
$112K - $126K
|
5.47K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
2K+ 2.35% |
$112K - $126K
|
87K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.99K+ 18.22% |
$111K - $125K
|
12.9K
$569K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.97K+ 1.3% |
$110K - $124K
|
154K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.95K+ 1.48% |
$109K - $123K
|
134K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.94K+ 1.65% |
$108K - $122K
|
119K
$5.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.91K+ 32.49% |
$107K - $121K
|
7.81K
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.91K+ 5.84% |
$106K - $121K
|
34.6K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.82K+ 22.44% |
$102K - $115K
|
9.94K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.8K+ 6.79% |
$100K - $114K
|
28.3K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.78K+ 0.09% |
$99.5K - $113K
|
2.1M
$92.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.76K+ 9.2% |
$98K - $111K
|
20.8K
$921K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.75K+ 10.9% |
$97.4K - $110K
|
17.8K
$785K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.73K+ 27.84% |
$96.6K - $109K
|
7.95K
$351K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.71K+ 10.72% |
$95.2K - $108K
|
17.6K
$779K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.7K+ 12.38% |
$94.8K - $107K
|
15.4K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.66K+ 281.83% |
$92.6K - $105K
|
2.25K
$99.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.61K+ 5.02% |
$89.7K - $102K
|
33.6K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$89.3K - $101K
|
1.6K
$70.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.58KNew |
$88.2K - $99.8K
|
1.58K
$69.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.53K+ 5.4% |
$85.4K - $96.7K
|
29.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.53K+ 28.34% |
$85.3K - $96.5K
|
6.92K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.48K+ 21.67% |
$82.4K - $93.3K
|
8.29K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.45K+ 1.04% |
$80.6K - $91.3K
|
141K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.44K+ 7.45% |
$80.2K - $90.8K
|
20.7K
$917K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.43KNew |
$80K - $90.5K
|
1.43K
$63.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.42K+ 17.09% |
$79.3K - $89.8K
|
9.74K
$431K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.41K+ 3.98% |
$78.7K - $89.1K
|
36.8K
$1.63M
|