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
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
336New |
$14.7K - $22.7K
|
336
$21.3K
|
|
|
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
$74.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
325New |
$14.2K - $21.9K
|
325
$20.6K
|
|
|
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
$63.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
287+ 5.5% |
$12.6K - $19.4K
|
5.5K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
284+ 27.36% |
$12.4K - $19.2K
|
1.32K
$83.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
283New |
$12.4K - $19.1K
|
283
$18K
|
|
|
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
|
|
|
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
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
247+ 0.44% |
$10.8K - $16.7K
|
56.7K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
247+ 3.39% |
$10.8K - $16.7K
|
7.53K
$478K
|
|
|
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
$15.4K
|
|
|
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
$603K
|
|
|
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
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
204+ 3.71% |
$8.93K - $13.8K
|
5.71K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
204New |
$8.93K - $13.8K
|
204
$12.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
200+ 3.37% |
$8.76K - $13.5K
|
6.14K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
200New |
$8.76K - $13.5K
|
200
$12.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
198New |
$8.67K - $13.4K
|
198
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
196New |
$8.58K - $13.2K
|
196
$12.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
190New |
$8.32K - $12.8K
|
190
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
189+ 17.29% |
$8.27K - $12.7K
|
1.28K
$81.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
187New |
$8.19K - $12.6K
|
187
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
181+ 10.33% |
$7.92K - $12.2K
|
1.93K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
177New |
$7.75K - $11.9K
|
177
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
175New |
$7.66K - $11.8K
|
175
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
174+ 32.65% |
$7.62K - $11.7K
|
707
$44.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164New |
$7.18K - $11.1K
|
164
$10.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
160+ 6.63% |
$7K - $10.8K
|
2.57K
$163K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
160New |
$7K - $10.8K
|
160
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
150+ 0.14% |
$6.57K - $10.1K
|
108K
$6.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$6.57K - $10.1K
|
150
$9.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
148+ 0.64% |
$6.48K - $9.98K
|
23.4K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
145+ 337.21% |
$6.35K - $9.78K
|
188
$11.9K
|