Purchases and Sales Made in Q4 2024 in Cvs Health Corp (CVS)
This table provides information about the institutional ownership of Cvs Health Corp (CVS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
446+ 77.16% |
$19.5K - $30.1K
|
1.02K
$65.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
444+ 34.39% |
$19.4K - $30K
|
1.74K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
437+ 112.05% |
$19.1K - $29.5K
|
827
$52.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
435+ 2.53% |
$19K - $29.3K
|
17.6K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
429+ 0.65% |
$18.8K - $28.9K
|
66.6K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
414New |
$18.1K - $27.9K
|
414
$26.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
408+ 2.59% |
$17.9K - $27.5K
|
16.2K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
408+ 2.15% |
$17.9K - $27.5K
|
19.4K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
404+ 20.08% |
$17.7K - $27.3K
|
2.42K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
400New |
$17.5K - $27K
|
400
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.19% |
$17.5K - $27K
|
209K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
391New |
$17.1K - $26.4K
|
391
$24.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
371New |
$16.2K - $25K
|
371
$23.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
370+ 11.04% |
$16.2K - $25K
|
3.72K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
364New |
$15.9K - $24.6K
|
364
$23.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
348New |
$15.2K - $23.5K
|
348
$22.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
341+ 4.87% |
$14.9K - $23K
|
7.35K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
336New |
$14.7K - $22.7K
|
336
$21.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
331New |
$14.5K - $22.3K
|
331
$21K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
330+ 0.57% |
$14.4K - $22.3K
|
57.8K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
326+ 38.72% |
$14.3K - $22K
|
1.17K
$74.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
325New |
$14.2K - $21.9K
|
325
$20.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
309New |
$13.5K - $20.8K
|
309
$19.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300+ 9.09% |
$13.1K - $20.2K
|
3.6K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 8.11% |
$13.1K - $20.2K
|
4K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Park Circle CO
|
BUY
|
- |
300+ 42.86% |
$13.1K - $20.2K
|
1K
$63.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
287+ 5.5% |
$12.6K - $19.4K
|
5.5K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
284+ 27.36% |
$12.4K - $19.2K
|
1.32K
$84.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
283New |
$12.4K - $19.1K
|
283
$18K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
282New |
$12.3K - $19K
|
282
$17.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
275New |
$12K - $18.6K
|
275
$17.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
268+ 1.69% |
$11.7K - $18.1K
|
16.1K
$1.02M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
268New |
$11.7K - $18.1K
|
268
$17K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
258New |
$11.3K - $17.4K
|
258
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
258+ 1172.73% |
$11.3K - $17.4K
|
280
$17.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
256New |
$11.2K - $17.3K
|
256
$16.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
248+ 3.8% |
$10.9K - $16.7K
|
6.77K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
247+ 0.44% |
$10.8K - $16.7K
|
56.7K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
247+ 3.39% |
$10.8K - $16.7K
|
7.53K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
244New |
$10.7K - $16.5K
|
244
$15.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
243New |
$10.6K - $16.4K
|
243
$15.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
242+ 115.24% |
$10.6K - $16.3K
|
452
$28.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
239+ 2.58% |
$10.5K - $16.1K
|
9.5K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
233+ 3.7% |
$10.2K - $15.7K
|
6.53K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
232+ 1.15% |
$10.2K - $15.7K
|
20.4K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222New |
$9.72K - $15K
|
222
$14.1K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
222New |
$9.72K - $15K
|
222
$14.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
213New |
$9.33K - $14.4K
|
213
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
210+ 3.21% |
$9.19K - $14.2K
|
6.75K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
204+ 4.8% |
$8.93K - $13.8K
|
4.46K
$283K
|