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 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.41K+ 3.98% |
$78.7K - $89.1K
|
36.8K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.4KNew |
$78.1K - $88.5K
|
1.4K
$73.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.38K+ 3.99% |
$77.2K - $87.4K
|
36K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.37K+ 5.34% |
$76.4K - $86.5K
|
27K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.35K+ 2.97% |
$75.5K - $85.5K
|
47K
$2.47M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.34K+ 1.35% |
$74.9K - $84.8K
|
101K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.32K+ 3.46% |
$73.8K - $83.6K
|
39.6K
$2.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.32K+ 14.56% |
$73.4K - $83.1K
|
10.3K
$544K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.32KNew |
$73.4K - $83.1K
|
1.32K
$69.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.29K+ 12.03% |
$71.8K - $81.2K
|
12K
$630K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.28K+ 7.16% |
$71.4K - $80.9K
|
19.2K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.28K+ 2.54% |
$71.4K - $80.8K
|
51.7K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.25K+ 13.87% |
$69.5K - $78.7K
|
10.2K
$538K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.24K+ 16.02% |
$69K - $78.1K
|
8.95K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.2K+ 0.78% |
$67K - $75.8K
|
155K
$8.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.18K+ 0.4% |
$65.6K - $74.3K
|
293K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.16K+ 152.37% |
$64.6K - $73.2K
|
1.92K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.11K+ 24.79% |
$62.2K - $70.4K
|
5.61K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.1K+ 15.64% |
$61.6K - $69.7K
|
8.16K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.08KNew |
$60.1K - $68K
|
1.08K
$56.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.06K+ 1.89% |
$59.4K - $67.2K
|
57.4K
$3.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.04K+ 2.34% |
$58K - $65.7K
|
45.6K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.04K+ 17.33% |
$57.8K - $65.4K
|
7.01K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1K+ 17.13% |
$55.8K - $63.2K
|
6.84K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
1KNew |
$55.8K - $63.2K
|
1K
$52.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
995+ 3.89% |
$55.5K - $62.9K
|
26.6K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
969+ 9.66% |
$54.1K - $61.2K
|
11K
$579K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
939+ 2.15% |
$52.4K - $59.3K
|
44.6K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
922+ 3.9% |
$51.5K - $58.3K
|
24.6K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
918+ 2.66% |
$51.2K - $58K
|
35.4K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
909+ 7.79% |
$50.7K - $57.4K
|
12.6K
$662K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
891+ 9.53% |
$49.7K - $56.3K
|
10.2K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
885+ 3.08% |
$49.4K - $55.9K
|
29.6K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
881+ 17.69% |
$49.2K - $55.7K
|
5.86K
$308K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
865+ 7.71% |
$48.3K - $54.7K
|
12.1K
$636K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
859+ 4.72% |
$47.9K - $54.3K
|
19.1K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
850+ 6.0% |
$47.4K - $53.7K
|
15K
$790K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
834+ 12.94% |
$46.5K - $52.7K
|
7.28K
$383K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
813+ 3.62% |
$45.4K - $51.4K
|
23.3K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
810New |
$45.2K - $51.2K
|
810
$42.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
795+ 12.45% |
$44.4K - $50.2K
|
7.18K
$378K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
788+ 16.38% |
$44K - $49.8K
|
5.6K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
772+ 4.57% |
$43.1K - $48.8K
|
17.7K
$930K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
771+ 17.82% |
$43K - $48.7K
|
5.1K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
755+ 0.78% |
$42.1K - $47.7K
|
97.2K
$5.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
733+ 5.06% |
$40.9K - $46.3K
|
15.2K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.34% |
$39.1K - $44.2K
|
209K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
676+ 5.22% |
$37.7K - $42.7K
|
13.6K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
670+ 3.55% |
$37.4K - $42.3K
|
19.5K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
660+ 24.67% |
$36.8K - $41.7K
|
3.34K
$175K
|